Applications
topic on 9 shows · 17 statements across 17 episodes
the Y Combinator Startup Podcast 
Latent Space 
the Official SaaStr Podcast 
WTF is with Nikhil Kamath 
Invest Like the Best 
the MAD Podcast 
the a16z Podcast 
All-In 
20VC
17 statements about Applications, every show
Reyes: AI foundation model margins are worse than application margins
“The margin profile of the models is definitely worse than the applications.”
Baker: AI profits accrue to infrastructure and models, not applications
“Today in that, in Jensen's five layer cake of AI. The profits. They're accruing to energy. They're accruing to data centers. They're accruing to chips. They're accruing to models. Not really accruing to the applications.”
Levine: Weakly Labeled Web Data Builds Foundational AI World Understanding
“When you can leverage Weekly labeled data, like data that you like, you know, in the case of language models that you just mine from the web, you actually learn more about the world. So you establish, like, foundation of world understanding, and then on top of…”
Anderson: Most application data will bypass keyboards within five years
“Most data will come into applications, not via a keyboard over the next five years.”
Model Layer Is Structurally More Defensible Than the AI App Layer
“It is far easier for Anthropic to try to go into one of the spaces of the apps than an app to try to go into the space of Anthropic, which makes me feel like one is more defensible than the other all else equal.”
Mytton: Low-memory edge AI models will be deployed within years
“We're already seeing new edge models designed to be deployed to mobile devices and IOT that use very low amounts of system memory and can provide inference responses within milliseconds. I think those are going to start to be deployed to applications over the …”
Srinivas: Governments should regulate AI applications rather than foundation models
“I think like regulating models is not necessarily a great idea. And it's not gonna work in practice either. People are still gonna be able to download a model and use it. I think the best way is to regulate applications.”
Casado: Base AI models lack defensibility without retentive application workflows
“The thing is, is all the other models catch up very quickly, because they distill so well, so like, that's not defensible, in a way. And so the companies that are defensible, that I've seen, is they'll put out a model that's very compelling, And then once the …”
Dalio: China is behind in AI chips but ahead in applications
“Like, I think the Chinese are a bit behind in the chips and But they're ahead in the applications.”
Katz: Open source struggles in applications because business logic is too bespoke
“I think the applications are so purpose built that the business logic behind them is so bespoke”
Mensch: AI regulation should target applications, not foundational math
“What you want to regulate is the application, and the issue we had, and the issue we're still having now is, We hear a lot of people saying we should regulate the tech, so we should regulate the function, the mathematics behind it, but really you never use a l…”
Lanng: The future of software is removing applications and interacting directly with AI
“The better solution is to remove the application that's shit and just talk straight with AI.”
Caldwell: Addressing YC rejection feedback in future applications is heavily weighted favorably
“Internalizing this feedback And demonstrating that you've addressed it in a future application is heavily weighted in your favor.”
Hu: AR core technology startups currently have better odds than app companies
“It is personally thinking, betting more on the installation phase kind of style of companies, which have to do more with our core technology that gets built out. Because a lot of those, there's tons to do. There's so many problems to solve, ah, before any of t…”
Dixon: Layer-one blockchains take at least 12 months to get quality apps
“Even when you launch these new layer ones, I think it's probably, I don't know, at least 12 months, probably before you see, like, higher quality applications coming out.”
Nguyen: Machine Learning Will Become a Feature of Every Application
“What you will see is that all of this machine learning will be a property of every application.”
The 'big data' concept will disappear within 5 to 10 years
“And our belief is, five, 10 years from now, this notion of big data is going to disappear, and this is going to be this notion of data. And companies that incorporate big data capabilities into their applications are going to win relative to companies that don…”