Infrastructure Providers

topic on 1 show · 1 statements across 1 episodes

All-In

1 statements about Infrastructure Providers, every show

ALL-IN Insight
Chamath: AI profits will accrue to infrastructure and apps, not base models
“Infrastructure providers and app builders. That's my best guess of where money gets made here.”
Chamath Palihapitiya Dec 8, 2023 ▶ 1:11:45 E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

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