model layer
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 31, 2025 by Brad Gerstner · across every show →
Everything said about model layer, oldest first
Jul 31, 2025 bearish
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…”