| 1 | <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1280 720" width="1280" height="720"> |
| 2 | <!-- P03 Story I — Revenue League Q1 2026, dense rhythm --> |
| 3 | <!-- Layout: left sidebar image (#18) + right horizontal_bar_chart adapted Brutalist --> |
| 4 | |
| 5 | <defs> |
| 6 | <clipPath id="sidebarClip"> |
| 7 | <rect x="48" y="170" width="360" height="475"/> |
| 8 | </clipPath> |
| 9 | </defs> |
| 10 | |
| 11 | <rect id="bg" width="1280" height="720" fill="#FFFFFF"/> |
| 12 | |
| 13 | <!-- ============ HEADER ============ --> |
| 14 | <g id="bg-masthead-rule"> |
| 15 | <rect x="0" y="0" width="1280" height="4" fill="#C8102E"/> |
| 16 | </g> |
| 17 | |
| 18 | <g id="header-folio"> |
| 19 | <line x1="48" y1="34" x2="1232" y2="34" stroke="#111111" stroke-width="1"/> |
| 20 | <text x="48" y="26" font-family="Consolas, "Courier New", monospace" font-size="10" font-weight="700" fill="#111111" letter-spacing="2">THE AI INDUSTRY 2026 · ANNUAL REPORT</text> |
| 21 | <text x="640" y="26" font-family="Consolas, "Courier New", monospace" font-size="10" font-weight="700" fill="#111111" text-anchor="middle" letter-spacing="2">STORY I · LEAD STORY</text> |
| 22 | <text x="1232" y="26" font-family="Consolas, "Courier New", monospace" font-size="10" font-weight="700" fill="#111111" text-anchor="end" letter-spacing="2">VOL. 1 · NO. 1 · MAY 2026</text> |
| 23 | </g> |
| 24 | |
| 25 | <g id="header"> |
| 26 | <text x="48" y="58" font-family=""Arial Black", SimHei, sans-serif" font-size="11" font-weight="900" fill="#C8102E" letter-spacing="3.5">SECTION II · STORY I</text> |
| 27 | <text x="48" y="110" font-family="Impact, "Arial Black", SimHei, sans-serif" font-size="44" font-weight="900" fill="#111111" letter-spacing="-1">THE REVENUE LEAGUE TABLE</text> |
| 28 | <text x="48" y="138" font-family=""Times New Roman", SimSun, serif" font-size="16" font-style="italic" fill="#111111">Anthropic <tspan fill="#C8102E" font-weight="700">31.4 %</tspan> — first non-OpenAI lab in #1 since the modern LLM era began.</text> |
| 29 | <line x1="48" y1="156" x2="1232" y2="156" stroke="#111111" stroke-width="2"/> |
| 30 | </g> |
| 31 | |
| 32 | <!-- ============ LEFT SIDEBAR — Image #18 + thin colored matte frame #70 ============ --> |
| 33 | <g id="sidebar-image"> |
| 34 | <image href="../images/p03_revenue_leader.png" x="48" y="170" width="360" height="475" clip-path="url(#sidebarClip)" preserveAspectRatio="xMidYMid slice"/> |
| 35 | <!-- Thin black matte frame --> |
| 36 | <rect x="48" y="170" width="360" height="475" fill="none" stroke="#111111" stroke-width="1"/> |
| 37 | </g> |
| 38 | |
| 39 | <g id="sidebar-caption"> |
| 40 | <text x="48" y="664" font-family=""Arial Black", SimHei, sans-serif" font-size="11" font-weight="900" fill="#111111" letter-spacing="2">FIG. 01 · CHANGING OF THE GUARD</text> |
| 41 | <text x="48" y="680" font-family=""Times New Roman", SimSun, serif" font-size="11" font-style="italic" fill="#3A3A3A">— a vacated lead; a smaller successor steps forward.</text> |
| 42 | </g> |
| 43 | |
| 44 | <!-- ============ DIVIDER ============ --> |
| 45 | <line x1="420" y1="170" x2="420" y2="645" stroke="#111111" stroke-width="1"/> |
| 46 | |
| 47 | <!-- ============ RIGHT — HORIZONTAL BAR CHART ============ --> |
| 48 | <g id="chart-title"> |
| 49 | <text x="438" y="190" font-family=""Arial Black", SimHei, sans-serif" font-size="14" font-weight="900" fill="#111111" letter-spacing="1.5">SHARE OF GLOBAL LLM REVENUE · Q1 2026</text> |
