apps and services layer companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 17, 2026 by Joe Lonsdale · across every show →
Everything said about apps and services layer companies, oldest first
Feb 17, 2026 positive
Lonsdale: Application layer companies are safer than overbuilt infrastructure in tech cycles
“This tends to happen in every cycle where the infrastructure gets overdone at some point. So that, but I think this is, again, speaking to our book, is I think some of the apps and services layer companies are a lot safer when that happens, but I don't know.”