Where Two Fight, the Third Gains: Who Benefits from the AI War?

2025-02-05 | By Mariusz Jażdżyk

Who is Benefiting from the AI War?

Amid the "war" between China and the U.S., yesterday Peter Thiel's Palantir surged by 23% after publishing its earnings report. Over the past year, the company has grown by a staggering 500%!

Is that a big enough hint?

Suppliers of Models and Infrastructure Sell Us Commodities

Universal algorithms, like hashtag #LLM, are becoming the basic building blocks for creating solutions. Meanwhile, armies of sales managers, business development managers, and presales specialists are frantically searching for ways to sell these increasingly cheaper tokens. In the process, they deceive the public with visions of AGI that… well, won’t be arriving anytime soon.

So, Who is Really Benefiting?

For example, Peter Thiel—he knows what he's doing, and that’s why I respect him.

Real Advantage Lies in Your Unique "Add-on"

From my years spent building data-driven solutions (something I discuss in my book Chief Data Officer), I’ll say something counterintuitive: the real advantage doesn’t lie in a dazzling algorithm, but in your unique "add-on."

It’s about local applications, proprietary data, and genuine needs. This combination adds a fourth dimension—a true, irreplaceable value.
AI is not a magic wand; it’s a tool.

The Fight is Evolving to a New Level

The company that integrates this into its processes will find its "El Dorado." The battle is moving to a different level. Peter knows this 😉


Author: Mariusz Jażdżyk

The author is a lecturer at Kozminski University, specializing in building data-driven organizations in startups. He teaches courses based on his book Chief Data Officer, where he explores the practical aspects of implementing data strategies and AI solutions.