model layer
4 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement May 22, 2024 by Aaron Levie · across every show →
Everything said about model layer, oldest first
May 22, 2024 negative
Levie: Zuckerberg is spending billions to commoditize the AI model layer
“And much of that is, is due to the trends we've already seen, which is, you know, the moment you have, you know, people like Zuckerberg that are literally willing to spend billions and billions of dollars commoditizing the model layer,”
Jun 24, 2024
Luan: Controlling the AI model layer means controlling all underlying compute
“In the future, when more and more software is just like the logic of software is actually just handled by a, by an LLM, nobody cares anymore about what the base computing primitive is. All you need to do is access these models and compose these models to go so…”
Feb 5, 2026
Jun 1, 2026 bearish
Foody: Enterprises will build evaluation systems to commoditize AI model providers
“And I believe that over time, this is going to develop to look very similar across every fortune, where they'll need to have this system of record for evaluating and specifying agent behavior across every workflow in their business. And they're going to use th…”