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Strategic Fit–Not Market Share–Separates Winners in AI, Study Shows

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Researchers identify scale, ecosystem leverage and premium positioning as sustainable competitive paths.

COLLEGE PARK, Md., Aug. 27, 2026 /PRNewswire/ — A newly published study in California Management Review challenges a persistent assumption in today’s AI landscape: that the strongest model inevitably becomes the dominant platform. Instead, the authors of “Three Winning AI Strategies” show that the global AI assistant market is being shaped by three distinct strategic positions—each succeeding on its own terms.

The study—by Daniel McCarthy of the University of Maryland’s Robert H. Smith School of Business, Maxime C. Cohen and Eddy Hage-Youssef of McGill University, and D. Daniel Sokol of the University of Southern California—draws on worldwide mobile app usage data through December 2025.

The researchers show that ChatGPT, Google Gemini and Claude occupy fundamentally different competitive positions: a scale leader, an ecosystem player and a premium niche, respectively. “So many people are so focused on which AI company has the best model, but there is much more to the competitive market than that,” says McCarthy.

Three Models, Three Ways to Win
Sensor Tower estimates, the authors note, reveal stark differences in how the leading assistants participate in the market:

ChatGPT — Scale Leader. With 78.4% of worldwide mobile daily active users, ChatGPT dominates in reach. Its challenge is converting that massive user base into durable economics.Gemini — Ecosystem Player. Holding a 12.5% share of mobile daily active users (DAU), Gemini generates little direct app revenue. Instead, its value is plausibly captured across Google’s broader ecosystem of complementary products.Claude — Premium Niche. With 0.5% of mobile DAU share, Claude operates at small scale but with striking economics: estimated revenue per active user more than 40x Gemini’s and roughly 3x ChatGPT’s. Its strategic test is maintaining differentiation as it grows.

“These differences highlight a central finding,” McCarthy says. “ChatGPT is selling to everyone. Google is giving Gemini away to protect its search business. Anthropic is charging a small group of professionals real money. All three are working for now, but they’re working for completely different reasons.”

From a consumer standpoint, the reason these assistants feel so different is straightforward: they’re intentionally built for different kinds of users. “Gemini is built to keep you inside Google.

ChatGPT is built to be the thing everyone tries first. Claude is built for people who don’t mind paying for it as much,” McCarthy says. “That’s healthy. A market where every product felt the same would be a worse market.”

Major Launches Expand the Category — Not Cannibalize Rivals
If AI competition were a simple “horse race,” major model launches would trigger visible declines among rivals. The study finds the opposite. Across 15 major releases between May 2023 and December 2025:

Competitor effects are mixed and centered near zero (mean −0.1%).Focal‑firm effects are meaningfully positive (mean +7.0%).Total market usage expands substantially over the period.

“In other words,” McCarthy says, “launches help the launching firm without systematically hurting competitors. If this were a horse race, every big launch would knock the other horses back. We looked at 15 launches, and you don’t really see that.”

Different Strategies, Different Economic Tests
As the market matures, each strategic position faces a distinct pressure point:

Scale: Can a massive user base be monetized sustainably?Ecosystem: Can value be captured across complementary products when the standalone service is inexpensive or free?Premium: Can distinctiveness—and willingness to pay—survive as the audience broadens?

Market share alone does not determine strategic success, McCarthy says. “What matters is whether a firm chooses a position aligned with its structural advantages.”

The authors conclude that the strategic error is not choosing the “wrong” universal model—it’s pursuing a position that doesn’t fit the organization’s strengths. Executives must ask:

Scale: Do we have a credible path to serving and monetizing a very large user base?Ecosystem: Can our distribution or complementary offerings capture value the focal product does not?Premium differentiation: Can we solve an important problem well enough to command higher willingness to pay?

Ultimately, the firms that endure will be those whose strategies match their structural advantages—not those chasing a single dominant model.

