Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

The AI App Layer is a valuation trap, and most AI apps will go to zero. Billionaire investor Graham Weaver breaks down the four AI zones. Pick wrong and you’re cooked: 1. Infrastructure Layer (SAFE): Chips, data centers, energy - print money as long as the lights stay on....

myfirstmilpod's profile picture

My First Million

67,916 subscribers

286,024 görüntüleme • 4 ay önce •via X (Twitter)

Bilim & TeknolojiFinans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

$PLTR is one of the cleanest ways to play the AI cycle because it benefits from the entire infrastructure buildout without financing the data centers, chips, memory, power or networking underneath it. Palantir is also emerging as one of the biggest sovereign AI winners by building the control layer that determines what AI understands, which proprietary data it can access and what decisions or actions it can influence inside an organization. OpenAI and Anthropic create the intelligence while Palantir connects it to permissions, workflows and real operating systems where measurable economic value is produced.
1:00

$PLTR is one of the cleanest ways to play the AI cycle because it benefits from the entire infrastructure buildout without financing the data centers, chips, memory, power or networking underneath it. Palantir is also emerging as one of the biggest sovereign AI winners by building the control layer that determines what AI understands, which proprietary data it can access and what decisions or actions it can influence inside an organization. OpenAI and Anthropic create the intelligence while Palantir connects it to permissions, workflows and real operating systems where measurable economic value is produced.

Shay Boloor

200,100 görüntüleme • 25 gün önce

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows
2:23

WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127 2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface 3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web 4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

Shay Boloor

398,809 görüntüleme • 4 ay önce

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.
1:34

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.

Ask Perplexity

64,013 görüntüleme • 10 ay önce

“AI is no longer a narrative, it's a way to build the future.” Shahaf Bar-Geffen, CEO of COTI Foundation, dives into the launch of their privacy-centric Layer 2, the role of AI and cryptography in real-world use cases, and what success looks like for COTI. 0:37 – Launching a Privacy-Focused Layer 2 1:27 – Is Privacy an Obstacle? 2:26 – How Garbled Circuits Power Their Tech 3:00 – Real-World Test Case 4:47 – COTI’s Global Ambitions 8:48 – Defining Success for the Network Watch the full episode below! 🎥
9:59

“AI is no longer a narrative, it's a way to build the future.” Shahaf Bar-Geffen, CEO of COTI Foundation, dives into the launch of their privacy-centric Layer 2, the role of AI and cryptography in real-world use cases, and what success looks like for COTI. 0:37 – Launching a Privacy-Focused Layer 2 1:27 – Is Privacy an Obstacle? 2:26 – How Garbled Circuits Power Their Tech 3:00 – Real-World Test Case 4:47 – COTI’s Global Ambitions 8:48 – Defining Success for the Network Watch the full episode below! 🎥

Genzio Media | Rolly Mode

20,489 görüntüleme • 1 yıl önce

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX
3:09

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX

CapexAndChill

138,008 görüntüleme • 1 ay önce

OKX Integrates Chainlink To Unlock $80 Trillion RWA Opportunity On X Layer OKX officially adopts Chainlink to anchor the Real-World Asset (RWA) infrastructure on its X Layer network. The integration provides the high-speed data feeds and cross-chain interoperability necessary to capture an estimated $80T in tokenized global markets. As a "Chainlink Scale" member, X Layer is now positioned as a primary destination for sovereign institutional-grade asset migration. The collaboration enables developers to build advanced decentralized applications that bridge legacy financial value with the "AI Agent Economy" on X Layer.
0:30

OKX Integrates Chainlink To Unlock $80 Trillion RWA Opportunity On X Layer OKX officially adopts Chainlink to anchor the Real-World Asset (RWA) infrastructure on its X Layer network. The integration provides the high-speed data feeds and cross-chain interoperability necessary to capture an estimated $80T in tokenized global markets. As a "Chainlink Scale" member, X Layer is now positioned as a primary destination for sovereign institutional-grade asset migration. The collaboration enables developers to build advanced decentralized applications that bridge legacy financial value with the "AI Agent Economy" on X Layer.

