← All articlesDossier · 6 articles
The war of the models
OpenAI, Anthropic, Google, and China opening the floodgates: who really dominates, who's bluffing, and why geopolitics is getting involved.
01SocietyFor the first time, ChatGPT accounts for less than half of the AI marketAccording to Sensor Tower's 2026 report, ChatGPT's market share has fallen below 50% for the first time. We break down the numbers02SocietyAnthropic overtakes OpenAI in revenue: the bet on discretion versus that on excessAnthropic has overtaken OpenAI in reported revenue, driven by enterprise confidence rather than consumer volume. We analyse the tw03ModelsKimi K3: the largest open model ever built comes from Beijing, and it is nipping at the heels of the bestOn 16 July 2026, Moonshot AI launched Kimi K3, a 2.8-trillion-parameter model billed as the largest open-weight model ever release04ModelsGemini 3.5 Pro: why Google can no longer ship its model on timeGemini 3.5 Pro, Google's flagship model announced in May for a June release, keeps slipping and is now reportedly targeting 17 Jul05ModelsGLM-5.2 versus Opus 4.8 and GPT-5.5: China opens the floodgates while the West shuts its ownOn 13 June 2026, Zhipu AI released GLM-5.2 under the MIT licence, the day after Washington cut off Fable 5 and Mythos 5. We break 06SocietyThe silicon curtain: where the AI war between the US and China really standsIn our article of 25 April on DeepSeek V4, we wrote: "How will this new state of play redraw the balance of power between America