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Two Layers, Not Five
Most B2B leadership teams are spending their AI planning time in the wrong layer of the stack.
That’s not a criticism of effort. It’s a diagnosis of where the attention goes: model selection, infrastructure vendor comparisons, chip and compute questions that feel urgent because they’re the ones dominating the trade press. Meanwhile the layer where your actual competitive advantage lives is the layer getting shortchanged.
Jensen Huang gave the industry a useful diagram at Davos this year: a five-layer cake showing where the money in AI actually goes. Energy, chips, infrastructure, models…
The skinny
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