​Everyone is talking about Jensen's 5-layer AI cake (Energy, Chips, Infra, Models, Apps). But honestly, I think we're missing the most obvious move right now: SOME of the money from all 5 of those layers is about to start flowing directly into cybersecurity. ​We built out this massive AI infrastructure ridiculously fast, but we completely overlooked the security side. We basically built way faster than we can actually secure. ​The market is waking up to this from the news over the weekend. I guess it was inevitable.Just look at the massive pop today $CRWD is up over 14% and $PANW is up around 11%. ​I don't even think security is just some 6th layer stacked on top. I think we're going to see it spread into every single layer of the cake. Think about it: you have to secure the physical energy grids, the actual data centers (Infra), the models themselves, and the end-user apps. If regulators step in to make sure companies have the right security on these layers we will definitely see companies slow down AI and make sure they follow protocols before building out more. What other things could we have missed while building out AI?
796 views
1 Comments
Lamar @aleitheia712 · 3dEdited
We need a 5-layer cake ETF
See the full comment section 👀Sign up for the full Blossom experience!
