[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"nav-categories":3,"article-the-ai-tectonic-shift-gavin-baker-on-why-openai-lost-the-lead-to-google-and-xai":70},{"data":4},[5,37,57,64],{"name":6,"slug":7,"categories":8},"Productivity","productivity",[9,13,17,21,25,29,33],{"id":10,"title":11,"slug":12},17,"Branding","branding",{"id":14,"title":15,"slug":16},19,"Marketing","marketing",{"id":18,"title":19,"slug":20},20,"Work","work",{"id":22,"title":23,"slug":24},34,"Community","community",{"id":26,"title":27,"slug":28},21,"For newbies","for-newbies",{"id":30,"title":31,"slug":32},24,"Investment","investment",{"id":34,"title":35,"slug":36},22,"Finance","finance",{"name":38,"slug":39,"categories":40},"Tech","tech",[41,45,49,53],{"id":42,"title":43,"slug":44},28,"Technology","technology",{"id":46,"title":47,"slug":48},32,"Artificial Intelligence","artificial-intelligence",{"id":50,"title":51,"slug":52},26,"Security and protection","security-and-protection",{"id":54,"title":55,"slug":56},31,"YouTube Blog","youtube-blog",{"name":58,"slug":59,"categories":60},"News","news",[61],{"id":62,"title":58,"slug":63},18,"quasanews",{"name":65,"slug":66,"categories":67},"Business","business",[68],{"id":69,"title":65,"slug":66},16,{"post":71,"published_news":94,"popular_news":153,"categories":216},{"title":72,"description":73,"meta_title":72,"meta_description":74,"meta_keywords":75,"text":76,"slug":77,"created_at":78,"publish_at":79,"formatted_created_at":80,"category_id":46,"links":81,"view_type":84,"video_url":85,"views":86,"likes":87,"lang":88,"comments_count":89,"category":90},"The AI Tectonic Shift: Gavin Baker on Why OpenAI Lost the Lead to Google and xAI","In a sweeping analysis that has rippled through the tech investment community, Gavin Baker — CIO of Atreides Management and a deeply knowledgeable observer of AI markets — declared in a December 2025 podcast and lengthy X thread that the balance of power in frontier AI has fundamentally changed.","For the first time, OpenAI has slipped to third place, overtaken by Google (with Gemini 3) and xAI (Grok 4.1) in what Baker calls the \"token war.\"","For investors and builders alike, the message is clear — the token war has entered its endgame.","\u003Cp>In a sweeping analysis that has rippled through the tech investment community, \u003Cstrong>Gavin Baker \u003C/strong>— CIO of Atreides Management and a deeply knowledgeable observer of AI markets — \u003Ca href=\"https://www.youtube.com/watch?v=cmUo4841KQw\">declared\u003C/a> in a December 2025 podcast and \u003Ca href=\"https://x.com/GavinSBaker/status/1991248768654803337\">lengthy X thread\u003C/a> that the balance of power in frontier AI has fundamentally changed.\u003C/p>\n\n\u003Cp>\u003Cimg alt=\"\" class=\"image-align-left\" height=\"298\" src=\"https://quasa.io/storage/photos/00/image - 2025-11-10T205102.581.jpg\" width=\"200\" />For the first time, \u003Ca href=\"https://quasa.io/media/openai-s-first-real-reckoning-gemini-s-shadow-looms-large\">\u003Cstrong>OpenAI\u003C/strong>\u003C/a> has slipped to third place, overtaken by \u003Cstrong>Google\u003C/strong> (with \u003Ca href=\"https://quasa.io/media/gemini-3-s-deep-think-unlocking-parallel-reasoning-for-the-toughest-ai-challenges\">Gemini 3\u003C/a>) and \u003Ca href=\"https://quasa.io/media/elon-musk-unveils-ambitious-plans-for-xai-s-ai-revolution\">\u003Cstrong>xAI\u003C/strong>\u003C/a> (Grok 4.1) in what Baker calls the "token war."\u003C/p>\n\n\u003Cp>Baker's core thesis: raw benchmark dominance is giving way to \u003Cstrong>token economics\u003C/strong> as the decisive battleground. While Apple and Nvidia command trillion-dollar valuations without being "cheap," AI is different — victory belongs to whoever produces intelligence at the lowest marginal cost.