Layer selection is a strategy; the winners in the agentic AI era will choose the right layers, build compoundable moats, and execute with focused precision.
Unlike traditional software stacks, where value often concentrates at the application layer, the agentic AI stack presents a more nuanced picture. Some layers offer tremendous moat-building potential, while others are rapidly commoditizing.
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The key to success lies in understanding these dynamics and focusing resources on the layers where sustainable advantages can be built.
