YPO Technology Network AI Brief

Everybody's Building Their Own Stack

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Three deals this week looked unrelated. They are the same deal. A chipmaker bought the software layer, a software giant built its own models, and the biggest model-maker built its own chip — and the strategic logic behind all three is identical. Stephen Forte connects them into one idea: everybody is building their own stack.

In this episode:

  • Qualcomm buys Modular (~$3.9B) — why acquiring software that runs AI across any chip is an attack on Nvidia's real moat, the CUDA software lock-in.
  • Microsoft's MAI models — the largest backer of OpenAI quietly builds the capability to not need OpenAI, and what that says about vendor dependence.
  • The bull-vs-bear debate — Yann LeCun's warning that the economics cannot persist, given a fair hearing and a direct answer.
  • What's coming: Google Gemini 3.5 Pro — the expected 2-million-token context window explained in plain terms, and why "ask the AI about your entire business at once" is the real unlock.

    • The YPO Technology Network AI Brief is a daily briefing on the AI news that matters to CEOs and senior operators, hosted by Stephen Forte.

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    YPO Technology Network AI BriefBy Stephen Forte