infrastructure layer

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 3, 2025 by Navin Chaddha · across every show →

Everything said about infrastructure layer, oldest first

Oct 3, 2025 bullish

Prediction Not checkable as stated

Chaddha: AI value shifts from infrastructure to app layer in 10 years

“But today, value for the next three, four years is at the infrastructure layer. If I take 10 years out, this will be built. Value will go up the stack.”

Navin Chaddha Oct 3, 2025 ▶ 22:42 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea

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infrastructure layer

Everything said about infrastructure layer, oldest first

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