Own It or Rent It
Monthly Snapshot
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A monthly assessment of AI platform ownership, measuring which providers control their AI capabilities versus relying on external hyperscaler ecosystems.
Overview
Long-term AI advantage depends on ownership. Own It or Rent It evaluates the balance between proprietary AI platforms and dependence on third-party infrastructure, highlighting which firms control their future economics and differentiation.
Key Questions Answered
Which providers own the most AI capability?
Who is most dependent on hyperscalers?
Which firms control their AI economics?
Where does dependency create strategic risk?
Which companies are building defensible platforms?
What's Included
Platform ownership rankings
Ecosystem dependency analysis
Strategic positioning
Company scorecards
Peer benchmarking
Executive insights
Go Beyond Traditional Research
Research at market speed.