BSCN

16,358 görüntüleme • 2 ay önce

Jensen Huang told a room of global investors that AI is not one industry. It is five stacked on top of each other. Most people are investing in layer four and ignoring layers one through three entirely. He called it the five-layer cake. Layer one is energy. Jensen said this is the single greatest opportunity for the energy industry in a hundred years. The first time in a century that the grid in most countries can actually attract serious capital. Nuclear, solar, wind, hydrogen, it does not matter what form. If it produces energy, it gets funded. Siemens, GE Vernova, Mitsubishi. That is why they are all doing so well right now. Layer two is chips, computers, networking, and silicon photonics. Everything that processes the intelligence. Layer three is infrastructure. Land, power, buildings, data center operations. Every single one in short supply today. Layer four is the model layer. OpenAI, Anthropic. The layer everyone talks about. Layer five is applications. Every startup applying AI to financial services, legal, healthcare, logistics, transportation. Last year alone, a hundred billion dollars of venture capital went into this layer. The single largest VC year in the history of humanity. Then he said the number that stopped me cold. We are putting one trillion dollars into this five-layer cake this year. That sounds enormous. Jensen thinks the AI industry will eventually run at twenty trillion dollars per year. We are one trillion in of a twenty trillion dollar per year ecosystem. Most people watching AI are staring at layer four. Jensen was describing layers one through five as a single compounding system where every layer feeds the one above it. The people who understand that will invest differently than the people who do not.
4:50

Jensen Huang told a room of global investors that AI is not one industry. It is five stacked on top of each other. Most people are investing in layer four and ignoring layers one through three entirely. He called it the five-layer cake. Layer one is energy. Jensen said this is the single greatest opportunity for the energy industry in a hundred years. The first time in a century that the grid in most countries can actually attract serious capital. Nuclear, solar, wind, hydrogen, it does not matter what form. If it produces energy, it gets funded. Siemens, GE Vernova, Mitsubishi. That is why they are all doing so well right now. Layer two is chips, computers, networking, and silicon photonics. Everything that processes the intelligence. Layer three is infrastructure. Land, power, buildings, data center operations. Every single one in short supply today. Layer four is the model layer. OpenAI, Anthropic. The layer everyone talks about. Layer five is applications. Every startup applying AI to financial services, legal, healthcare, logistics, transportation. Last year alone, a hundred billion dollars of venture capital went into this layer. The single largest VC year in the history of humanity. Then he said the number that stopped me cold. We are putting one trillion dollars into this five-layer cake this year. That sounds enormous. Jensen thinks the AI industry will eventually run at twenty trillion dollars per year. We are one trillion in of a twenty trillion dollar per year ecosystem. Most people watching AI are staring at layer four. Jensen was describing layers one through five as a single compounding system where every layer feeds the one above it. The people who understand that will invest differently than the people who do not.

Ihtesham Ali

98,146 görüntüleme • 2 ay önce

We’re excited to introduce Taste Labs. Our mission is to end AI slop. We’re building the data and infrastructure layer to give AI models and agents taste. And today we’re coming out of stealth, announcing our $18.5M seed funding, co-led by CRV and Amplify Partners AI has nailed objective domains and made it easy to generate anything. But it still feels off. Now, the challenge is judgement. What fits, what feels like you, what’s GREAT. This requires turning a fuzzy, subjective domain into something we can measure and codify. We’re starting with design. There are two sides to cracking this, the foundation model layer and the agent layer: - We’ve already been working with the top frontier labs to evaluate and improve their models, crafting the right post-training data and RL environments. - We’ve also been working with app-layer companies to build the context and verification tools for their agents to produce better, more on-brand, more creative outputs. We want a future where AI feels right. If you’re passionate about this mission, join us!
1:23

We’re excited to introduce Taste Labs. Our mission is to end AI slop. We’re building the data and infrastructure layer to give AI models and agents taste. And today we’re coming out of stealth, announcing our $18.5M seed funding, co-led by CRV and Amplify Partners AI has nailed objective domains and made it easy to generate anything. But it still feels off. Now, the challenge is judgement. What fits, what feels like you, what’s GREAT. This requires turning a fuzzy, subjective domain into something we can measure and codify. We’re starting with design. There are two sides to cracking this, the foundation model layer and the agent layer: - We’ve already been working with the top frontier labs to evaluate and improve their models, crafting the right post-training data and RL environments. - We’ve also been working with app-layer companies to build the context and verification tools for their agents to produce better, more on-brand, more creative outputs. We want a future where AI feels right. If you’re passionate about this mission, join us!

