The AI supply chain:
ASML → TSMC → NVIDIA → Everyone else
Fascinating how much of the AI industry flows through just a few companies. ASML's EUV machines are the only ones that can make the chips that power everything above them.
Concentration has its advantages... and its trade-offs.

AI Isn't a Bandaid for Legacy Systems
True transformation means rebuilding around user intent, not adding chat interfaces to old systems. Success comes from dynamic networks that adapt to what people actually want.
Are you reimagining or just teaching old systems new tricks?
#AIStrategy

We need someone to teach all these bots some good old fashioned design patterns. Because good code is still good code
#AI #AgenticAI