app layer

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 2, 2025 by Varun Mohan · across every show →

Everything said about app layer, oldest first

Jun 2, 2025 positive
Assertion Supported
Mohan: AI model companies are expanding directly into application software
“But as you can see, you are seeing like these model companies actually going up to the app layer too in whatever apps they see are like valuable to them.”
Varun Mohan Jun 2, 2025 ▶ 53:13 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
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