Metatrends

The Lines Are Being Drawn

In New Delhi, every major AI leader stood on stage with Prime Minister Modi – except China. In Washington, the Pentagon demanded Anthropic pick a side: national defense or moral principles. And in Silicon Valley, Anthropic’s 10X revenue explosion over OpenAI proved a winner: enterprise agents crushed consumer chatbots.

This isn’t about incremental progress anymore. AI just became geopolitical. The neutral ground is disappearing. The companies, countries, and technologies that pick the right side in the next 12 months will own the next decade.

And if you’re sitting on the sidelines thinking this doesn’t affect you, you’ve already chosen a side. You’re just not going to like which one.

Here’s what happened, why it matters, and what you need to do about it