AI application layer
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 4, 2026 by Sudarshan "Suds" · across every show →
Everything said about AI application layer, oldest first
Sep 4, 2026 bearish
Suds: Invest in whatever extends OpenAI and Anthropic revenue, avoid app layer
“My general working thesis was like, you should probably just invest in anything that Enables or extends like Anthropic and OpenAI's revenue. And then the hedge to that would be open source. So just go over there and the app layer stuff by and large do not enab…”