| 50 | <text x="438" y="208" font-family=""Times New Roman", SimSun, serif" font-size="11" font-style="italic" fill="#3A3A3A">Twelve labs · share of a $20.7 B quarter · source: Counterpoint Research.</text> |
| 51 | </g> |
| 52 | |
| 53 | <g id="chartArea"> |
| 54 | <!-- X-axis grid lines (0, 10, 20, 30, 35 %) --> |
| 55 | <line x1="560" y1="220" x2="560" y2="608" stroke="#111111" stroke-width="1"/> |
| 56 | <line x1="749" y1="220" x2="749" y2="608" stroke="#3A3A3A" stroke-width="0.5" stroke-dasharray="2,3"/> |
| 57 | <line x1="937" y1="220" x2="937" y2="608" stroke="#3A3A3A" stroke-width="0.5" stroke-dasharray="2,3"/> |
| 58 | <line x1="1126" y1="220" x2="1126" y2="608" stroke="#3A3A3A" stroke-width="0.5" stroke-dasharray="2,3"/> |
| 59 | <line x1="1220" y1="220" x2="1220" y2="608" stroke="#3A3A3A" stroke-width="0.5" stroke-dasharray="2,3"/> |
| 60 | |
| 61 | <!-- chart-plot-area: 560,220,1220,600 --> |
| 62 | |
| 63 | <!-- X-axis tick labels (above plot, since labels below would clash with footer source) --> |
| 64 | <text x="560" y="234" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">0 %</text> |
| 65 | <text x="749" y="234" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">10 %</text> |
| 66 | <text x="937" y="234" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">20 %</text> |
| 67 | <text x="1126" y="234" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">30 %</text> |
| 68 | <text x="1220" y="234" font-family="Consolas, "Courier New", monospace" font-size="9" fill="#3A3A3A" text-anchor="middle">35 %</text> |
| 69 | |
| 70 | <!-- X-axis baseline --> |
| 71 | <line x1="560" y1="608" x2="1220" y2="608" stroke="#111111" stroke-width="1.5"/> |
| 72 | |
| 73 | <!-- Row data: x_min=560, scale 660/35 = 18.857 px per % --> |
| 74 | |
| 75 | <!-- 1. Anthropic 31.4% — emphasized red bar --> |
| 76 | <g id="bar-anthropic"> |
| 77 | <text x="550" y="263" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">ANTHROPIC</text> |
| 78 | <rect x="560" y="252" width="592" height="22" fill="#C8102E"/> |
| 79 | <text x="1160" y="268" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">31.4 %</text> |
| 80 | </g> |
| 81 | |
| 82 | <!-- 2. OpenAI 29.0% --> |
| 83 | <g id="bar-openai"> |
| 84 | <text x="550" y="295" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">OPENAI</text> |
| 85 | <rect x="560" y="284" width="547" height="22" fill="#111111"/> |
| 86 | <text x="1115" y="300" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">29.0 %</text> |
| 87 | </g> |
| 88 | |
| 89 | <!-- 3. Google 12.1% --> |
| 90 | <g id="bar-google"> |
| 91 | <text x="550" y="327" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">GOOGLE</text> |
| 92 | <rect x="560" y="316" width="228" height="22" fill="#111111"/> |
| 93 | <text x="796" y="332" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">12.1 %</text> |
| 94 | </g> |
| 95 | |
| 96 | <!-- 4. Microsoft 7.2% --> |
| 97 | <g id="bar-microsoft"> |
| 98 | <text x="550" y="359" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">MICROSOFT</text> |
| 99 | <rect x="560" y="348" width="136" height="22" fill="#111111"/> |
| 100 | <text x="704" y="364" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">7.2 %</text> |
| 101 | </g> |
| 102 | |
| 103 | <!-- 5. Tencent 4.8% --> |
| 104 | <g id="bar-tencent"> |
| 105 | <text x="550" y="391" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">TENCENT</text> |
| 106 | <rect x="560" y="380" width="91" height="22" fill="#111111"/> |
| 107 | <text x="659" y="396" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">4.8 %</text> |
| 108 | </g> |
