SBMUpdated 23 Oct 2026
Early version, updated weekly. Every claim is dated and sourced. Think something is wrong? Dispute it.
Map / Families / Owning the choke points

Owning the choke points

Money lands: Where machine choices are made and paidControl-point loopNetwork loop

Up the ladder 11 models; rung 0 ones are moving toward this family

R2 Rides Agentic checkout · AI glasses · Open weights with paid layers · Open protocols as commons · Stablecoin float · Prediction markets · Machine-to-machine micropayments · Apps inside AI assistants
R1 Flow through Optimizing for AI answers · Model routing
R0 Fights toward Ten-blue-links search advertising

Models in this family

ModelRungFamilyLoopRegisterStateCosEvidenceLast
Agentic checkoutR2 Rides Owning the choke pointscontrol-point RisingContested 53A 3B2026-03-24
Optimizing for AI answersR1 Flow through Owning the choke pointscontrol-point RisingScaling 32A 1B2026-02-24
Model routingR1 Flow through Owning the choke pointscontrol-point RisingEmerging 22A 0B2026-09
AI glassesR2 Rides Owning the choke pointscontrol-point RisingScaling 40A 4B2026-09-21
Open weights with paid layersR2 Rides Owning the choke pointsnetwork RisingScaling 31A 2B2026-09-11
Open protocols as commonsR2 Rides Owning the choke pointsnetwork RisingScaling 32A 2B2025-12-09
Stablecoin floatR2 Rides Owning the choke pointsnetwork RisingScaling 23A 0B2026-08-05
Prediction marketsR2 Rides Owning the choke pointsnetwork RisingEmerging 22A 1B2026-05-07
Machine-to-machine micropaymentsR2 Rides Owning the choke pointsnetwork On watchWatch 11A 2B2026-08-13
Apps inside AI assistantsR2 Rides Owning the choke pointscontrol-point On watchWatch 34A 0B2026-09-25
Ten-blue-links search advertisingR0 Fights toward Owning the choke pointscontrol-point RetiringEarly pressure 21A 1B2025-Q3
Placements are judgments drawn from the evidence and open to correction. Dispute one.