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AI applications

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 31, 2025 by Brad Gerstner · across every show →

Everything said about AI applications, oldest first

Jul 31, 2025 bearish
Insight
Gerstner: AI Model Layer Is Commoditizing, Value Accrues to Applications
“What that tells me is the model layers being increasingly commoditized. And that there's not going to be a lot of intrinsic value in, in, in that intelligence layer, that operating layer. You're going to have to build applications that guys like Bill Gurley an…”
Brad Gerstner Jul 31, 2025 ▶ 45:52 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Dec 23, 2025 bullish
Prediction Not checkable as stated
Ghodsi: Most AI economic value will accrue to applications
“But I do think most of the value will accrue to the apps. So it's kind of, and I think that's common sense. It's just, I just don't know which apps.”
Ali Ghodsi Dec 23, 2025 ▶ 26:07 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
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