Beyond the Model Makers: The Real AI Opportunity Is in the Ecosystem
- 2 days ago
- 1 min read
AI is not a model story. It is a value capture story.
AI is still often framed as a race between a few dominant model builders.
That framing is incomplete.
AI does not scale through models alone. It scales through an interconnected system of compute, energy, infrastructure, software, and applications.
The key question is not who builds the best model.
It is who captures durable profits across the system as it matures.
In AI, value concentrates at the points of constraint.
You can read the full report here:
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