The Competitive Mode in the Ai Tech Stack

Eugene: I think it's really interesting to take a look at this because right now It's kind of like a rich getting richer with a few exceptions, right? You we see these big raises, you know inflection ai. And companies raising 1.3 billion dollars Um, but when you look at it There's apps models and infrastructure,. The infrastructure layer is actually making the most amount of money Infrastructure being compute hardware so gpu's and vidia TPU'sGoogle and cloud platforms a ws to amazon web services google cloud platform Microsoft's azure. They're all converging into basically frontier technologies.

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