Who Will Win the AI Race? Meta vs OpenAI vs Anthropic vs Google vs xAI (2026)
Five companies are spending more than almost anyone ever has to build the smartest AI in the world. Everybody’s got a favorite. Some say don’t sleep on Meta. Some say it’s Anthropic’s race to lose. Some say OpenAI’s already won. In this video, I look at the evidence, not the hype. I judge each company on six things: compute, talent, models and products, money, distribution and leadership. Then I’ll show you the scorecard and what to watch next.
Chapters
0:00 The real question
0:38 How we’ll judge it
1:29 Meta
3:22 Anthropic
5:10 SpaceX and xAI
6:43 Google
8:04 OpenAI
9:34 The scorecard
10:40 What to watch next
11:29 Close
Sources: company earnings and blogs (Meta, Alphabet, SpaceX, OpenAI), Reuters, Bloomberg, CNBC, NYT, BBC, Menlo Ventures and Compute Atlas / Epoch AI. Each scene’s source is shown on screen.
If this was useful, subscribe to Innovation Unpacked.
Go deeper: https://jtbd.one
