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AI’s five-layer cake and a banyan-tree alternative
A user argues that consequential AI applications could create demand for their own specialized models, infrastructure and compute stacks.
TLDR
A user calls Jensen’s five-layer “cake” of energy, chips, infrastructure, models and applications useful but too static a metaphor for AI’s evolution. They propose a banyan tree instead: applications branch into new areas and influence the layers beneath them. They argue the most consequential applications will create demand for their own specialized models, infrastructure and compute stacks.
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2 Sources, first seen ago