\u003C/p>\n\n\u003Cp>OpenAI's much-anticipated \u003Cstrong>GPT-5\u003C/strong> (released in mid-2025) failed to reclaim the crown not because it was weak, but because it was deliberately constrained. Designed for efficiency rather than scale, GPT-5 is a smaller model routed behind load balancers to minimize inference costs.\u003C/p>\n\n\u003Cp>\u003Cstrong>Its goal\u003C/strong>: profitability in a world where token pricing has plummeted (Gemini 3 Flash tokens are now ~80% cheaper than comparable OpenAI offerings).\u003C/p>\n\n\u003Cp>This pragmatic pivot reflects OpenAI's reliance on external cloud providers (primarily Azure and Oracle), forcing it to pay "rent" on compute — unlike vertically integrated rivals.\u003C/p>\n\n\u003Cp>\u003Cstrong>\u003Cimg alt=\"\" class=\"image-align-right\" height=\"169\" src=\"https://quasa.io/storage/photos/00/image - 2025-11-27T094324.790.jpg\" width=\"300\" />Google\u003C/strong>, Baker argues, is executing a classic "starve the oxygen" strategy. With full ownership of its stack — \u003Ca href=\"https://quasa.io/media/why-tpus-are-a-bigger-nightmare-for-nvidia-than-amd\">custom \u003Cstrong>TPU v6 Trillium\u003C/strong> chips\u003C/a>, vast data centers, and optimized software — Google can sustain negative margins (~-30% on cloud AI services) to undercut competitors dependent on external funding. This mirrors historical plays by Amazon and Uber: accept short-term losses to capture market share and raise barriers.\u003C/p>\n\n\u003Cp>\u003Cstrong>xAI\u003C/strong> emerges as the dark horse. Elon Musk's team is on track to be the \u003Cstrong>first\u003C/strong> to train at scale on Nvidia's next-generation \u003Cstrong>Blackwell\u003C/strong> architecture (B200/GB200 superchips) in early 2026, thanks to what \u003Ca href=\"https://quasa.io/media/learn-physics-jensen-huang-s-vision-for-the-next-wave-of-ai\">Nvidia CEO Jensen Huan\u003C/a>g called "superhuman" buildout speed. The \u003Cstrong>Colossus\u003C/strong> cluster — 100,000 H100 GPUs operational in just \u003Cstrong>19 days\u003C/strong> (versus years for peers) — exemplifies this velocity. Early Blackwell access could deliver a 3-5x training efficiency leap, widening xAI's lead.\u003C/p>\n\n\u003Cp>\u003Cimg alt=\"\" class=\"image-align-left\" height=\"173\" src=\"https://quasa.io/storage/photos/01/image - 2025-07-09T195711.704.jpg\" width=\"230\" />The result? An \u003Cstrong>insurmountable moat\u003C/strong>. Baker sees the industry consolidating into a closed oligopoly of four: Google, xAI, OpenAI, and \u003Ca href=\"https://quasa.io/media/anthropic-engages-top-ipo-law-firm-wilson-sonsini-signaling-potential-2026-public-debut-in-race-with-openai\">Anthropic\u003C/a>. Each already possesses non-public models "significantly superior" to released versions. New entrants face prohibitive capital requirements — training a frontier model now demands \u003Cstrong>$10-20 billion\u003C/strong> in compute alone.\u003C/p>\n\n\u003Cp>China's position looks increasingly precarious. By rejecting sanctioned Nvidia variants (B20/B30 series with crippled interconnects), Beijing bet on domestic alternatives that lag years behind.\u003C/p>\n\n\u003Cp>When the West transitions to full Blackwell in 2026, the hardware gap could become "catastrophic," Baker warns.\u003C/p>\n\n\u003Cp>\u003Cimg alt=\"\" class=\"image-align-right\" height=\"447\" src=\"https://quasa.io/storage/photos/00/image - 2025-11-23T103802.280.jpg\" width=\"300\" />Yet progress didn't stall during Blackwell delays, thanks to a paradigm shift: \u003Cstrong>test-time compute\u003C/strong> and reasoning models (exemplified by OpenAI's o1 series). By allocating more tokens to internal chain-of-thought during inference, performance scales dramatically without new hardware — effectively discovering new scaling laws.