Infrastructure Layer
topic on 6 shows · 9 statements across 9 episodes
Lenny's Podcast 
Sourcery 
the MAD Podcast 
the a16z Podcast 
All-In 
20VC
9 statements about Infrastructure Layer, every show
Chamath: Real AI business value sits at application and infrastructure layers
“And the velocity at which it's happening, you see that the real business model is not in the foundational model anymore. It's at the application layer above, and it's in the infrastructure below, whether that's the cloud or whether that's chips.”
Application Layer AI Startups Will Struggle to Build Defensible Moats
“And so I feel like building defensibility in the software layer On top of the models is going to be incredibly difficult. Whereas on the other side of things and the infrastructure side, it feels like there are meaningful moats that are getting built.”
Baker: Infrastructure is safer than applications early in tech waves
“It's one reason I think the infrastructure layer is often maybe a safe place to be at the beginning of one of these new technology waves.”
Chaddha: AI value shifts from infrastructure to app layer in 10 years
“But today, value for the next three, four years is at the infrastructure layer.
If I take 10 years out, this will be built.
Value will go up the stack.”
Mohan: Most AI value will accrue at application layer, not infrastructure
“So at this point, then most of the value is probably not going to accrue at purely the, at least this is our belief at the infrastructure layer, it's going to accrue somewhere else. Where is the layer that you can actually differentiate on? And we believe the …”
Arison: Application-layer AI companies will be overtaken by infrastructure AI
“I believe that AI is going to be more at an infrastructure level layer as a solution rather than at a product level, if that makes any sense. Like, I think application layer companies and products ultimately are going to be overtaken by an infrastructure layer…”
Tomasz Tunguz: Investor success odds are significantly higher at AI application layer
“If the analogy holds, as an investor, the odds of success are going to be significantly higher at the application layer because the diversity of needs there is greater.”
Casado: The AI infrastructure layer will eventually become free
“One thing which is different than IT and industry in the past is it seems pretty clear because the value is in data, and because the value is in optimization, that the infrastructure layer will be free.”