application company
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 23, 2024 by Thomas Scialom · across every show →
Everything said about application company, oldest first
Jul 23, 2024 bearish
Scialom: AI has minted infrastructure unicorns but few successful application companies
“I see like now a lot of fundamental stacks that are like the unicorn of today. Foundational models, foundational like clusters, data notations, things like that. There's a lot, but less successful yet, for now at least, application company. And it's hard to bu…”