Editorial companion

What stands out

Jeffrey Cole argues that the old guard of Big Tech may not be prepared for the speed of AI-driven disruption and names companies like Nvidia, SpaceX, Anthropic and Intel as the newcomers reshaping leadership. The clip matters because it is not a vague warning; Cole pinpoints specific names and frames the shift as a structural contest between incumbent platforms and firms building core AI infrastructure. That framing turns a debate about products into a debate about which companies own the data, chips and models that will power the next decades of software.