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Cathie Wood says the AI race has shrunk to 'Big 4' key players—and it could soon become 2
Fortune·2025-09-24 02:13

Ark Invest CEO Cathie Wood said the AI space is already being ruled by a group of “big four” players.The 69-year-old investor said OpenAI, Anthropic, Elon Musk’s xAI, and Google’s Gemini are competing for dominance—and the competition is fierce. She noted, ultimately, the four current competitors could be narrowed down to two. “The number of companies competing, truly competing, in the Large Language Model space has shrunk,” she told Bloomberg.The recent “acquihires” conducted by OpenAI and Meta, which is n ...