The AI Stack Explained: Seven Layers Driving Growth

In this episode of the Band of Insiders Podcast, Funs Jacobs provides an in-depth overview of the AI industry, breaking down the complex ecosystem into seven fundamental layers driving innovation and growth. The discussion covers the foundational role of chips, the critical infrastructure provided by hyperscalers, and the transformative potential of AI applications in various sectors. It also explores the impact of robotics, the importance of energy, the necessity of security, and the emerging role of financial and crypto rails. This comprehensive analysis aims to give listeners a broad perspective on the AI economy, highlighting that AI is not just a single entity but an interdependent stack of technologies and players. The episode concludes with a reminder that the insights provided are for understanding the industry better and not for specific investment advice.

00:00 Introduction and Overview

00:44 The AI Stack Explained

01:45 Investing in AI: A Broad Perspective

04:33 The Foundation Layer: Chips

07:40 Hyperscalers: The Compute Landlords

09:57 Applications: The Frontier Towns

12:45 Robotics: AI in the Physical World

14:40 Energy: The Oxygen Supply

16:24 Security: The Seatbelt

17:48 Financial Rails: The Money Layer

20:12 Conclusion and Final Thoughts

About Band of Insiders

Band of Insiders is a future forward platform and community for curious marketers, brand leaders, and founders who want to stay ahead of the curve. We explore the cultural and technological shifts shaping business—from AI to blockchain, gaming to Gen Z behavior—and what they really mean for you.

Hosted by Funs Jacobs: Dutch innovation strategist with 10+ years of experience in advertising, music, sports, and tech. Now based in Bali, Funs helps brands around the world spot what’s next and act on it, fast.

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