All companies are now AI companies. Just like a while ago all companies were suddenly Ads companies. The entire tech sector is one big FOMO - once you reach certain scale you do exactly the same thing as everyone else.

I get what you mean but SpaceX owns xAI, which is objectively a company that trains models and has massive distribution by owning X.

I don’t think their models are competitive with Google, and Google obviously has the best distribution imaginable, but they definitely are a competitor.

In the way that Michael Jordan and myself are both basketball players

One of which has more capacity and wants even more, one of which has less capacity and is renting it out.

In the sense that if you want to sell anything whatsoever today it must an AI story.

One is an ad company the other a lifestyle venture?