Part 9/14:
He likened the upcoming shift to a shortened version of the past 25 years’ tech evolution—many companies that are now household names will continue to dominate, while others, like Yahoo or AOL, will fade away. Predicting specific winners is challenging; however, Google's dominance in search, along with rising contenders like OpenAI and XAI, signal a fiercely competitive landscape.
Infrastructure Versus Application: The Two Pillars
Ross delineated the AI ecosystem into two primary domains:
- Infrastructure: Comprising hardware (like Grock’s LPUs), cloud platforms, and data centers. He stressed that “most of the big spend is infrastructure-focused,” with companies building fabrication facilities, hardware chips, and cloud infrastructure.