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App Layer

topic on 2 shows · 2 statements across 2 episodes

BG2 Pod 20VC

2 statements about App Layer, every show

20VC Assertion Supported
Mohan: AI model companies are expanding directly into application software
“But as you can see, you are seeing like these model companies actually going up to the app layer too in whatever apps they see are like valuable to them.”
Varun Mohan Jun 2, 2025 ▶ 53:13 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
BG2 Insight
Nadella: AI Network Effects Reside in the App Layer, Not Models
“The network effects are in the app layer. So why would I want to spend a lot on some model capability with the network effects are all on the app layer?”
Satya Nadella Dec 12, 2024 ▶ 1:05:04 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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