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• Published on 26 August 2025
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Published on 14 September 2026
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Published on 14 September 2026
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Published on 12 September 2026
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Published on 12 September 2026
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There’s nothing quite like watching tech titans throw their toys out of the pram. Elon Musk, never one to shy away from a public spat, has decided to take on the rather cosy partnership between Apple and OpenAI. He claims their collaboration is anticompetitive, a move designed to lock everyone else out of the artificial intelligence playground. To me, it looks less like a noble crusade for the free market and more like a predictable squabble over who gets the biggest slice of an ever expanding pie.
Frankly, I find the whole thing rather tedious, but it does raise an interesting point. These legal challenges, which you can read more about in The AI Antitrust Battle, have a habit of shaking things up. History is littered with examples of dominant companies getting a rap on the knuckles from regulators, and in the ensuing chaos, new opportunities often emerge for those clever enough to spot them. When the giants are busy wrestling in the mud, it’s often the nimble players on the sidelines who stand to gain the most.
For investors, I think the most pragmatic approach is to ignore the courtroom drama and instead look at the companies supplying the tools for this technological arms race. Take NVIDIA, for instance. They produce the high-powered chips that are the lifeblood of modern AI. It doesn’t matter a jot to them whether Apple, Google, or some upstart from a garage in Cambridge wins the AI war. They all need NVIDIA’s silicon to train their clever algorithms.
This is the classic ‘picks and shovels’ strategy. During the gold rushes of the 19th century, the people who made the most reliable fortunes weren’t the prospectors, but the merchants selling them equipment. NVIDIA is today’s premier shovel-seller. As long as the AI boom continues and competition heats up, demand for their hardware could remain robust. It’s a beautifully simple thesis in a ridiculously complex sector. This logic also extends to the wider semiconductor industry, from chip manufacturers to the firms that supply the essential infrastructure for data centres.
While the big consumer-facing AI models grab all the headlines, there are other, perhaps more interesting, companies quietly getting on with business. A firm like Palantir Technologies comes to mind. They’ve carved out a niche for themselves by providing complex data analysis and AI tools to governments and large corporations, sectors where off-the-shelf solutions just won’t cut it.
If the major players get bogged down by legal restrictions, it could create a vacuum. Businesses might start looking for more specialised, independent partners, and companies like Palantir could be perfectly positioned to step in. They offer something different from the mainstream, a focus on deep, operational intelligence rather than just generating poetry or pictures of cats. This differentiation might become a significant advantage in a market that could be forced to diversify. It’s a reminder that the AI ecosystem is far broader than just a few household names.
View the full Basket:The AI Antitrust Battle
View the full Basket:The AI Antitrust Battle
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Published on 14 September 2026
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Published on 14 September 2026
Read article
Published on 13 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article