#draft May 2025 Ben Thompson's framing of the AI ecosystem as a stack of components, highlighting the tradeoffs and tensions between modular and integrated systems, in https://stratechery.com/2024/ai-integration-and-modularization/ really resonated with me. Started with the age-old PCs versus Macs: ![[Pasted image 20250904174148.png]] and covering the mobile equivalent: ![[Pasted image 20250904174526.png]] I wanted to include the network element of the mobile stack as it's easy to forget how influential this layer was for the first 20 years of the mobile ecosystem. Here's a first cut but I already want to include at least 1 more stack for Nokia, maybe another for Blackberry: ![[Pasted image 20250904174608.png]]