application layer
4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 31, 2025 by David George · across every show →
Everything said about application layer, oldest first
May 31, 2025 bullish
Aug 26, 2026 neutral
Acharya: Moving into applications is more opex-heavy than inference
“It's actually logical now in hindsight, because the workloads for inference are very homogeneous, so you can build enormous scale in one part of the value chain. Whereas when you think about the application layer, you know, you've got so many idiosyncrasies an…”
Aug 26, 2026 bullish
Acharya: App aggregators hold an advantage by offering best-of-breed multi-model intelligence
“This is a place where the application layer really shines because labs, of course, are both incentivized and structurally only able to provide their own in-house models. You as an application sort of aggregator can provide the best of breed.”