Arison: Application-layer AI companies will be overtaken by infrastructure AI
George Arison · George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234 · 20VC with Harry Stebbings · Dec 4, 2024 · at 54:52
George Arison, CEO of Grindr, shares his long-term outlook on AI market structure and value capture on 20VC.
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“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. Solution because there's going to be a universal AI that does a lot of things for you.”
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