Emergence Capital warns AI platform lock-in risks concentrating market power
QQQ•Emergence Capital warned that dominant AI model providers could capture economic value unless businesses control their proprietary intelligence. It cited a 2026 survey in which 89% of organizations use AI and 44% report enterprise-wide scaling, up from 38% a year earlier.
1. AI value and control
Emergence Capital said competitive advantage increasingly lies in company-specific learning systems built above foundation models as model capabilities converge. Its proposed framework calls for model choice, protection of organizational expertise and portable records of individual judgment that exclude confidential information. The analysis cited McKinsey's 2026 survey, which found that 89% of organizations use AI and 44% report enterprise-wide scaling, compared with 38% a year earlier.
