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An AI industry pyramid from power providers to applications
TradingVCs quotes Aman Verjee estimating the application layer’s combined market cap at about $1 trillion.
TLDR
In a TradingVCs excerpt from Trading Places Podcast EP48, Aman Verjee maps the AI industry from power providers through chipmakers, cloud companies and model makers to applications. He estimates chipmakers’ market cap at roughly $10 trillion, puts the higher end of the stack at around $5 trillion and says application companies total about $1 trillion.
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