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These are not profiles. Each page is a living source of truth: what Peregrinations currently believes, what would change that belief, and what questions need watching.
Meta is the strongest consumer-distribution lab if open models remain good enough to commoditize frontier access.
Amazon is underappreciated if AI demand rewards boring infrastructure, logistics discipline, and enterprise distribution.
Apple is advantaged in the private, on-device AI interface, but at risk if assistant quality becomes more important than trust and integration.
Netflix is an AI beneficiary through personalization, production tooling, ads, and games, but not a core frontier-infrastructure company.
Google is the most internally complete AI company, but its advantage depends on converting technical depth into product behavior without damaging Search economics.
NVIDIA remains the default toll road for frontier AI until networking, software, and supply-chain integration become modular enough to unbundle.
Anthropic is the premium enterprise reasoning lab if Claude keeps a trust and coding-quality edge.
OpenAI has the strongest consumer AI habit and developer mindshare, but must defend margins as intelligence becomes cheaper and more widely available.