The 3D Software Moat Is Dead. Here’s the Real AI War.
The AI 3D race isn’t about who builds the best model—it’s a structural war for the control point of the 3D value chain. OpenAI and Anthropic are hijacking B-end software, ByteDance is bypassing it entirely for C-end experiences, and World Labs is rebuilding spatial logic from scratch. The era of the specialized 3D creator is over; the era of the AI orchestrator has begun.