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AI application layer

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 27, 2025 by Michael Mignano · across every show →

Everything said about AI application layer, oldest first

Dec 27, 2025 bullish
Insight
Mignano: Full-stack foundation models capture more revenue than app-only players
“If you're a huge foundation model and you can kind of hit every layer of the stack, there's probably more revenue for you to take advantage of than if you're just at the application layer.”
Michael Mignano Dec 27, 2025 ▶ 33:17 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Jul 6, 2026 bearish
Disclosure
Miller: Accel moved slowly on AI apps due to foundation model risks
“We were admittedly slower than our peers on the application layer for AI because we were very worried about how fickle they were when the wakes of the models were getting wider and wider, and we spent a lot of time in infrastructure, and we're continuing to sp…”
Matt Miller Jul 6, 2026 ▶ 34:20 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
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