AI industry value chain

What experts have said about AI industry value chain

1 statement · 1 neutral

1. Chamath PalihapitiyaNeutralJul 24, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   AI value is shifting from foundation models toward applications and infrastructure.

   “the real business model is not in the foundational model anymore. It's at the application layer above, and it's in the infrastructure below”

   Listen at 9:48

   Open the episode · The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.