Latest / YPO Technology Network AI Brief
Everybody's Building Their Own Stack
Three deals this week looked unrelated. They are the same deal. A chipmaker bought the software layer, a software giant built its own models, and the biggest model-maker built its own chip — and the strategic logic behind all three is identical. Stephen Forte connects them into one idea: everybody is building their own stack.
In this episode:
Qualcomm buys Modular (~$3.9B) — why acquiring software that runs AI across any chip is an attack on Nvidia's real moat, the CUDA software lock-in.
Microsoft's MAI models — the largest backer of OpenAI quietly builds the capability to not need OpenAI…
The skinny
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