csQCA Analysis

Configuration analysis for N=49 AI foundation model vendors. Solution: ~INTEGRATED + MONOPOLY·WIDE → Y=1

N=49
Vendors
15 configs
Observed
2 pathways
Solution terms
cons=0.917
Overall consistency
cov=1.000
Overall coverage

Truth Table (T01–T15)

ConfigConditionsnYVendors
T01
MONINTWIDEPAIDHIEROPEN
51
AllenAINeversleepNousResearchSao10kThedrummer
T02
MONINTWIDEPAIDHIEROPEN
31
MorphOpenRouterRelaceCharacter.ai (Y=0)
T03
MONINTWIDEPAIDHIEROPEN
11
Aion-labs
T04
MONINTWIDEPAIDHIEROPEN
41
ArceeAIInceptionInflection AILiquidAdept AIAleph Alpha
T05
MONINTWIDEPAIDHIEROPEN
41
MiniMaxMoonshotaiPerplexityStepFun
T06
MONINTWIDEPAIDHIEROPEN
51
DeepSeekMistral AIz.ai01.AI/YiStability AI
T07
MONINTWIDEPAIDHIEROPEN
51
CohereUpstageRekaWriterKwai
T08
MONINTWIDEPAIDHIEROPEN
21
MetaMeituan
T09
MONINTWIDEPAIDHIEROPEN
11
Anthropic
T10
MONINTWIDEPAIDHIEROPEN
00
Nvidia
T11
MONINTWIDEPAIDHIEROPEN
51
BaiduByteDanceGooglexAITencentApple (Y=0)
T12
MONINTWIDEPAIDHIEROPEN
21
Alibaba/QwenMicrosoft
T13
MONINTWIDEPAIDHIEROPEN
21
AmazonOpenAI
T14
MONINTWIDEPAIDHIEROPEN
11
IBM
T15
MONINTWIDEPAIDHIEROPEN
41
AI21 LabsBlack Forest LabsKyutaiXiaomi
† contradictory configuration: mixed Y=1 and Y=0 vendors, resolved to Y=1 by majority rule. Denominator: N=34 vendors across 13 observed configurations.

Configuration Matrix (UpSet-style)

Top bars show vendor count per configuration. Row bars show marginal condition frequency. Filled circles indicate condition=1; connected dots indicate co-occurring conditions.

531445521052214T01T02†T03T04†T05T06T07T08T09T10T11†T12T13T14T1515MON12INT32WIDE20PAID44HIER20OPENY=1Y=0† contradictory (resolved Y=1)

Vendor Distribution by MONOPOLY, INTEGRATED, OPEN

Hatched area = Death Zone (~MONOPOLY ∩ INTEGRATED): structurally absent, n=0. No vendor owns a full compute-to-interface stack without adjacent monopoly leverage.

Death Zone~MON∩INT(n=0)OPENINTMONNvY=0~MON ~INT ~OPEN· ArceeAI· Cohere· Inception· Inflection AI+12 more· Character.ai (Y=0)· Adept AI (Y=0)· Aleph Alpha (Y=0)AnthropicMetaMeituanAmazonBaiduByteDance+6 moreAlibaba/QwenMicrosoftIBMAion-labsAllenAIDeepSeek+12 moreMONOPOLYINTEGRATEDOPEN

PEMAK Triangle — Vendor Positions

Barycentric coordinates from PEMAK scores: Matching=(MON+INT)/2, Assembling=(WIDE+PAID)/2, Knowledge=(HIER+OPEN)/2. Dot color indicates solution pathway.

Matching(MON + INT)Assembling(WIDE + PAID)Knowledge(HIER + OPEN)UnbundledPlatformBothNon-viable

Karnaugh Map (6 conditions, 64 cells)

Row axis: M/I/W (Gray-code order). Column axis: P/H/O (Gray-code order). Teal = Y=1, Red = Y=0, Amber† = contradictory, gray = unobserved logical remainder.

M I W →
P H O ↓
000
001
011
010
110
111
101
100
000
001
T01n=5
011
T03n=1
T06n=5
T12n=2
T08n=2
010
T02n=4
T05n=4
T11n=6
110
T04n=6
T07n=5
T10n=1
T13n=2
T09n=1
111
T15n=4
T14n=1
101
100
Y=1
Y=0
† contradictory
unobserved