\u003C/p>\n\n\u003Cp>\u003Cstrong>Baker's conclusion is sobering\u003C/strong>: the AI race is no longer about who builds the biggest model first, but who controls the cheapest, most abundant intelligence supply chain. \u003Ca href=\"https://quasa.io/media/the-ai-is-killing-google-traffic-and-app-stores-myth-a-reality-check-with-actual-numbers\">Google\u003C/a> and xAI currently hold the high ground. For investors and builders alike, the message is clear — the token war has entered its endgame.\u003C/p>\n\n\u003Cp>\u003Cstrong>Also read:\u003C/strong>\u003C/p>\n\n\u003Cul>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/spotify-s-aggressive-video-push-leaked-deck-reveals-bid-to-challenge-youtube-with-non-exclusive-creator-deals\">Spotify's Aggressive Video Push: Leaked Deck Reveals Bid to Challenge YouTube with Non-Exclusive Creator Deals\u003C/a>\u003C/li>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/the-ai-cheating-assistant-drama-cluely-s-meteoric-rise-pickle-s-open-source-clone-and-a-code-theft-scandal\">The AI 'Cheating' Assistant Drama: Cluely's Meteoric Rise, Pickle's Open-Source Clone, and a Code Theft Scandal\u003C/a>\u003C/li>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/stanford-s-free-ai-agentic-reviewer-accelerating-research-with-instant-paper-feedback\">Stanford's Free AI Agentic Reviewer: Accelerating Research with Instant Paper Feedback\u003C/a>\u003C/li>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/research-methods-in-cyber-security-and-data-governance\">Research Methods in Cyber Security and Data Governance\u003C/a>\u003C/li>\n\u003C/ul>\n\n\u003Cp>Author: \u003Ca href=\"https://www.linkedin.com/in/slava-vasipenok/\">Slava Vasipenok\u003C/a>\u003Cbr />\nFounder and CEO of QUASA (quasa.io) - Daily insights on Web3, AI, Crypto, and Freelance. Stay updated on finance, technology trends, and creator tools - with sources and real value.\u003C/p>\n\n\u003Cp>Innovative entrepreneur with over 20 years of experience in IT, fintech, and blockchain. Specializes in decentralized solutions for freelancing, helping to overcome the barriers of traditional finance, especially in developing regions.\u003C/p>","the-ai-tectonic-shift-gavin-baker-on-why-openai-lost-the-lead-to-google-and-xai","2025-12-17T14:50:46.000000Z","2025-12-26T06:49:00.000000Z","26.12.2025",{"image":82,"thumb":83},"https://quasa.io/storage/images/news/lIUa3iUky6yDQ57QmBBACpltYuETaIS39YduZjQN.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/lIUa3iUky6yDQ57QmBBACpltYuETaIS39YduZjQN.jpg","small",null,1271,0,"en",1,{"id":46,"title":47,"slug":48,"meta_title":47,"meta_description":91,"meta_keywords":91,"deleted_at":85,"created_at":92,"updated_at":93,"lang":88},"Artificial Intelligence, ai, ml, machine learning, chatgpt, future","2024-09-22T08:08:27.000000Z","2024-09-23T12:49:38.000000Z",[95,108,119,130,142],{"title":96,"description":97,"slug":98,"created_at":99,"publish_at":100,"formatted_created_at":101,"category":102,"links":103,"view_type":84,"video_url":85,"views":106,"likes":87,"lang":88,"comments_count":87,"is_pinned":107},"Your Computer Mouse Can Now Eavesdrop on You","Researchers from the University of California, Irvine have demonstrated a surprising new security threat: an ordinary optical computer mouse can be turned into a covert microphone capable of listening to your conversations.","your-computer-mouse-can-now-eavesdrop-on-you","2026-03-25T21:21:22.000000Z","2026-04-09T11:13:00.000000Z","09.04.2026",{"title":43,"slug":44},{"image":104,"thumb":105},"https://quasa.io/storage/images/news/zvGSPNFVpmuJgnlniEHiwPc4aaeGYIVAuwxhouXu.