§ 01 · SECTOR DEEP DIVE · 10 PLATFORMS
AI Platforms
From commodity chatbots to gravitational wells. The AI systems reshaping how work gets done.
10
Platforms
2.95
Mean B
2.47
Median B
8/10
Above B = 1
Key Structural Finding
Microsoft Copilot outscores ChatGPT by 2.4x despite NPS=-19.8 and only 8% voluntary adoption. Apple Intelligence enters at B=4.44 — second only to Copilot — proving OS-level integration and zero substitutability outweigh raw AI capability. Cursor reaches Black Hole territory faster than any AI product in history. Claude has the highest action capability but the lowest lock-in by design. The AI lock-in race is not about who makes the best model. It is about who embeds deepest into infrastructure — organizational, behavioral, or hardware.
Sector Rankings — AI-OS (7.67) to Chat (0.22)
| # | Platform | Ticker | Mkt Cap | Capture | Escape | B | Zone |
|---|---|---|---|---|---|---|---|
| 01 | AI-OS (Theoretical) | - | Theoretical | 2.19 | 0.29 | 7.67 | BLACK HOLE |
| 02 | Microsoft Copilot (M365) | MSFT | $3.04T (Microsoft) | 1.85 | 0.37 | 4.99 | BLACK HOLE |
| 03 | Apple Intelligence | AAPL | $3.4T (Apple) | 1.50 | 0.34 | 4.43 | BLACK HOLE |
| 04 | Google Gemini | GOOG | $3.62T (Alphabet) | 1.66 | 0.53 | 3.15 | BLACK HOLE |
| 05 | Cursor (Anysphere) | Private | ~$9B (Anysphere) | 1.34 | 0.48 | 2.80 | BLACK HOLE |
| 06 | ChatGPT | Private | ~$300B (OpenAI) | 1.30 | 0.60 | 2.15 | EVENT HORIZON |
| 07 | Grok (xAI) | Private | ~$50B (xAI) | 1.14 | 0.64 | 1.78 | EVENT HORIZON |
| 08 | Claude (Anthropic) | Private | ~$60B (Anthropic) | 1.00 | 0.64 | 1.56 | EVENT HORIZON |
| 09 | Perplexity | Private | ~$9B | 0.55 | 0.71 | 0.78 | TRANSITION |
| 10 | Chat LLM (Generic) | - | - | 0.18 | 0.82 | 0.22 | USEFUL TOOL |
B-Index Distribution
Mean Parameter Profile
Capture Escape Extended