Загрузка видео...

Не удалось загрузить видео

На главную

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer...

StockSavvyShay's profile picture

Shay Boloor

432,490 subscribers

398,809 просмотров • 4 месяцев назад •via X (Twitter)

ОбразованиеНаука и технологииФинансы
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET
7:01

HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET

Shay Boloor

191,754 просмотров • 6 месяцев назад

$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder that the market will pay massive premiums for software that owns where work actually happens.
1:04

$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder that the market will pay massive premiums for software that owns where work actually happens.

Shay Boloor

131,562 просмотров • 2 месяцев назад

$PLTR is one of the cleanest ways to play the AI cycle because it benefits from the entire infrastructure buildout without financing the data centers, chips, memory, power or networking underneath it. Palantir is also emerging as one of the biggest sovereign AI winners by building the control layer that determines what AI understands, which proprietary data it can access and what decisions or actions it can influence inside an organization. OpenAI and Anthropic create the intelligence while Palantir connects it to permissions, workflows and real operating systems where measurable economic value is produced.
1:00

$PLTR is one of the cleanest ways to play the AI cycle because it benefits from the entire infrastructure buildout without financing the data centers, chips, memory, power or networking underneath it. Palantir is also emerging as one of the biggest sovereign AI winners by building the control layer that determines what AI understands, which proprietary data it can access and what decisions or actions it can influence inside an organization. OpenAI and Anthropic create the intelligence while Palantir connects it to permissions, workflows and real operating systems where measurable economic value is produced.

Shay Boloor

200,100 просмотров • 28 дней назад

The future of AI Agents needs #ICP AI agents are starting to act on our behalf: - making deals - sending messages - handling sensitive data But there is no trust layer telling you who or what you're actually dealing with ❌ zCloak Network is building exactly that: the trust, identity and privacy infrastructure for the AI-native economy, and they built it on top of Internet Computer Protocol In this podcast I sit down with Xiao Zhang (0xFrancis), founder of to break down what they're building, why they chose ICP over every other blockchain, and what the world looks like when AI agents can finally be trusted.
36:32

The future of AI Agents needs #ICP AI agents are starting to act on our behalf: - making deals - sending messages - handling sensitive data But there is no trust layer telling you who or what you're actually dealing with ❌ zCloak Network is building exactly that: the trust, identity and privacy infrastructure for the AI-native economy, and they built it on top of Internet Computer Protocol In this podcast I sit down with Xiao Zhang (0xFrancis), founder of to break down what they're building, why they chose ICP over every other blockchain, and what the world looks like when AI agents can finally be trusted.

Alex (BCP)

20,791 просмотров • 4 месяцев назад

The AI economy is not just software. It is energy. Chips. Infrastructure. Models. Applications. And every layer needs people to build it. At NVIDIA’s Five-Layer AI event, co-founder Chris Malachowsky, former secretary of commerce Gina Raimondo and Mike Rowe discussed why the future of AI means opportunity for workers across the entire stack.
0:45

The AI economy is not just software. It is energy. Chips. Infrastructure. Models. Applications. And every layer needs people to build it. At NVIDIA’s Five-Layer AI event, co-founder Chris Malachowsky, former secretary of commerce Gina Raimondo and Mike Rowe discussed why the future of AI means opportunity for workers across the entire stack.

NVIDIA

28,786 просмотров • 5 месяцев назад

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.
1:34

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.

Ask Perplexity

64,013 просмотров • 10 месяцев назад

Bharat is investing across the full AI value chain! ➡️From applications & models to semiconductor chips, data centres, and energy - every layer of the AI stack is being strengthened. 📍Rajasthan Regional AI Impact Conference 2026
1:35

Bharat is investing across the full AI value chain! ➡️From applications & models to semiconductor chips, data centres, and energy - every layer of the AI stack is being strengthened. 📍Rajasthan Regional AI Impact Conference 2026

Ashwini Vaishnaw

43,080 просмотров • 7 месяцев назад

Machines used to serve the economy. Now they are the economy. IoTeX built the only infrastructure to connect tens of millions of real-world sensors to AI. In 2026 we scale. Real-World AI that sees, hears, and feels the world and acts in real-time across every industry.
2:37

Machines used to serve the economy. Now they are the economy. IoTeX built the only infrastructure to connect tens of millions of real-world sensors to AI. In 2026 we scale. Real-World AI that sees, hears, and feels the world and acts in real-time across every industry.