Thais Castello Branco

2,699,979 görüntüleme • 2 ay önce

What if #AI became as decentralized as #Bitcoin? We sat down with our new friend 3700 from Bitcoin Virtual Machine to hear what their incredible team of anons are working on - "Truly Open AI." Full interview here:👇 1: What positive impact will Layer 2s have on Bitcoin? Layer 2s on Bitcoin open up opportunities for innovation, allowing developers to build dApps and smart contracts on top of Bitcoin, expanding its utility and use cases. By submitting transactions for final settlement on the Bitcoin network, Bitcoin Layer 2 networks claim to achieve the same (or close to) level of security and decentralization as the Bitcoin blockchain. Building a separate execution layer allows them the freedom to employ several technologies (such as rollups). Layer 2 can significantly improve Bitcoin's scalability by processing transactions off-chain, reducing congestion on the main blockchain. Overall, Layer 2s on Bitcoin have the potential to address some of Bitcoin's key limitations, making it more efficient, accessible, and versatile in the long run. 2: What does the ETF approval mean for Layer 2 on Bitcoin? The approval of ETF could potentially have several implications for Layer 2 on Bitcoin: Innovation and Development: With a growing interest in Bitcoin spurred by ETF approval, there could be a surge in research and development efforts focused on enhancing Layer 2. Developers and projects may be incentivized to create new and improved Layer 2 protocols to meet the evolving needs of the expanding Bitcoin ecosystem. An ETF approval could boost mainstream Bitcoin adoption and liquidity. This influx of users may also drive interest in Layer 2 on Bitcoin as a means to enhance the scalability and functionality of Bitcoin. 3: What are the primary challenges facing L2s on Bitcoin? The interoperability of different Layer 2s and their compatibility with Bitcoin's main blockchain can be a challenge. Ensuring seamless interaction between various Layer 2 networks and the Bitcoin blockchain is essential for a cohesive and efficient ecosystem. Some Layer 2s may introduce centralization risks if they rely heavily on centralized entities or trusted intermediaries. Maintaining decentralization and censorship resistance, which are core tenets of Bitcoin, while scaling with Layer 2s is a challenge. 4: What aspects of Layer 2 solutions for Bitcoin are you most enthusiastic about? AI represents one of the cornerstones of our modern era. However, achieving a decentralized AI infrastructure, owned and managed by users, has posed significant challenges. The primary obstacle has been the limited capacity to store and execute AI models due to size and computational limitations. To address this challenge, we propose a new blockchain architecture enabling developers to deploy their own Bitcoin Layer 2 solutions tailored specifically for AI tasks, called Truly Open AI. These Layer 2 blockchains are optimized to handle computationally intensive tasks, such as matrix multiplication, directly on-chain. These Bitcoin Layer 2 solutions offer exceptional throughput, minimal latency, and cost-effectiveness. AI dApps are programmed as Solidity smart contracts, ensuring they operate precisely as intended, free from interference or manipulation. Our BVM AI Contracts Library simplifies the integration of neural networks into dApps, empowering developers to embed AI seamlessly. In summary, I'm particularly enthusiastic about the potential of Layer 2 solutions for Bitcoin to revolutionize decentralized AI by providing scalability, security, and accessibility. 5: How is your Layer 2 different from others being built? BVM distinguishes itself as a Modular infrastructure that empowers thousands of distinct Bitcoin Layer 2 networks, spanning Gaming, DeFi, Social, and AI applications. We're continuously enriching the BVM Module Store with new modules to enhance its capabilities. With each new module, builders gain access to a wider array of tools to explore different use cases on the Bitcoin network. Recent additions include the Filecoin module for affordable storage and the AI Contracts Library for constructing AI-powered Bitcoin Layer 2 chains. We're also gearing up to release a ZK roll-up module in the coming weeks to offer an alternative to the standard optimistic roll-up. We aim to simplify the process of launching a Bitcoin Layer 2 network customized to specific requirements. Think of it as a SaaS offering with predefined best practices. Whether it's a DeFi Bitcoin Layer 2 or a GameFi Bitcoin Layer 2, we provide default solutions tailored to each use case. We're dedicated to expanding the BVM ecosystem by incentivizing more builders to join the Bitcoin network. Through various programs and grants, we support builders in covering their operational costs for Bitcoin Layer 2. Additionally, we offer rewards akin to 'L2 mining' to those who contribute to expanding the user base and total value locked on the network. In summary, BVM stands out with its modular infrastructure, tailored solutions, and efforts to grow the Bitcoin ecosystem.
1:16

