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AI Gateways & OS

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Watch AI Gateways and the AI OS Value Chain: A Deep Dive Over the next two to three years the AI gateway will settle into a two-layer control structure: the bottom layer (OS, browser, search, super-apps) owns distribution and permissions, while the top layer (AI assistants and agent platforms) fights for the right to execute user intent. The surest money still sits in enterprise AI gateways, AI search advertising, and cloud inference; pure consumer agent companies still monetize more weakly than Big Tech's system-level moats. Rating Watch: a real but unevenly realized opportunity where entry rights, not model quality, decide the winners. SECTOR · AIAI Gateways & OS19 de mayo de 2026