LLM infrastructure

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 7, 2026 by Ariel Cohen · across every show →

Everything said about LLM infrastructure, oldest first

Feb 7, 2026 bearish

Opinion

Cohen: Market obsession with LLM infrastructure is misdirected as models commoditize

“I think if we'll move from the LLM infrastructure discussion, which I think people are obsessed there, which I actually don't think it's an important discussion. It's also a very commoditized kind of thing.”

Ariel Cohen Feb 7, 2026 ▶ 24:45 20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen

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LLM infrastructure

Everything said about LLM infrastructure, oldest first

Turn any episode into a week of clips.