About the University of Maryland’s Robert H. Smith School of Business
The Robert H. Smith School of Business is an internationally recognized leader in management education and research. One of 12 colleges and schools at the University of Maryland, College Park, the Smith School offers undergraduate, full-time and flex MBA, executive MBA, online MBA, business master’s, PhD and executive education programs, as well as outreach services to the corporate community. The school offers its degree, custom and certification programs in learning locations in North America and Asia.

View original content:https://www.prnewswire.com/news-releases/strategic-fitnot-market-shareseparates-winners-in-ai-study-shows-302862107.html

SOURCE University of Maryland’s Robert H. Smith School of Business

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Alex Morgan and TOGETHXR Partner with Bet on Her App to Centralize Women’s Sports Fandom

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August 27, 2026

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Partnership to connect storytelling, real-time sports information, and community to enhance
the women’s sports fan experience

LOS ANGELES, Aug. 27, 2026 /PRNewswire/ — As women’s sports are driving unprecedented demand for increased access, content and coverage, athlete icon and businesswoman Alex Morgan and TOGETHXR, the fastest-growing and most engaging women’s sports media company, today announced they are teaming up with the Bet on Her app, one of the fastest-growing and highest-rated women’s sports apps, to bring fans closer to the teams, leagues, athletes and communities all on one connected platform.

As part of the partnership, TOGETHXR and Alex Morgan’s Trybe Ventures have acquired an equity stake in Bet on Her, Inc. The investment further aligns both organizations around a unified goal: expanding access, coverage, and community for women’s sports worldwide.

The partnership comes as a natural fit for the two women-owned sports media companies, expanding on the individual strengths of both entities across the landscape. TOGETHXR, a leading women’s sports media company reaching millions of fans, will leverage its storytelling, editorial, and community to introduce audiences to Bet on Her, while Bet on Her becomes a daily destination for TOGETHXR’s audience to discover games, events and experiences while also interacting with a community of women’s sports fans around the world.

Alex Morgan, who co-founded TOGETHXR alongside world champion athletes Sue Bird, Simone Manuel, Chloe Kim and sports media veteran Jessica Robertson, has seen firsthand the impact that developing a storytelling platform can make in the industry.

“Fans have always shown up for women’s sports, even when they’ve had to search across different platforms to find the teams, athletes, and games they care about,” said Morgan, Co-Founder and Managing Partner at Trybe Ventures. “Bet on Her was built to make that easier, and through this partnership with TOGETHXR, we’re taking it a step further to combine the power of great storytelling with an incredible, personalized tool that helps fans discover what’s happening across women’s sports and find more ways to follow and experience them.”

The Bet on Her app was built from the ground up to solve the fragmentation of the women’s sports fan’s experience, with up-to-the-moment highlights, live scores, stats, upcoming schedules, broadcast information for more than 60 leagues globally, and an interactive map of women’s sports bars with listed watch party events taking place around the world.

Additional features of the app include a women’s sports newsroom, dubbed “The Tea,” aggregating articles from trusted women’s sports sources, as well as a compilation of top-rated women’s sports podcasts with a built-in audio player and a real-time social media feed that pulls posts from top women’s sports journalists, leagues, and athletes for fans to join the conversation as it happens. The app also organizes a thriving community of women’s sports fans in an interactive chat across all things women’s sports worldwide.

“Women’s sports fans have been underserved in the technology space for far too long,” said Dana Drambarean, Founder and Chief Creative Officer of Bet on Her. “The passion has always been there, but the digital tools and experiences available to fans have lagged behind. We built Bet on Her to become the mobile platform we wished existed ourselves—a place where women’s sports live on the front page, not the sidebar. Partnering with TOGETHXR and Alex is an incredible opportunity to accelerate that vision and reach even more fans around the world.”

Download Bet on Her today on the App Store and Google Play to discover, follow, and engage with everything happening across women’s sports.

