
AI capability is not a single curve; it is four overlapping paradigms, each with distinct inputs, mechanisms, walls, and economic structures.
Understanding which paradigm you are in determines whether you invest in data, alignment, inference compute — as explored in the economics of AI compute infrastructure — , or orchestration. The transitions between them are forced, not chosen.
The competitive map of 2026 is best read through this lens.
Yet, and this is a key point for this structural analysis, a fight paradigm is now emerging that will define the industry in 2026-27.
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