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/zvGSPNFVpmuJgnlniEHiwPc4aaeGYIVAuwxhouXu.jpg",67,false,{"title":109,"description":110,"slug":111,"created_at":112,"publish_at":113,"formatted_created_at":101,"category":114,"links":115,"view_type":84,"video_url":85,"views":118,"likes":87,"lang":88,"comments_count":87,"is_pinned":107},"Figure AI Founder Brett Adcock Launches Hark: A New Lab Building True Personal AGI","Brett Adcock, the founder of humanoid robotics company Figure AI, has quietly launched his next ambitious venture: Hark, an AI laboratory dedicated to creating the world’s most advanced personal intelligence.","figure-ai-founder-brett-adcock-launches-hark-a-new-lab-building-true-personal-agi","2026-03-25T20:23:25.000000Z","2026-04-09T09:11:00.000000Z",{"title":43,"slug":44},{"image":116,"thumb":117},"https://quasa.io/storage/images/news/C1UuYbaKmb90FPNMq9HupZ84jzRUQmO6HBbSPEPh.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/C1UuYbaKmb90FPNMq9HupZ84jzRUQmO6HBbSPEPh.jpg",150,{"title":120,"description":121,"slug":122,"created_at":123,"publish_at":124,"formatted_created_at":101,"category":125,"links":126,"view_type":84,"video_url":85,"views":129,"likes":87,"lang":88,"comments_count":87,"is_pinned":107},"Pokémon Go’s 10-Year Legacy: How Millions of Players Accidentally Trained Robots to Deliver Your Food","Ten years after its explosive launch, Pokémon Go continues to deliver surprises — this time, not in the form of rare Pikachu, but in the form of a powerful new navigation system for delivery robots.","pokemon-go-s-10-year-legacy-how-millions-of-players-accidentally-trained-robots-to-deliver-your-food","2026-03-25T20:06:36.000000Z","2026-04-09T06:59:00.000000Z",{"title":43,"slug":44},{"image":127,"thumb":128},"https://quasa.io/storage/images/news/ceiFSOJQ3diMLwMI4POUSJwIjscAuwf5TWE2DXlN.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/ceiFSOJQ3diMLwMI4POUSJwIjscAuwf5TWE2DXlN.jpg",213,{"title":131,"description":132,"slug":133,"created_at":134,"publish_at":134,"formatted_created_at":135,"category":136,"links":137,"view_type":140,"video_url":85,"views":141,"likes":87,"lang":88,"comments_count":87,"is_pinned":107},"Jaxx Liberty for Cross-Device Crypto Management","A practical article about Jaxx Liberty as a cross-platform blockchain wallet with portfolio tools, exchange access, and block explorer features for daily crypto management.","jaxx-liberty-for-cross-device-crypto-management","2026-04-08T12:21:43.000000Z","08.04.2026",{"title":35,"slug":36},{"image":138,"thumb":139},"https://quasa.io/storage/images/news/2BoYmDUS7F9wHE0dwpD2KUpX702LkL1Spp2KC5Vm.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/2BoYmDUS7F9wHE0dwpD2KUpX702LkL1Spp2KC5Vm.jpg","large",885,{"title":143,"description":144,"slug":145,"created_at":146,"publish_at":147,"formatted_created_at":135,"category":148,"links":149,"view_type":84,"video_url":85,"views":152,"likes":87,"lang":88,"comments_count":87,"is_pinned":107},"Nvidia CEO Jensen Huang Proposes Paying Engineers with AI Tokens","Nvidia CEO Jensen Huang has put forward a radical new idea for compensating tech talent: paying engineers part of their salary in AI tokens.","nvidia-ceo-jensen-huang-proposes-paying-engineers-with-ai-tokens","2026-03-25T19:56:16.000000Z","2026-04-08T11:48:00.000000Z",{"title":19,"slug":20},{"image":150,"thumb":151},"https://quasa.io/storage/images/news/KL5Yqt5ZzW3R4cu7XmE15grrRHdKZ1WBoKbC6Zu3.