IoTeX

25,613 просмотров • 7 месяцев назад

AI agents are transforming how we work, but with innovation comes frauds. Trust is essential in the Agentic Economy🔑cheqd is building the AI Trust Layer powered by $CHEQ 🚀 ✅Watch how Verifiable AI ensures agents prove who they are to secure data & transactions
1:13

AI agents are transforming how we work, but with innovation comes frauds. Trust is essential in the Agentic Economy🔑cheqd is building the AI Trust Layer powered by $CHEQ 🚀 ✅Watch how Verifiable AI ensures agents prove who they are to secure data & transactions

cheqd.io 🆔

24,513 просмотров • 1 год назад

Building an AI factory is the next industrial revolution for the modern enterprise. In this episode of the NVIDIA AI Podcast, Justin Boitano, VP and GM of Enterprise Computing at NVIDIA, and Chris Wright, CTO and SVP of Global Engineering at Red Hat AI, break down the "five-layer cake" and the rise of autonomous agentic systems. 🎙️ Listen to the episode:
1:39

Building an AI factory is the next industrial revolution for the modern enterprise. In this episode of the NVIDIA AI Podcast, Justin Boitano, VP and GM of Enterprise Computing at NVIDIA, and Chris Wright, CTO and SVP of Global Engineering at Red Hat AI, break down the "five-layer cake" and the rise of autonomous agentic systems. 🎙️ Listen to the episode:

NVIDIA AI

11,297 просмотров • 5 месяцев назад

Jeff Bezos basically said that if the AI economy keeps driving energy demand higher then $AMZN will eventually need data centers in space because Earth will not supply enough power. The early pieces of that space economy are already taking shape with $RKLB building the logistics layer & $ASTS extending connectivity.
1:52

Jeff Bezos basically said that if the AI economy keeps driving energy demand higher then $AMZN will eventually need data centers in space because Earth will not supply enough power. The early pieces of that space economy are already taking shape with $RKLB building the logistics layer & $ASTS extending connectivity.

Shay Boloor

449,548 просмотров • 9 месяцев назад

AI agents are quickly becoming a new layer of the enterprise workforce. In our partner podcast episode with Salesforce, we explored what it takes to make that shift real. 3 key insights: • Enterprise content gives AI the context it needs • The biggest gains come from content-heavy workflows • Governance must scale as agents take action Dive into how Box + Salesforce are thinking about the future of enterprise AI →
1:19

AI agents are quickly becoming a new layer of the enterprise workforce. In our partner podcast episode with Salesforce, we explored what it takes to make that shift real. 3 key insights: • Enterprise content gives AI the context it needs • The biggest gains come from content-heavy workflows • Governance must scale as agents take action Dive into how Box + Salesforce are thinking about the future of enterprise AI →

Box

883,519 просмотров • 5 месяцев назад

Crypto isn't about the shitty coin you bought. That's the mistake many people make… lose money on a token, decide the whole thing is a scam, and walk away angry. All while the story keeps playing out around them. Blockchain is the coordination layer for the digital economy. It's how AI agents make payments at machine speed. It's how identity, privacy, and value move across the internet when humans aren't the primary users anymore. AI and blockchain are married at the hip. Every agent, autonomous transaction, piece of the machine economy that's arriving now needs a programmable layer to run on. That's what the layer 1s actually are. Own a piece of it, and you own a piece of the agent economy.
2:47

Crypto isn't about the shitty coin you bought. That's the mistake many people make… lose money on a token, decide the whole thing is a scam, and walk away angry. All while the story keeps playing out around them. Blockchain is the coordination layer for the digital economy. It's how AI agents make payments at machine speed. It's how identity, privacy, and value move across the internet when humans aren't the primary users anymore. AI and blockchain are married at the hip. Every agent, autonomous transaction, piece of the machine economy that's arriving now needs a programmable layer to run on. That's what the layer 1s actually are. Own a piece of it, and you own a piece of the agent economy.

