“Everyone in the AI race is running for a last-man standing position. Pretty much every market that Gartner is tracking in our AI race is likely to collapse down to a duopoly.”

John Lovelock · said 2026-10-19 · reported 2026-10-20

Lovelock told CNBC in a Monday interview that AI markets are likely to consolidate into duopolies as competitors race for a last-man standing position.