AI infrastructure layer
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 1, 2026 by Brendan Foody · across every show →
Everything said about AI infrastructure layer, oldest first
Jun 1, 2026 bullish
Foody: AI infrastructure companies will achieve higher margins than application startups
“And so I think that There are going to be high margins that get achieved at the infrastructure layer and sort of sustainable, profitable businesses in a way that it's less immediately clear at the application layer.”
Jul 6, 2026 bullish
Mignano: Massive value creation is coming to AI application layer
“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…”