I think the foundation model companies are actually poorly situated to reach the leading edge of AGI first, simply because their efforts are fragmented across m

I think the foundation model companies are actually poorly situated to reach the leading edge of AGI first, simply because their efforts are fragmented across multiple companies with different specializations—Claude is best at coding, OpenAI at reasoning, Gemini at large context, and so on. The most advanced tools are (and will continue to be) at a higher level of the stack, combining the leading models for different purposes to achieve results that no single provider can match using only their own models. I see no reason to think this won't hold post-AGI (if that happens). AGI doesn't mean capabilities are uniform.