The AI Race Just Became a Resource War. Here’s Who Owns the Mine.

Open source just did to the AI industry what the AI industry did to everyone else. And it happened so fast that an $11 billion company might not survive the year.

One company shipped four enterprise products in a week managed agents, desktop AI, cybersecurity scanning, and intelligent model routing. The other revealed it was never competing in the same race.

Anthropic's frontier model finds 27-year-old kernel vulnerabilities. OpenAI is pitching Congress for $600 billion. Google just shipped Gemma 4 under Apache 2.0. A Chinese lab built an autonomous coder that runs eight hours without human help — on sanctioned chips, for one-fifth the price.