Matt Turck: in AI, everyone is competing with everyone — chips, models, clouds and apps all overlap
mattturck · x · 2026-10-22
Investor Matt Turck observes that AI has entered an era where everyone competes with everyone: chip makers run inference services, inference providers battle neo-clouds and post-training players, models reach into apps and chips, apps push back into models — and NVIDIA sells to all of them. This layer-crossing, he argues, defines the current AI competitive landscape.
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