AGI Strategy Glossary · Field guide
Who is shaping the transition to advanced AI, what each one wants, what it can do about it, and who stands in its way. Facts as of October 2026.
Incentives are easiest to see in a live dispute. Pick a fight to see who lines up on each side, why, and who could tip it.
Money flows both ways between the labs and the companies that back them. Investors put cash in; the labs promise much larger sums back for chips and cloud capacity. Tap a line for the figure and its source.
Log scale: each gridline is ten times the last. Safety philanthropy and political money are a rounding error next to the industry's spending.
Frontier AI depends on a chain of inputs, and a few links in it are controlled by one or two companies. Those chokepoints are why chips sit at the center of US–China strategy. The middle column shows who pulls which lever.
Pick any player. On the left are those who can move it (funders, suppliers, regulators, opponents); on the right, those it can move. Tap a name to make it the center.
The events of 2025 and 2026 that tie the players together. Filter to one player to follow its story.
An unofficial companion to BlueDot Impact's AGI Strategy course, compiled by Nate Otey. Not affiliated with or endorsed by BlueDot Impact. Every relationship shown rests on a fact on a card or a linked source; tell us if one is wrong.