AI INSIGHT
Alphabet dominates decisively across nearly all dimensions, holding a 6-point overall advantage with near-perfect scores in Product Integration (97), R&D Investment (98), and AI Infrastructure (97)—the hard assets and capabilities that sustain competitive moats. Meta trails slightly but remains a formidable competitor, matching Alphabet in strategic depth while showing a meaningful gap only in Revenue from AI (85 vs. 88), suggesting it monetizes AI less efficiently despite comparable technical capabilities.