"AI is not a model. AI is a whole stack of technologies." - Jensen Huang, in Taiwan last week with Lex Fridman.
the sentence is the bottom-up version of the thesis in my land grab article.
Jensen frames the stack from the compute end: a few trillion dollars of compute, hundreds of billions per company, Taiwan as the physical bottleneck.
the Grok Bot Template Marketplace is the top of that same stack. role-based bots that package a workflow and sell it ready-to-use.
compute at the bottom. templates at the top. everything else is the layers nobody fully owns yet.
if Jensen is right that AI is a whole stack and leadership is happening in different places up and down it, the template layer is the one that's still unclaimed by a top 100.
that's the land grab window. 69 bots deep today.
the full math and the 5 templates to ship this week:
π
https://t.co/rqIRnz8xXq