LLM Global Competition Landscape v4

Intuition Blind Spots, Constitutive Degradation, and the Agent Economy

Generated: 2026-05-20 | Data cutoff: May 2026 public information

📌 v5 Available (2026-06-09): Latest projection based on four-layer value chain and Bayesian belief tracking → v5 Belief Tracker. This page is the v4 initial prior (2026-05-19), preserved as a historical baseline.

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One-Sentence Positioning

LLM competition is not merely a race of model capabilities—it is a competition over who best understands the blind spots of human intuition.

This report (v4) integrates the LLM Intuition Project's theoretical framework—intuition subtypes, constitutive degradation, and the Human-First Protocol—into strategic analysis of the global LLM landscape.

📌 v5 now available (2026-06-09): Updated analysis using four-layer value chain and Bayesian belief tracking → v5 Belief Tracker. This page is the v4 initial prior (2026-05-19), preserved as a historical baseline.

📖 Reading Guide: 3-minute skim → the 6 Core Theses + Scenario Probability Summary | 15-minute read → add the 4-Trajectory Risk Ranking and Agent-Native World | Full study → ~1,500 words

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This is a strategic foresight report, not investment advice. All probabilities represent best-effort estimates based on publicly available information as of May 2026.