Meta’s Manus acquisition fires the starting gun on AI’s next competitive phase: the context wars. As models commoditize, competitive advantage shifts to who has the richest context and the best infrastructure to deploy it.
The context wars favor companies with existing user relationships. Meta, Google, Apple, Microsoft, and Amazon each have different context advantages. The coming battle is about connecting these context assets to AI capabilities effectively.
Model performance is converging. GPT-4, Claude, Gemini, and Llama produce increasingly similar outputs on standard benchmarks. The differentiation opportunity has shifted to context: whose AI knows users best and responds most relevantly?
Winners: platforms with deep user context and infrastructure to deploy it. Losers: pure-play AI companies without existing user relationships. The competitive landscape now favors incumbents who can combine context advantages with AI capabilities.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
