Swap Jensen's five-layer cake for a banyan tree: the AI stack co-evolves
soleio · x · 2026-10-16
A popular five-layer cake metaphor (energy, chips, infrastructure, models, applications) describes Jensen Huang's intelligence stack, but the author argues it's flawed: cakes have a fixed circumference, making the application layer look like thin frosting with known ingredients. A better image is a banyan tree in time-lapse — the canopy keeps branching into science, industrials, healthcare, enterprise and consumer, with many applications still unimaginable, while roots, trunk and canopy continuously reshape each other as demand flows back down. The stack isn't static layering; it's co-evolving.
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