The Intelligence Factory War

Part Two - Premium Analysis

Part one defined the constraint: AI is an intelligence factory governed by an exponential cost curve.

Part two defines the response. OpenAI and Anthropic are not iterating within the same strategy; they are choosing different survival architectures.

One maximizes scale to capture monopoly rents. The other maximizes defensibility to survive the cost curve. The divergence is now strategic, not operational.

The Playbook: Strategic Vectors and Practical Mechanics