application layer AI startups
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 22, 2025 by Harj Taggar · across every show →
Everything said about application layer AI startups, oldest first
Dec 22, 2025 bullish
Taggar: Model commoditization sets up AI app startups for fantastic year
“Gemini surge, especially over the last few months, just feels like it returns us to a world of where exactly that, like the models are all essentially commoditizing each other. And it's just like the application layer and the startups are going to set up to ha…”