application layer

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 21, 2026 by Arun Penmetsa · across every show →

Everything said about application layer, oldest first

Jul 21, 2026 bullish

Prediction Not checkable as stated

Penmetsa: AI value accrual will shift from models to applications

“I do think over time, today a lot of the value has been accrued in the infrastructure and model layers. I do think over time we'll start seeing value getting accrued in the application layer.”

Arun Penmetsa Jul 21, 2026 ▶ 42:05 The #1 Mistake Killing B2B Startups | Arun Penmetsa, Storm Ventures

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application layer

Everything said about application layer, oldest first

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