PLTR
HIMS
SPCX
SOFI
META
BTCThe leader pulls away
With more data and more money to use AI, the leader’s gap over number two keeps widening. So we back only number one
Tesla9 millioncars feeding one AIWWaymo500,000paid rides a week
Figures from mid-2026. Who leads depends on how you define the race: define it by how customers choose, or you back the wrong leader
Why it matters
The leader turns this loop fastest, and every turn widens its lead.
6 of 6