Beyond the Cognitive Arms Race: The Real Fight for Enterprise Memory
A Strategic Analysis of AI's Infrastructure Phase OAI = open AI, AIC = anthropic, DSK = deepseek. The cognitive arms race narrative has dominated AI discourse for two years. It is seductive: three labs, each with distinct ideologies, racing toward superhuman intelligence. OAI the defector, AIC the conscience, DSK the insurgent. But this framing is becoming obsolete. What we are witnessing is not a race to AGI. It is a race to become operational infrastructure . The distinction matters profoundly for strategy, investment, and market outcomes. I. Reframing the Battlefield Distribution, cost structure, and trust are the true axes of competition. But stress-testing those assumptions reveals something deeper: each competitor is playing a different game, on a different board, with different victory conditions. This is not a symmetrical war. It is three asymmetric campaigns. II. OAI: The Infrastructure Ambition The Misread Signal OAI is frequently criticized for incremental model impro...