Google is Playing all the Layers
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A discussion of the AI industry's competitive landscape through a layered framework: data centers (Google, Amazon), model providers (OpenAI, Anthropic), AI coding tools (Cursor, OpenCode), and hardware producers (Google, Nvidia, AMD). The argument is that vertically integrated players like Google — operating across all four layers including custom hardware (TPUs) and data centers — have the strongest competitive position. Model providers like Anthropic face the shallowest moats, as open-source models (DeepSeek) are eroding their defensibility. AI coding tool companies are seen as difficult to replicate but vulnerable unless they also operate at the infrastructure layers.