The Agent Stack
AI in 2026 is not a product category. It is a stack. The companies that matter will not merely have the best chatbot, the best model, or the best app. They will sit on the layers every other company has to cross.
The AI stack — infrastructure, chips, data, models, execution and applications, and the fulcrum assets beneath them.
AI in 2026 is not a product category. It is a stack. The companies that matter will not merely have the best chatbot, the best model, or the best app. They will sit on the layers every other company has to cross.
AI in 2026 is not a product category. It is a stack. The companies that matter will not merely have the best chatbot, the best model, or the best app. They will sit on the layers every other company has to cross.