network effects

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 12, 2024 by Satya Nadella · across every show →

Everything said about network effects, oldest first

Dec 12, 2024 neutral
Insight
Nadella: AI Network Effects Reside in the App Layer, Not Models
“The network effects are in the app layer. So why would I want to spend a lot on some model capability with the network effects are all on the app layer?”
Satya Nadella Dec 12, 2024 ▶ 1:05:04 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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