AI Industry Judgments and Company Competition (Cross-Author Thematic Synthesis)
A synthesis of 6 perspectives on "AI industry judgments + evolution of the Big Three + the Scaling Law debate". Covers Wang Kai's 790 posts from 3 years of observation (evolution of OpenAI/Anthropic/Google / SaaS crisis / AI hardware wave / model discipline); Lao Huang newtype's 452 posts + BIG NEWS timeline (7 immutable anchors / LLM=OS / Context Matters); 2 newtype research reports (Agent architecture + $87 billion market); 505 posts on model evaluation (2024-2026 evolution timeline); Anthropic+OpenAI insiders (Cat Wu + Embiricos); Shensi Circle VC perspective (a16z / Sequoia / YC, 659 articles). Covers the three-way Scaling Law debate, disagreements over the SaaS crisis, disagreements over Apple's path, and the valuations and strategies of the Big Three.