⚡🚀 Inside the trillion-dollar AI economy — the division of labor is already remarkably clear.
This isn’t about who is doing AI.
It’s about who occupies an irreplaceable position in the AI value chain.
Layer 1: Compute & infrastructure (the foundation)
• $NVDA — the compute standard almost every AI system runs on
• $AMD — scaled alternative compute, shaping whether the future becomes a duopoly
• $AVGO — silicon and high-speed networking that connects AI systems, the “nervous system” of AI
Layer 2: Cloud platforms & enterprise access (the pipes)
• $MSFT — packages AI into enterprise software and cloud, making AI a default capability
• $AMZN — converts AI demand into durable cloud and logistics monetization
• $ORCL — locks in enterprise AI workloads through OCI with high-stickiness use cases
Layer 3: Demand creation & attention monetization (the engine)
• $GOOGL — creates AI demand through search, monetizes via ads and cloud
• $META — uses AI to compound attention and extract more value per ad impression
Layer 4: Intelligence as a product (the endpoint)
• OpenAI — sells intelligence directly, without ads or hardware, with exceptional pricing power
The key takeaway:
AI is not a single breakthrough.
It’s a highly segmented economic stack, with tolls collected at every layer.
Each layer can produce trillion-dollar companies — but only if:
👉 your position is defensible
👉 your role is hard to replace
👉 you can convert technical advantage into long-duration cash flows
That’s why AI investing isn’t about asking, “How advanced is the tech?”
The better question is:
Which toll are you collecting in the AI economy?
Which layer do you think produces the next true long-term super-winner?
Compute → Cloud → Demand → Intelligence as a product —
where does the biggest asymmetry emerge?
🔔 Follow for continued breakdowns of AI power structures, value capture, and which companies are built to compound across cycles.
$NVDA $MSFT $AMZN $GOOGL $META $AMD $AVGO $ORCL #AI #ArtificialIntelligence #TechStocks #CloudComputing #Semiconductors #BigTech
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