The stack map
Every startup on the roster, placed on the layer of AI it works on. Read it top to bottom: the product a person uses sits on agents, agents sit on models, models run on inference, and all of it runs on rented GPUs, chips and power. A dashed box is a part of the stack with no roster company in it yet.
01 · 5 companies
Applications
What a person or a team actually uses — the finished product, in software or in the world.
- AI at work4
- Smart home1
- Robotics0
None on the roster yet.
- Autonomous driving0
None on the roster yet.
02 · 14 companies
Agents
What an AI product is built from: the framework, where its code runs, what it remembers, and how it pays.
03 · 7 companies
Trust & control
Checking what an agent does before it ships, and what it is allowed to do once it is live.
04 · 6 companies
Models
The models themselves, and the tools that train and tune them.
05 · 10 companies
Inference
Turning a model into answers — in the cloud, or on a machine you own.
06 · 3 companies
Compute
The GPUs, rented by the hour or scheduled across a cluster.
07 · 2 companies
Silicon
The chips the work runs on.
08 · 0 companies
Power
The electricity under all of it.
- Energy0
None on the roster yet.
- Energy0
The practice starts by doing the work: what we find goes to you first, and a free weekend on one named problem can follow.