Corporate comparison · valuations · outlook
The map flipped —
who's winning the AI business.
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01
The companies
02
Revenue, spend & targets
Run-rate revenue vs estimated spend, target hit/miss/overperform, and a three-variable view (revenue × spend × valuation).
Revenue vs estimated spend ($B)
Below break-even = burning cash.
Revenue × Spend × Valuation
Bubble area ∝ valuation; dashed line = break-even.
03
API pricing, head to head
Output $/M tokens for each company's headline model — the clearest signal of pricing strategy.
04
Outlook
Where this goes from here — auto-updated forward.