AI industry has effectively consolidated into what the author dubs “The Blob,” a tightly interconnected system dominated by major players like Nvidia, Microsoft, Google LLC (and its parent Alphabet Inc.), OpenAI and others. The article highlights how these companies are simultaneously investors, customers, and infrastructure providers for each other—creating circular money and compute flows—and how this deep integration raises concerns about competition, innovation, and regulation. It notes that what began with ideals of open AI research has shifted into a profit-driven machine, with government and geopolitical interests further entwined. The author suggests this structure may wield outsized influence over the future of AI development, deployment, and oversight—and questions whether society is prepared to manage the risks that such concentrated power brings
