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The practice / 75 companies

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.

  1. 01 · 8 companies

    Applications

    What a person or a team actually uses — the finished product, in software or in the world.

  2. 02 · 22 companies

    Agents

    The building blocks every agent product needs, and the open problems of keeping many agents in step and cheap to run.

  3. 03 · 13 companies

    Trust & control

    Checking what an agent does before it ships, defending it from text written to trick it, what it is allowed to do once live, where its output came from and why it answered as it did.

  4. 04 · 12 companies

    Models

    The models themselves, and the tools that train and tune them.

  5. 05 · 14 companies

    Inference

    Turning a model into answers — in the cloud, or on a machine you own.

  6. 06 · 4 companies

    Compute

    The GPUs, rented by the hour or scheduled across a cluster, and the markets that price them.

  7. 07 · 2 companies

    Silicon

    The chips the work runs on.

  8. 08 · 0 companies

    Power

    The electricity under all of it.