If you want to understand why, in the next decade, all top AI players will desperately try to move up the stack, towards infrastructure, a quick reminder that empires are built on the infrastructure layer.
Indeed, the race for AI dominance has become a battle for complete stack control, and the latest moves show which empires are rising and falling.
A month ago, I published the Strategic Map of AI for the first time.
I’ll keep updating it based on the latest developments in the AI market.
And this is where we are today.
