Application Layer Investments

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Application Layer Investments, every show

20VC Opinion
Andrew Ng: AI application capital recycles through model providers to Nvidia
“In fact, if you look a lot of the application layer investments. Sometimes it feels like, you know, firms are putting in a hundred million dollars so that they can pay Open Ananthropic. So the Open Ananthropic can pay NVIDIA, which is where all the money is, i…”
Andrew Ng Nov 17, 2025 ▶ 31:44 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings

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