The AI ecosystem has four players. Most boardrooms only know one
BySatish Viswanathan
Walk into almost any boardroom discussion on AI and the conversation quickly converges on the same questions: Which model is best? Who is leading the frontier? What can the newest agent do?
These are legitimate questions. But they reveal a serious blind spot. Most boardrooms understand the most visible player in the AI ecosystem, the Producer, while paying far less attention to the three other players that determine whether AI creates durable enterprise value.
The AI ecosystem has four interdependent players: Producers, Implementers, Consumers and Shapers. Each has different incentives, responsibilities and measures of success. Together, they carry AI from technological possibility to business and societal value.
Producers build the capability. They include frontier model companies, cloud providers, infrastructure firms and AI platform businesses. Their role is to advance the capability frontier through stronger reasoning, larger context windows, better multimodality, faster inference and more autonomous agents. They...
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