Part 2/10:
Andrew likens AI to electricity—a general-purpose technology that lays the groundwork for an array of applications yet to be imagined. This analogy underscores the fact that just as electricity sparked revolutions in countless industries, AI is primed to do the same by enabling faster, more effective solutions. For builders and developers, this means a vast and dynamic reservoir of potential applications.
Understanding the AI Stack
At the heart of AI opportunities lies an intricate stack:
Semiconductors
Cloud Infrastructure (including key players like Snowflake)
Foundation Model Trainers and Models