KNOWLEDGE NOTES

Knowledge Notes

Explore curated knowledge, course notes and methods, with their existing content and sources preserved.

This index lists complete English editions. Additional Chinese notes and bilingual updates remain available in the Chinese index.

350knowledge notes

Wang Kai's Observations on AI Industry Judgments and the Competitive Landscape of Large Companies

790 posts spanning 3 years of observations on the competitive landscape of large AI companies: the evolution of OpenAI / Anthropic / Google / Apple / Microsoft / domestic Chinese players, Scaling Law / model capability grading / regulatory milestones / large model ecosystem boundaries / the AI hardware wave

AI Industry LandscapeIndustry judgmentCompetitive analysisEnglish edition