tech

March 19, 2026

Most AI companies are renting their position. These 4 prompts tell you if yours is one of them.

On February 25, Perplexity shipped the best agentic product of the month. And it might not matter.

Most AI companies are renting their position. These 4 prompts tell you if yours is one of them.

TL;DR

  • Perplexity launched an agentic product called Computer, utilizing multiple frontier models and functioning as an orchestration system.
  • Despite excellent execution, Perplexity's product relies on competitor models for its core reasoning and research capabilities.
  • The article argues that most AI companies, excluding major players like Anthropic, Google, OpenAI, and Meta, are in a structurally fragile position.
  • It discusses the 'middleware trap' and the mathematical reasons why good execution on the wrong layer of the stack is unsustainable.
  • The piece aims to identify four surviving positions in the AI industry where hyperscaler incentives align with survival, and offers a diagnostic test for companies.

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