Commander in Brief
Four AI Giants, Four Doors, One Lesson in Strategy
22 June 2026 0:00
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About this episode
Four companies — OpenAI, Anthropic, Google, and xAI — are building the same underlying technology. On a spec sheet they look like four versions of one product. Watch what they actually do, and they blur apart into four completely different businesses, each occupying different real estate in the customer's mind.
This episode reads the AI race through Michael Porter's three doors and the Resolute Strategy & Positioning framework — and turns the lesson back on every operator running a business in a crowded market.
In this episode
Porter's three doors — and why most companies think they're on Door 3 when the...
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