Tomasz Tunguz maps the AI stack as four layers, each with a key question
Overview
Venture investor Tomasz Tunguz says the AI stack has four layers: applications, the harness and context layer, foundation models, and data centers.
He argues each layer raises its own fundamental question and that the layers are coupled, so pressure at one level can change the economics of the whole stack. He gives rising GPU prices and higher borrowing costs as examples of such pressure.
Written by AI from the articles below · updated Nov 2, 10:58 AM ET
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- Tomasz TunguzBlogThe four questions shaping the AI stack, from apps to data centers
AITomasz Tunguz argues the AI stack has four layers, each with a fundamental question: applications, the harness and context layer, foundation models, and data centers. He says the layers are coupled, so pressure at one level, such as rising GPU prices or higher borrowing costs, can shift the economics of the whole stack.
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