About TOGETHXR
TOGETHXR is the fastest-growing, most popular, and most engaging women’s sports brand. The trailblazing media and commerce company has generated more than eight figures in revenue from its trademarked slogan and product line, which boldly state an undeniable truth: “Everyone Watches Women’s Sports.” Co-founded by sports media veteran Jessica Robertson alongside four of the world’s greatest professional athletes — Alex Morgan, Chloe Kim, Simone Manuel, and Sue Bird — TOGETHXR focuses on rich storytelling rooted in lifestyle and youth culture. TOGETHXR’s in-house production studio has developed a slate of premium scripted and unscripted content streaming on platforms including Amazon Prime and FuboTV.

Visit TOGETHXR.com or contact press@togethxr.com.

About Bet on Her
Bet on Her is the home of everything women’s sports on mobile, bringing together scores, schedules, news, podcasts, social conversation, live game experiences, and personalized content from more than 60 women’s sports leagues and competitions worldwide. Founded in 2026, Bet on Her was built to create the platform women’s sports fans deserve—one destination to follow the teams, athletes, and stories they love.

Visit bet-on-her.com or contact press@bet-on-her.com

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Asset Panda Helps Law Enforcement Agencies Strengthen Chain of Custody and Evidence Accountability With Digital Asset Management

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August 27, 2026

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Cloud-based platform and AI-powered tools help agencies replace paper evidence logs with secure, court-ready records

FRISCO, Texas, Aug. 27, 2026 /PRNewswire/ — Asset Panda, the leading asset management, inspection, and audit software, today announced expanded capabilities designed to help law enforcement agencies modernize evidence management, strengthen chain of custody procedures and improve accountability across their operations.

For police departments, sheriff’s offices and investigative agencies, maintaining an unbroken chain of custody is critical to preserving the integrity of criminal investigations. Yet many agencies still rely on paper logs and disconnected systems to track evidence, creating opportunities for human error, misplaced records and documentation gaps that can undermine cases in court.

Asset Panda’s cloud-based police asset management software provides agencies with a centralized digital system for tracking evidence, seized property and law enforcement equipment throughout their entire lifecycle. By replacing manual processes with digital workflows, departments can create an auditable record of every transfer, assignment and status change associated with an asset.

“When a case reaches the courtroom, investigators need complete confidence in the integrity of their evidence,” said Rex Kurzius, CEO of Asset Panda. “An incomplete transfer record or misplaced paper log can create unnecessary risk for an agency. Asset Panda helps law enforcement organizations establish a secure digital chain of custody that improves accountability and provides clear documentation from collection through final disposition.”

Integrated directly into Asset Panda Pro, Ursa AI provides law enforcement leaders with a faster way to access information and analyze operational data. The platform’s automated workflows, user-level audit trails and role-based permissions help agencies establish standardized procedures while reducing administrative burden.

The platform also supports broader law enforcement asset management needs, including tracking firearms, radios, body-worn cameras, vehicles, tactical equipment, uniforms and other department-issued assets. Agencies can manage both serialized equipment and high-volume inventory through a single system while maintaining detailed assignment histories for individual personnel.

“Law enforcement agencies face increasing demands for transparency, accountability and operational efficiency,” said Justin Lackey, President of Asset Panda. “Whether it’s producing a complete evidence history for court, managing thousands of issued assets or preparing for an audit, agencies need systems that eliminate manual work while increasing confidence in their records. That’s exactly what Asset Panda was built to do.”

As municipalities continue investing in technology modernization, Asset Panda says agencies are increasingly seeking solutions that improve both efficiency and public trust. By creating a single source for evidence, equipment and inventory records, departments can strengthen accountability while ensuring critical information is available whenever it is needed.

For more information about Asset Panda, visit the company’s website.

