US dominates AI…so far

Tuesday 22 July 2025

Yesterday, I started paying for ChatGPT. I am not the only one. The Market Ear.

Silicon smackdown: Will OpenAI ever be matched?

OpenAI has become the AI industry’s dominant force, with 800M users and a $300B valuation—but the race is far from over. As Gavin Baker notes, an Apple-Grok partnership could be the strategic counter that gives Elon Musk’s xAI the reach it needs to seriously compete.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.