Layer 1 · AI Industry Panorama¶
What You Should Be Able to Do After This Layer¶
- Correctly order companies like NVIDIA / TSMC / ASML / Microsoft / OpenAI within the industry chain
- When you hear "HBM shortage," know it's about SK Hynix / Micron / Samsung's segment
- When you hear "Stargate," know it's the large-scale computing infrastructure project by OpenAI + Oracle + Microsoft + SoftBank
- When you see "CPO," know it refers to co-packaged optics (Coherent / Lumentum / Innolight's segment)
The 3 Subpages in This Layer¶
| Page | Purpose | Recommended Time |
|---|---|---|
| AI Industry Chain (Upstream → Midstream → Downstream) | Visualize the industry chain, where 60+ tickers fit | 30 min |
| Glossary | 2369 concepts, browse by category | Don't read through; use as a dictionary |
| 5 Introductory Cases | Spark interest with real events | 30 min |
What This Layer Does Not Cover¶
- ❌ How to value a stock (Layer 2)
- ❌ How to use mental models for judgment (Layer 3)
- ❌ Historical base rates (Layer 4)
It only teaches a cognitive map — so you know the players in this industry, their relationships, and how to read key terms.
Start → AI Industry Chain