OpenAI’s $100B+ capital raise is not funding a company—it is financing the industrialization of intelligence. As AI shifts from software to production, the real battle moves to compute, energy and infrastructure, redefining how value is created and controlled.
As AI evolves from chatbots to autonomous agents, fears that software will become obsolete are giving way to a new reality: intelligent systems will depend on existing platforms more than ever, reshaping power in the tech industry and redefining how businesses operate.
Meta is one of the world’s leading AI research organizations. Yet despite that strength, the company has struggled to build a consumer AI product with a clear identity of its own. Meta AI exists mainly as a feature within existing platforms. It supports other products, but it is not a destination in itself. As artificial intelligence moves from experimentation to everyday use, that distinction has become increasingly important.