Raoul Pal

110,909 просмотров • 1 месяц назад

AI doesn’t need another isolated model. It needs a network where intelligence can compound. @kenzimori in conversation with nick, Co-Founder of Allora, on breaking AI out of silos, turning fragmented models into collective intelligence, and building the coordination layer that could move AI beyond the control of a few monoliths.
3:27

AI doesn’t need another isolated model. It needs a network where intelligence can compound. @kenzimori in conversation with nick, Co-Founder of Allora, on breaking AI out of silos, turning fragmented models into collective intelligence, and building the coordination layer that could move AI beyond the control of a few monoliths.

BeaconLayer Podcast

20,092 просмотров • 4 месяцев назад

Sequoia partner Grady Buchanan says systems of record SAAS like Workday, Salesforce, and ServiceNow are safer from AI. The risk sits with workflow apps in the middle, as AI agents become the new layer that does the work on top of core data.
1:38

Sequoia partner Grady Buchanan says systems of record SAAS like Workday, Salesforce, and ServiceNow are safer from AI. The risk sits with workflow apps in the middle, as AI agents become the new layer that does the work on top of core data.

Rohan Paul

59,031 просмотров • 5 месяцев назад

$SNOW doesn't need to know whether usage is coming from a human analyst or an AI agent but just needs more workloads running through the platform. Thats why Snowflake is trying to become the governed data layer where enterprise data, AI models, applications & workflows all come together.
1:11

$SNOW doesn't need to know whether usage is coming from a human analyst or an AI agent but just needs more workloads running through the platform. Thats why Snowflake is trying to become the governed data layer where enterprise data, AI models, applications & workflows all come together.

Shay Boloor

60,407 просмотров • 3 месяцев назад

General AI is already a dated concept. ThinkingAI connects an entire business ecosystem through MCP, pulling data, tools, and workflows into a single execution layer. Not isolated AI tools working separately. Coordinated agent systems triggering real actions across the whole operation. The shift is from using AI to running on it. Every company becomes an AI-powered system built on custom agent teams through the ThinkingAI Agentic Engine.
5:06

General AI is already a dated concept. ThinkingAI connects an entire business ecosystem through MCP, pulling data, tools, and workflows into a single execution layer. Not isolated AI tools working separately. Coordinated agent systems triggering real actions across the whole operation. The shift is from using AI to running on it. Every company becomes an AI-powered system built on custom agent teams through the ThinkingAI Agentic Engine.

Future Stacked

52,003 просмотров • 4 месяцев назад

Appreciate you Charles for having me on today! We covered: • $AMD emerging as the second source of the AI economy • My two favorite emerging market names for 2026: $MELI & $JMIA • $MU at the center of the next AI spend cycle as AI becomes memory-first • $NVDA laying out the blueprint for the operating system of the AI economy • $META & $AMZN winning in AI through distribution, data, and workflow control • $EOSE as a winner from AI data centers creating extreme load swings that long-duration zinc storage is built to handle
3:46

Appreciate you Charles for having me on today! We covered: • $AMD emerging as the second source of the AI economy • My two favorite emerging market names for 2026: $MELI & $JMIA • $MU at the center of the next AI spend cycle as AI becomes memory-first • $NVDA laying out the blueprint for the operating system of the AI economy • $META & $AMZN winning in AI through distribution, data, and workflow control • $EOSE as a winner from AI data centers creating extreme load swings that long-duration zinc storage is built to handle

Shay Boloor

252,570 просмотров • 7 месяцев назад

AI doesn’t need another isolated model. It needs a network where intelligence can compound. Kenzi / 2569.eth in conversation with nick, Co-Founder of Allora, on breaking AI out of silos, turning fragmented models into collective intelligence, and building the coordination layer that could move AI beyond the control of a few monoliths.
1:47

AI doesn’t need another isolated model. It needs a network where intelligence can compound. Kenzi / 2569.eth in conversation with nick, Co-Founder of Allora, on breaking AI out of silos, turning fragmented models into collective intelligence, and building the coordination layer that could move AI beyond the control of a few monoliths.

BlockLayer Podcast

41,263 просмотров • 4 месяцев назад