AI Commentary & Industry

AI Commentary & Industry: The AI industry talks about competition between companies and between nations. The structural reality is different. Twelve major AI models across the US and China share 88.1% architectural isomorphism, at least 21 researchers rotating between labs, and Saudi and Alibaba capital flowing to both sides. This isn't competition, it's monoculture. The commentary & analysis collected here examines the AI industry at the structural level, what architectures actually get built.