RE: The AI Stack And Where The Money Resides
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This is a great way to look at things. Cutting it up and looking at the different parts makes it easy to identify where opportunities are available. Hardware and Infrastructure are a bit difficult since it can cost a lot to be competitive. LLMs and Applications on the other hand are much easier to get into.
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That is the only way to do it. There are companies that are focusing up on each level, investing billions. That is how they are looking at it.
Therefore, so should we in my opinion.