Matt Turck: AI Industry Enters Everyone-Competes-with-Everyone Era

Investor Matt Turck argues the AI industry has entered an everyone-competes-with-everyone phase, as chipmakers, inference providers, model labs and app builders increasingly invade each other's territory. Enterprise contracts, he notes, are becoming the new platform lock-in.

2026-10-22 ~ 2026-10-23 · 2 related posts

• Matt Turck: in AI, everyone is competing with everyone — chips, models, clouds and apps all overlap — mattturck · 2026-10-22
• AI players now compete with everyone — and the committed-spend contract becomes the real platform — krishnan · 2026-10-23