applications

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 14, 2025 by Deedy Das · across every show →

Everything said about applications, oldest first

Nov 14, 2025 bullish

Insight

Model Layer Is Structurally More Defensible Than the AI App Layer

“It is far easier for Anthropic to try to go into one of the spaces of the apps than an app to try to go into the space of Anthropic, which makes me feel like one is more defensible than the other all else equal.”

Deedy Das Nov 14, 2025 ▶ 35:32 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures

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applications

Everything said about applications, oldest first

Turn any episode into a week of clips.