infrastructure providers

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 8, 2023 by Chamath Palihapitiya · across every show →

Everything said about infrastructure providers, oldest first

Dec 8, 2023 positive
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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