application layer companies and products
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 4, 2024 by George Arison · across every show →
Everything said about application layer companies and products, oldest first
Dec 4, 2024 bearish
Arison: Application-layer AI companies will be overtaken by infrastructure AI
“I believe that AI is going to be more at an infrastructure level layer as a solution rather than at a product level, if that makes any sense. Like, I think application layer companies and products ultimately are going to be overtaken by an infrastructure layer…”