The builder layer compresses vertically as hyperscalers and frontier labs squeeze from above and below. Value shifts to custom ops assembly and the defensibility conditions above it.
First installment of a series analyzing the AI market across three layers: infrastructure ($500B+), platform ($18B+), and applications ($80B+)
The builder layer compresses vertically as hyperscalers and frontier labs squeeze from above and below. Value shifts to custom ops assembly and the defensibility conditions above it.
First installment of a series analyzing the AI market across three layers: infrastructure ($500B+), platform ($18B+), and applications ($80B+)