# Everybody's Building Their Own Stack

Page: https://stenobird.com/podcast/ypo-technology-network-ai-brief-7728971/everybody-s-building-their-own-stack
Text version: https://stenobird.com/podcast/ypo-technology-network-ai-brief-7728971/everybody-s-building-their-own-stack.md
Podcast: [YPO Technology Network AI Brief](https://stenobird.com/podcast/ypo-technology-network-ai-brief-7728971)
Published: 2026-06-26T10:00:00+00:00
Episode link: https://rss.com/podcasts/ypo-technology-network-ai-brief/2941761
Audio file: https://content.rss.com/episodes/382927/2941761/ypo-technology-network-ai-brief/2026_06_24_21_49_17_2460bf28-04a3-4814-92ec-27e6549f21c3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ypo-technology-network-ai-brief-7728971/episodes/everybody-s-building-their-own-stack
Duration seconds: 581

## Resource

Three deals this week looked unrelated. They are the same deal. A chipmaker bought the software layer, a software giant built its own models, and the biggest model-maker built its own chip — and the strategic logic behind all three is identical. Stephen Forte connects them into one idea: everybody is building their own stack. In this episode: Qualcomm buys Modular (~$3.9B) — why acquiring software that runs AI across any chip is an attack on Nvidia's real moat, the CUDA software lock-in. Microsoft's MAI models — the largest backer of OpenAI quietly builds the capability to not need OpenAI, and what that says about vendor dependence. The bull-vs-bear debate — Yann LeCun's warning that the economics cannot persist, given a fair hearing and a direct answer. What's coming: Google Gemini 3.5 Pro — the expected 2-million-token context window explained in plain terms, and why "ask the AI about your entire business at once" is the real unlock. The YPO Technology Network AI Brief is a daily briefing on the AI news that matters to CEOs and senior operators, hosted by Stephen Forte.

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## Transcript

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