application layer

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 11, 2025 by Jordan Gal · across every show →

Everything said about application layer, oldest first

Mar 11, 2025 bullish
Opinion
Gall: DeepSeek commoditizes LLMs and shifts value to the application layer
“I think the conversation changed for the healthier with Deep Seek, because it poked a hole in the potential value right, the flip side of this, the commoditization of the LLMs, and so it put a lot more focus and attention on the application layer, and it, I th…”
Jordan Gal Mar 11, 2025 ▶ 19:54 Episode 764 | Finding Hockey Stick Growth with an A.I. Wrapper (w...
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