Chamath Palihapitiya
· Chamath Palihapitiya
· May 01, 2026 at 15:03
· ⏱ 3 min read
| Read on Substack ↗
Summary
The author introduces a framework for understanding the artificial intelligence industry in 2026, conceptualizing it as a six-layer stack. This model breaks down the AI value chain from foundational hardware to end-user applications.
•The proposed AI stack for 2026 consists of six distinct layers.
•The layers are structured from the bottom up: infrastructure, chips, data, models, execution, and application.
•The author notes that each layer within this stack has its own unique fulcrum or point of leverage.