A six-layer stack for making sense of AI news, from energy to apps
ResponsibilitySad28 · reddit · 2026-10-30
The author proposes a six-layer mental model for the AI industry: 1) Energy (Constellation, Oklo); 2) Compute (NVIDIA, TSMC, CoreWeave); 3) Data (Scale AI, Mercor, Surge AI); 4) Frontier models (OpenAI, Anthropic, Google DeepMind, Mistral); 5) Platforms (Fireworks, Together, Hugging Face); 6) Apps (ChatGPT, Cursor, Harvey). Money and Rules run across all layers as tags. Asking 'which layer is this headline?' helps you see what a chip shortage or lawsuit might change above it. Post promotes the author's free daily AI brief, appaitite.com.
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