About Asset Panda
Founded in 2012, Asset Panda is an asset tracking, inspection, audit, and compliance platform. Designed to help the world work smarter, Asset Panda Pro helps businesses track asset lifecycles, check items in and out, perform inspections, and more across web and mobile platforms. With Ursa AI, teams can set up customized accounts, fields, and workflows in minutes, saving valuable time and simplifying tasks. Asset Panda is committed to providing clients with outstanding customer service and constantly improving its technology. To learn more about Asset Panda, visit assetpanda.com.

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Branford Castle Charges Ahead with Sale of Vitrek

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August 27, 2026

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BOCA RATON, Fla. and NEW YORK, Aug. 27, 2026 /PRNewswire/ — On August 27,  2026, Branford Castle Partner’s Fund I completed the sale of Vitrek LLC to Industrial Physics, the global packaging, material, and coating test and measurement group backed by KKR-affiliated investment funds.  Vitrek, based in Lockport, IL, is a leader in electronic test and measurement including for electrical safety testing and electronic jet engine balancing systems for military and commercial applications.  Vitrek was the third investment in Branford’s Fund I and now represents its fifth exit.  During Branford’s ownership, Vitrek expanded its product lines, integrated three add-on acquisitions, and professionalized its sales and marketing efforts.

“We’ve enjoyed our partnership with the entire Vitrek team, led by Don Millstein and Todd Stukenberg. They have built one of the premier companies in electrical safety and precision test and measurement, broadening into new end markets along the way. We wish Vitrek continued success with its new owner,” said David Castle, Managing Partner of Branford Castle Partners.

“It has been a privilege to work alongside Don, Todd and the entire Vitrek team. Vitrek is a stronger, more diversified business today, and we’re excited to see that continue under Industrial Physics,” added Marilyn Yang, Managing Director of Branford Castle Partners.

The transaction was supported by the investment banking team at Stifel, led by Bharat Ramprasad and Michael Hart, the legal team at Akerman LLP, headed by Jed Freeland, and the accounting/finance team at RSM, headed by Michael Giuliano.  At the time of the sale, Vitrek’s lenders/financing partners were Pelham S2K and Farragut Capital Partners.

Vitrek’s CEO, Don Millstein, added, “We had a great run with the team at Branford. We leave this partnership a larger, more capable organization.”

Todd Stukenberg, President of Vitrek, added, “We’re proud of what we built together with Branford and are now excited for Vitrek’s next chapter with Industrial Physics.”

About Branford Castle Partners

Branford Castle is a private market investor focused on lower middle-market investments across North America. With more than 35 years of helping to grow businesses, the firm typically makes control investments in companies with up to $15 million of EBITDA and a leadership position in a niche industry. Branford Castle prides itself on the strong relationships it develops with its portfolio company managers. Branford Castle has particular expertise in industrials/specialty manufacturing, consumer products, specialty materials, test and measurement, business services and logistics. Please visit Branford Castle’s website at www.branfordcastle.com for additional information.

About Vitrek

Vitrek designs and manufactures precision test and measurement solutions that help the aerospace, defense, semiconductor, medical device and other diversified industrial manufacturers improve product quality, ensure regulatory compliance, and accelerate production. From electrical safety testing and high-voltage measurement to signal conditioning, high-speed data acquisition, and semiconductor metrology, Vitrek’s family of brands—including MTI Instruments and GaGe—supports engineers throughout the product development, qualification, production, and maintenance lifecycle.

About Industrial Physics

Industrial Physics is a global packaging, material, and coating test and measurement group. With 12 specialist brands operating across 19 industries in 75 countries, Industrial Physics protects the integrity of its customers’ brands and products through best-in-class technology, test and measurement systems, and services. www.industrialphysics.com

Contact:

For Branford Castle:

Lambert by LLYC
Christina Maldonado
christina.maldonado@llyc.global

For Industrial Physics:

Karen Mann | Global Marketing Director | kmann@industrialphysics.com 

View original content:https://www.prnewswire.com/news-releases/branford-castle-charges-ahead-with-sale-of-vitrek-302860960.html

SOURCE Branford Castle Partners

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