Gen AI Economics Explained: Margins, Hardware & Growth

Описание: Generative AI is reshaping the technology value chain, but where will the profits actually land? In this video, we’ll break down the Gen AI stack as if presenting to a venture capital firm:
Compare current profit distribution to previous platform shifts like mobile and cloud.
Explain how custom silicon efforts could reshape hardware margins over the next decade.
Highlight which sub‑sectors—from foundation models to vertical applications—show the most promising path toward improved gross margins.
Compare the AI stack maturity today to the fifteen‑year evolution cycle of cloud computing.
By the end, you’ll see how the Gen AI value chain is unfolding, where bottlenecks lie, and which layers are most likely to capture sustainable value.

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