🔥🎯The Real AI Moat in 2026: Not Models, but "Distribution Rights"

If you shift your perspective from "whose model is stronger" to "who can distribute intelligence to the most endpoints," you'll find that the AI landscape in 2026 has already quietly reshuffled.

Companies that control the default entry points are the ones that truly master AI reach. $Apple(AAPL.US) dominates devices, $Alphabet(GOOGL.US) controls search, $Microsoft(MSFT.US) deeply integrates into enterprise workflows, and $Meta Platforms(META.US) holds the power of attention distribution. These giants don't need to win in model comparisons; they just need to inject "good enough intelligence layers" into the scenarios users interact with daily to complete the commercialization loop first.

Sam Altman issued a Code Red to Google not because he was worried that Gemini could surpass OpenAI, but because he knew that once Google integrates the "default intelligence layer" into products like Search, Gmail, Android, and YouTube, it doesn't need to win the model war to win the scale war.

The real advantage comes from scale, and scale comes from distribution. Whoever can deliver intelligence to more hardware, more apps, and more enterprise processes will hold the dominance in the AI era.

While the industry is still debating whose model has more parameters, the giants are quietly seizing the ultimate asset: "entry permissions."

Who do you think will hold the dominance of AI in 2026? Companies with model innovation or giants that control users' default paths?

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#AI #ArtificialIntelligence #OpenAI #Google #Apple #Microsoft #Meta #TechTrends