Control plane - not computeFor two years investors have debated which AI model will win. OpenAI? Anthropic? Gemini? Claude? xAI? They may be asking the wrong question.The biggest winners may not build the smartest model. They may own the right to decide who gets to use it.
You Think The Hyperscalers Have Too Much Power Already?
The All-In crew argues that Amazon, Microsoft and Google may become AI's control plane—not because they build the smartest models, but because they own identity, governance and trust.
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