Editing Idea:The Great AI Winnowing: From Bubble to Oligopoly (section)

=== What Determines Who Survives ===

'''Capital Intensity''': 
* Ability to sustain multi-billion dollar R&D spending
* Access to patient capital during profit-free periods
* Financial resources to acquire failing competitors

'''Strategic Positioning''':
* Control of critical chokepoints in AI value chain
* Integration with existing dominant platforms
* Government relationships and regulatory advantages

'''Network Effects''':
* User data that improves with scale
* Developer ecosystems that create switching costs
* Cross-platform integration that increases stickiness

'''Execution Excellence''':
* Ability to maintain quality during rapid scaling
* Operational efficiency in delivering AI services
* Speed of product iteration and improvement