AI application layer

“And so if the analogy holds, then you really, you know, as an investor, it's the odds of success are going to be significantly higher at the application layer because the diversity of needs there is greater.”

“For me as an investor, I see so many AI companies, and I'm not investing in any application layer of AI companies.”

“When I joined Perplexity and was writing out my pro-con list, I think the one that was, like, up there was, like, can the application layer capture and monetize value? And, or is it all just, you know, one big pass through cost? And now, you know, fast forward…”

“I think the level of talent and the fierceness of competition is, in many of these is actually like, Greater even in the application layer, which is crazy to say, because I think the competition in the Foundation Labs is extremely strong.”

“I think there is still value to be created and accrued to the infrastructure layer. We're not done. The build out's not done. But I also think now that we've got enough new toys at the technology that we will see massive value creation in the application layer…”