Introducing Artificial Intelligence value chain series: Decoding value chain of AI

A strategy-first journey through the layers, leverage points, and power plays shaping the AI era

Every few decades, technology redraws the map of power.

The 1980s belonged to hardware.
The 2000s to the internet.
The 2010s to mobile.

Now, it’s intelligence itself that’s becoming the platform.

But unlike past revolutions, this one isn’t built on a single layer.
It’s a stack - stretching from silicon to software, from models that reason to interfaces that persuade.
Each layer hides its own kind of power, its own gatekeepers, and its own opportunities.

And that’s what this new series Artificial Intelligence Stack is about.

Over the next few weeks, we’ll break down this ecosystem layer by layer:

• Compute and infrastructure - where scarcity drives strategy

• Model labs and platforms - where alignment, scale, and data become currency

• Applications and interfaces - where user attention, workflows, and ecosystems converge.

Each post will zoom in on one part of the stack to answer a simple question:
Who holds the leverage and how might that shift next?

This series isn’t for those chasing AI hype cycles.
It’s for those who want to understand how value and power actually move as intelligence becomes the organizing principle of business.

If you care about strategy, moats, and competitive advantage in the age of AI. you’ll find this useful.
Welcome to The Artificial Intelligence Stack.

Subscribe to follow along as we decode the layers of tomorrow’s economy — one post at a time.