The Business Engineer

The Business Engineer

The AI Stack Wars

Gennaro Cuofano's avatar
Gennaro Cuofano
Feb 08, 2026
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Amazon, Google, and Microsoft are each building complete AI stacks, but they’re placing fundamentally different bets on where value will accrue. Each company leads in different layers, reflecting distinct theories about how the AI economy will unfold. Only one theory can be right.

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