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/KL5Yqt5ZzW3R4cu7XmE15grrRHdKZ1WBoKbC6Zu3.jpg",928,[154,167,180,192,204],{"title":155,"description":156,"slug":157,"created_at":158,"publish_at":159,"formatted_created_at":160,"category":161,"links":162,"view_type":84,"video_url":85,"views":165,"likes":166,"lang":88,"comments_count":87,"is_pinned":107},"The Anatomy of an Entrepreneur","Entrepreneur is a French word that means an enterpriser. Enterprisers are people who undertake a business or enterprise with the chance of earning profits or suffering from loss.","the-anatomy-of-an-entrepreneur","2021-08-04T15:18:21.000000Z","2025-12-14T06:09:00.000000Z","14.12.2025",{"title":65,"slug":66},{"image":163,"thumb":164},"https://quasa.io/storage/images/news/mVsXPTMuHZuI7UXCsENgL1Qwp1uSOf7Rz3uVPMfm.webp","https://api.quasa.io/thumbs/news-thumb/images/news/mVsXPTMuHZuI7UXCsENgL1Qwp1uSOf7Rz3uVPMfm.webp",67999,2,{"title":168,"description":169,"slug":170,"created_at":171,"publish_at":172,"formatted_created_at":173,"category":174,"links":175,"view_type":140,"video_url":85,"views":178,"likes":179,"lang":88,"comments_count":87,"is_pinned":107},"Advertising on QUASA","QUASA MEDIA is read by more than 400 thousand people a month. We offer to place your article, add a link or order the writing of an article for publication.","advertising-on-quasa","2022-07-06T07:33:02.000000Z","2025-12-15T17:33:02.000000Z","15.12.2025",{"title":58,"slug":63},{"image":176,"thumb":177},"https://quasa.io/storage/images/news/45SvmdsTQbiyc3nxgbyHY1mpVbisYyub2BCHjqBL.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/45SvmdsTQbiyc3nxgbyHY1mpVbisYyub2BCHjqBL.jpg",67403,4,{"title":181,"description":182,"slug":183,"created_at":184,"publish_at":185,"formatted_created_at":186,"category":187,"links":188,"view_type":84,"video_url":85,"views":191,"likes":179,"lang":88,"comments_count":87,"is_pinned":107},"What is a Startup?","A startup is not a new company, not a tech company, nor a new tech company. You can be a new tech company, if your goal is not to grow high and fast; then, you are not a startup. ","what-is-a-startup","2021-08-04T12:05:17.000000Z","2025-12-17T13:02:00.000000Z","17.12.2025",{"title":65,"slug":66},{"image":189,"thumb":190},"https://quasa.io/storage/images/news/EOsQhSW3VXyG7a6NPdE1oZd00xfJXe3bjY5aJGb7.webp","https://api.quasa.io/thumbs/news-thumb/images/news/EOsQhSW3VXyG7a6NPdE1oZd00xfJXe3bjY5aJGb7.webp",65650,{"title":193,"description":194,"slug":195,"created_at":196,"publish_at":197,"formatted_created_at":198,"category":199,"links":200,"view_type":84,"video_url":85,"views":203,"likes":166,"lang":88,"comments_count":89,"is_pinned":107},"Top 5 Tips to Make More Money as a Content Creator","Content creators are one of the most desired job titles right now. Who wouldn’t want to earn a living online?","top-5-tips-to-make-more-money-as-a-content-creator","2022-01-17T17:31:51.000000Z","2026-01-17T11:30:00.000000Z","17.01.2026",{"title":19,"slug":20},{"image":201,"thumb":202},"https://quasa.io/storage/images/news/gP8kiumBPpJmQv6SMieXiX1tDetx43VwFfO1P4Ca.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/gP8kiumBPpJmQv6SMieXiX1tDetx43VwFfO1P4Ca.jpg",40099,{"title":205,"description":206,"slug":207,"created_at":208,"publish_at":209,"formatted_created_at":210,"category":211,"links":212,"view_type":140,"video_url":85,"views":215,"likes":166,"lang":88,"comments_count":87,"is_pinned":107},"8 Logo Design Tips for Small Businesses","Your logo tells the story of your business and the values you stand for.","8-logo-design-tips-for-small-businesses","2021-12-04T21:59:52.000000Z","2025-05-05T03:30:00.000000Z","05.05.2025",{"title":15,"slug":16},{"image":213,"thumb":214},"https://quasa.io/storage/images/news/Wbx2NtS1CnTupgoQbpFMGspJ5jm4uob2hDOq33r0.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/Wbx2NtS1CnTupgoQbpFMGspJ5jm4uob2hDOq33r0.jpg",39488,[217,218,219,220,221,222,223,224,225,226,227,228,229],{"title":23,"slug":24},{"title":47,"slug":48},{"title":55,"slug":56},{"title":43,"slug":44},{"title":51,"slug":52},{"title":31,"slug":32},{"title":35,"slug":36},{"title":27,"slug":28},{"title":19,"slug":20},{"title":15,"slug":16},{"title":58,"slug":63},{"title":11,"slug":12},{"title":65,"slug":66}]