Tag: investing
5 notes
- 🌰 AI Stack Value Accrual - Chip, Infra, Intelligence, App
- 🌰 Full Stack Down vs Full Stack Up - Two Directions for AI Application Vertical Integration
- 🌰 Inference Cost Collapse and Frontier Model Margin Expansion
- 🌰 TAM of Intelligence is Infinite
- 🌰 Three Waves of AI Opportunity - Unhobbling, Physical Interface, Robotics