infrastructure layer
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 24, 2026 by Chamath Palihapitiya · across every show →
Everything said about infrastructure layer, oldest first
Jul 24, 2026 neutral
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.”