Earlier this year, I had a noble idea. For my job, I have to remember a lot of AI companies, so I thought I'd draw up a competition map for my desk. I'd divvy a sheet of paper into columns and list major companies based on which part of the AI supply chain they're in. There were the labs — OpenAI, Anthropic, Google DeepMind, etc. — that are making models and chatbots. There were the AI coding platforms — Cursor, Cognition, and Replit among them — that build coding assistants powered by those