application layer
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 20, 2025 by Varun Mohan · across every show →
Everything said about application layer, oldest first
Apr 20, 2025 bullish
Mohan: Most AI value will accrue at application layer, not infrastructure
“So at this point, then most of the value is probably not going to accrue at purely the, at least this is our belief at the infrastructure layer, it's going to accrue somewhere else. Where is the layer that you can actually differentiate on? And we believe the …”