AI stack

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Aug 25, 2023 by Guido Appenzeller · across every show →

Everything said about AI stack, oldest first

Aug 25, 2023
Insight
Appenzeller: AI requires a new infrastructure stack including vector databases
“You need a completely different stack in terms of all the different pieces, right? You probably want VectorDBs to retrieve context. You know, you want different types of hosting providers that are good in hosting these models and providing them to you as a ser…”
Guido Appenzeller Aug 25, 2023 ▶ 21:09 Chasing Silicon: The Race for GPUs
May 9, 2024 bullish
Assertion Not checkable as stated
Horowitz: ElevenLabs' voice model is widely integrated into AI developer stacks
“11 Labs with their voice model has kind of embedded into everybody. You know, everybody uses it as part of kind of the AI stack. And so it's got kind of a developer hook into it, and then, you know, they're going very, very fast to what they do and really bein…”
Ben Horowitz May 9, 2024 ▶ 5:12 Build Your Startup With AI
Feb 6, 2025 neutral
Prediction Not checkable as stated
Sinofsky: AI stacks will standardize and licensing choices will become critical
“The licensing model really matters because what's going to happen is that there's going to end up being some level of standardization. Now, I don't know where in the stack or in what level, but there is going to be some level of standardization and the model, …”
Steven Sinofsky Feb 6, 2025 ▶ 12:48 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
Mar 20, 2026 negative
Assertion Not checkable as stated
Sankar: Foundational AI models are rapidly commoditizing
“What I see happening empirically is the models are being commoditized and we're always under pressure.”
Shyam Sankar Mar 20, 2026 ▶ 28:02 Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z
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