BUSINESSBUSINESS INSIDER
In the AI gold rush, everyone is selling the same shovels
AI companies are rapidly expanding into each other's markets, with labs like Anthropic and OpenAI entering coding platforms and agentic application spaces. Startups such as Emergent anticipate competition from larger firms but believe challenges like building secure, production-grade apps for non-technical users remain difficult for spread-thin competitors.
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- Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth
- Alibaba opens Qwen to external apps as China's AI agent race intensifies
- AI labs can't stop leapfrogging each other
- AI is separating the companies built to scale from the ones built to sell
- App Store sees 84% surge in new apps as AI coding tools take off
- The AI code wars are heating up