| 109 | |
| 110 | <!-- 6. Baidu 3.6% --> |
| 111 | <g id="bar-baidu"> |
| 112 | <text x="550" y="423" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">BAIDU</text> |
| 113 | <rect x="560" y="412" width="68" height="22" fill="#111111"/> |
| 114 | <text x="636" y="428" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">3.6 %</text> |
| 115 | </g> |
| 116 | |
| 117 | <!-- 7. Alibaba 2.9% --> |
| 118 | <g id="bar-alibaba"> |
| 119 | <text x="550" y="455" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">ALIBABA</text> |
| 120 | <rect x="560" y="444" width="55" height="22" fill="#111111"/> |
| 121 | <text x="623" y="460" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">2.9 %</text> |
| 122 | </g> |
| 123 | |
| 124 | <!-- 8. Meta 1.4% --> |
| 125 | <g id="bar-meta"> |
| 126 | <text x="550" y="487" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">META</text> |
| 127 | <rect x="560" y="476" width="26" height="22" fill="#111111"/> |
| 128 | <text x="594" y="492" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">1.4 %</text> |
| 129 | </g> |
| 130 | |
| 131 | <!-- 9. Grok / xAI 1.4% --> |
| 132 | <g id="bar-grok"> |
| 133 | <text x="550" y="519" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">GROK / xAI</text> |
| 134 | <rect x="560" y="508" width="26" height="22" fill="#111111"/> |
| 135 | <text x="594" y="524" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">1.4 %</text> |
| 136 | </g> |
| 137 | |
| 138 | <!-- 10. Perplexity 1.0% --> |
| 139 | <g id="bar-perplexity"> |
| 140 | <text x="550" y="551" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">PERPLEXITY</text> |
| 141 | <rect x="560" y="540" width="19" height="22" fill="#111111"/> |
| 142 | <text x="587" y="556" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">1.0 %</text> |
| 143 | </g> |
| 144 | |
| 145 | <!-- 11. DeepSeek 0.2% --> |
| 146 | <g id="bar-deepseek"> |
| 147 | <text x="550" y="583" font-family=""Arial Black", SimHei, sans-serif" font-size="12" font-weight="900" fill="#111111" text-anchor="end">DEEPSEEK</text> |
| 148 | <rect x="560" y="572" width="4" height="22" fill="#111111"/> |
| 149 | <text x="572" y="588" font-family=""Arial Black", SimHei, sans-serif" font-size="13" font-weight="900" fill="#111111">0.2 %</text> |
| 150 | </g> |
| 151 | </g> |
| 152 | |
| 153 | <!-- ============ PULL QUOTE (red, bottom of left column) ============ --> |
| 154 | <g id="pull-quote"> |
| 155 | <rect x="438" y="624" width="794" height="2" fill="#C8102E"/> |
| 156 | <text x="438" y="650" font-family="Impact, "Arial Black", SimHei, sans-serif" font-size="22" font-weight="900" fill="#C8102E" letter-spacing="-0.5">"FIRST NON-OPENAI LAB IN #1 SINCE</text> |
| 157 | <text x="438" y="676" font-family="Impact, "Arial Black", SimHei, sans-serif" font-size="22" font-weight="900" fill="#C8102E" letter-spacing="-0.5">THE MODERN LLM ERA BEGAN."</text> |
| 158 | </g> |
| 159 | |
| 160 | <!-- ============ FOOTER ============ --> |
| 161 | <g id="footer-imprint"> |
| 162 | <rect x="48" y="688" width="1184" height="2" fill="#C8102E"/> |
| 163 | <text x="48" y="708" font-family="Consolas, "Courier New", monospace" font-size="9" font-weight="700" fill="#111111" letter-spacing="2">SOURCE COUNTERPOINT RESEARCH · GLOBAL LLM ADOPTION AND REVENUE SNAPSHOT · Q1 2026 · N=12 TIER-1/2 LABS</text> |
| 164 | <text x="1232" y="708" font-family="Consolas, "Courier New", monospace" font-size="9" font-weight="700" fill="#111111" text-anchor="end" letter-spacing="2">PAGE 03 / 10</text> |
| 165 | </g> |
| 166 | </svg> |
| 167 |