​The AI stack is consolidating fast. Know where you stand, and where to move next.

​A live virtual strategy session by Softlandia, featuring Anand Arivukkarasu (ex-Meta Product Leader), for founders and product leaders navigating AI stack compression.

Who This Is For

​For founders, CEOs, CTOs, and product leaders who are:

• ​watching platform players absorb functionality they thought they owned

• ​unsure whether their product is building a moat or renting intelligence

• ​not sure which layer of the AI stack they specifically sit in

• ​seeing margins compress without a clear structural explanation

• ​aligning product, engineering, and leadership around an AI strategy that holds up

​Building SaaS products, AI-native applications, copilots, workflow automation platforms, enterprise AI tools, or agentic systems.

​The Core Problem

​Most AI companies are competing on features while the real battle is happening deeper in the stack.

​As AI juggernauts expand upward:

• ​models absorb workflows

• ​platforms bundle capabilities

• ​surfaces commoditize

• ​margins compress

• ​dependency costs rise across the ecosystem

​Many founders still cannot clearly answer:

• ​Where does our product actually sit in the AI stack?

• ​Which layers are becoming commodities?

• ​Where does durable value accrue?

• ​What happens if the layers beneath us absorb our functionality?

• ​What compounds over time in our product?

• ​Are we building defensibility (or renting intelligence)?

​Most products sit higher in the stack than they realize.

​This webinar introduces a structural framework for understanding where AI value is created, where products become vulnerable, and how companies can reposition before compression accelerates.

​What You’ll Learn

​The Supply Chain of Intelligence™

​A practical framework for understanding how modern AI products are structured across:

• ​infrastructure

• ​models

• ​execution

• ​orchestration

• ​surfaces

• ​trust systems

• ​and institutional memory

​You’ll learn:

• ​where your company sits

• ​which layers are exposed

• ​which layers compound

• ​where durable moats still exist

​The AI Compression Wave

​Why:

• ​model providers

• ​hyperscalers

• ​platform ecosystems

• ​AI-native incumbents

​are increasingly compressing companies above them in the stack.

​We’ll explore:

• ​how compression works

• ​why some products become features

• ​why others compound

• ​how value migrates across layers over time

​The Hidden Economics of AI Dependency

​AI costs are no longer just about tokens.

​Founders are increasingly exposed to:

• ​usage-based pricing shifts

• ​orchestration overhead

• ​inference dependency

• ​retrieval costs

• ​memory persistence

• ​verification complexity

• ​upstream pricing pressure

​Every layer beneath you in the stack increasingly influences the economics of the layer above you.

​We’ll discuss:

• ​who gets squeezed hardest

• ​why

• ​what structural moves reduce long-term exposure

​Where Defensibility Still Exists

​Not all layers are equally vulnerable.

​We’ll explore where durable value is still accumulating:

• ​domain execution

• ​workflow ownership

• ​orchestration

• ​verification systems

• ​institutional memory

• ​embedded organizational intelligence

​Live Company Mapping (If time permits)

​We’ll also analyze real companies through the framework, including examples like:

• ​OpenAI

• ​Microsoft

• ​Gamma

• ​Cursor

• ​Harvey

​and examine:

• ​where they sit

• ​where they’re expanding

• ​what they own

• ​where compression risk exists

​What You’ll Leave With

​→ A clear understanding of where your product sits in the AI stack
→ A structural lens for evaluating defensibility and compression risk
→ A better understanding of AI dependency economics and pricing pressure
→ A roadmap for where your company should move next to become harder to replace
→ A shared vocabulary for discussing AI strategy internally with product, engineering, and leadership teams

​Meet the Speakers

​Anand Arivukkarasu

​Ex-Meta product leader, startup advisor, and investor.

​Anand helped scale products at Facebook and Instagram and later helped build unicorn-stage startups. He created the Supply Chain of Intelligence™ framework to map where AI value accrues, where companies become vulnerable, and how founders can build structurally defensible AI products. Advises and invests in 20+ startups.

​Ilmo Lounasmaa

​Founder & CEO, Softlandia

​AI venture architect and product strategist helping SaaS teams design and scale AI-native products and systems globally.

​Feedback From Previous Sessions