The Sequence Opinion - Issue 951: The Whole Stack Wins
Why consumer agents, enterprise applications, and AI infrastructure can all become enduring businesses.
TL;DR
- An AI agent can handle complex tasks like trip reorganization, integrating various components like applications, models, data, security, and compute.
- The instinctive view is that one layer (infrastructure, models, or applications) will eventually dominate and capture all value.
- The author's thesis is that all layers will succeed, each supporting durable businesses by solving different problems.
- AI is more likely to create interdependent profit pools than a single dominant layer.