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Chips Layer

topic on 2 shows · 2 statements across 2 episodes

Invest Like the Best the a16z Podcast

2 statements about Chips Layer, every show

a16z Prediction Not checkable as stated
Sankar: AI value will accrue to chips and infrastructure layers
“So our theory has always been the value is going to accrue in two places at the chips layer and at the AI infrastructure layer, what we would call ontology. But those two layers I think are going to be pretty defensible.”
Shyam Sankar Mar 20, 2026 ▶ 28:39 Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z
INVEST LIKE THE BEST Prediction Not checkable as stated
Sankar: AI value will accrue at chips and ontology layers
“We think that the value is going to accrue at the chips layer. And at the ontology layer.”
Sham Sankar Mar 10, 2026 ▶ 1:15:48 How AI Is Changing Warfare | Palantir CTO · Invest Like The Best

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