The useful read
hub vs country
┌─ generated from funding, org, model, compute, and overlap signals ─────────────────────────────── ┐
Bay Area sits inside United States, but still carries 93.3% of its AI funding signal.
Bay Area's biggest carrier is OpenAI: $170.8B (52.7% of tracked side funding). United States's biggest carrier is OpenAI: $170.8B (49.2% of tracked side funding).
The org treemap is shown because both sides have enough funded orgs for area to mean something.
Bay Area is included in United States; world-share dots and funding totals are shown as separate reference points, not additive market share.