AI infrastructure layer

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 20, 2026 by Shyam Sankar · across every show →

Everything said about AI infrastructure layer, oldest first

Mar 20, 2026 bullish

Prediction Not checkable as stated

Sankar: AI value will accrue to chips and infrastructure layers

“So our theory has always been the value is going to accrue in two places at the chips layer and at the AI infrastructure layer, what we would call ontology. But those two layers I think are going to be pretty defensible.”

Shyam Sankar Mar 20, 2026 ▶ 28:39 Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z

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AI infrastructure layer

Everything said about AI infrastructure layer, oldest first

Turn any episode into a week of clips.