
Everyday AI Podcast – An AI and ChatGPT Podcast Ep 732: The State of the AI Race. Who will win in 2026: OpenAI, Microsoft, Google Or Anthropic (Start Here Series Vol 12)
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Mar 12, 2026 Predictions about who leads the AI race in 2026 and each company's strategic lane. A look at the shift from chatbots to agentic systems and AI operating systems. Comparisons of user counts, revenue, compute spending, and model benchmarks. Discussion of Microsoft Copilot, Google Gemini, Anthropic Claude, and practical advice for enterprises picking modular vendor strategies.
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Chatbots Are Dead Agentic Systems Rule
- The chatbot era is over and agentic AI systems that do work are now the core focus for businesses.
- Jordan Wilson argues GPT-5 and similar models have become daily drivers capable of managing day-to-day operations with proper expert oversight.
OpenAI Dominates Consumer Mindshare
- OpenAI leads consumer mindshare with ~900 million weekly active users and a reported $25B annualized revenue.
- Jordan notes ChatGPT is synonymous with AI and has successfully converted many consumer users into enterprise customers.
Google Is The Multimodal Full Stack Leader
- Google is the full stack multimodal leader with ~750M monthly users and 8M paid enterprise seats across Gemini and Vertex.
- Its multimodal edge includes native video input plus massive training data from YouTube and Workspace integration.
