Remember the "AI Wars" of 2023? The endless Twitter debates about whether open-source models would "kill" OpenAI, or if proprietary giants would leave everyone else in the digital dust?
I have news for you: The war is over. And looking around the landscape in February 2026, it’s clear that nobody won—because we were fighting over the wrong thing.
The industry hasn't collapsed into a monopoly, nor has it democratized into a utopia. Instead, it has bifurcated. We have entered an era of rigorous industrial consolidation where "Intelligence" has split into two distinct products: Utilities and Thinke...