What if #AI became as decentralized as #Bitcoin? We sat down with our new friend 3700 from Bitcoin Virtual Machine to hear what their incredible team of anons are working on - "Truly Open AI." Full interview here:👇 1: What positive impact will Layer 2s have on Bitcoin? Layer 2s on Bitcoin open up opportunities for innovation, allowing developers to build dApps and smart contracts on top of Bitcoin, expanding its utility and use cases. By submitting transactions for final settlement on the Bitcoin network, Bitcoin Layer 2 networks claim to achieve the same (or close to) level of security and decentralization as the Bitcoin blockchain. Building a separate execution layer allows them the freedom to employ several technologies (such as rollups). Layer 2 can significantly improve Bitcoin's scalability by processing transactions off-chain, reducing congestion on the main blockchain. Overall, Layer 2s on Bitcoin have the potential to address some of Bitcoin's key limitations, making it more efficient, accessible, and versatile in the long run. 2: What does the ETF approval mean for Layer 2 on Bitcoin? The approval of ETF could potentially have several implications for Layer 2 on Bitcoin: Innovation and Development: With a growing interest in Bitcoin spurred by ETF approval, there could be a surge in research and development efforts focused on enhancing Layer 2. Developers and projects may be incentivized to create new and improved Layer 2 protocols to meet the evolving needs of the expanding Bitcoin ecosystem. An ETF approval could boost mainstream Bitcoin adoption and liquidity. This influx of users may also drive interest in Layer 2 on Bitcoin as a means to enhance the scalability and functionality of Bitcoin. 3: What are the primary challenges facing L2s on Bitcoin? The interoperability of different Layer 2s and their compatibility with Bitcoin's main blockchain can be a challenge. Ensuring seamless interaction between various Layer 2 networks and the Bitcoin blockchain is essential for a cohesive and efficient ecosystem. Some Layer 2s may introduce centralization risks if they rely heavily on centralized entities or trusted intermediaries. Maintaining decentralization and censorship resistance, which are core tenets of Bitcoin, while scaling with Layer 2s is a challenge. 4: What aspects of Layer 2 solutions for Bitcoin are you most enthusiastic about? AI represents one of the cornerstones of our modern era. However, achieving a decentralized AI infrastructure, owned and managed by users, has posed significant challenges. The primary obstacle has been the limited capacity to store and execute AI models due to size and computational limitations. To address this challenge, we propose a new blockchain architecture enabling developers to deploy their own Bitcoin Layer 2 solutions tailored specifically for AI tasks, called Truly Open AI. These Layer 2 blockchains are optimized to handle computationally intensive tasks, such as matrix multiplication, directly on-chain. These Bitcoin Layer 2 solutions offer exceptional throughput, minimal latency, and cost-effectiveness. AI dApps are programmed as Solidity smart contracts, ensuring they operate precisely as intended, free from interference or manipulation. Our BVM AI Contracts Library simplifies the integration of neural networks into dApps, empowering developers to embed AI seamlessly. In summary, I'm particularly enthusiastic about the potential of Layer 2 solutions for Bitcoin to revolutionize decentralized AI by providing scalability, security, and accessibility. 5: How is your Layer 2 different from others being built? BVM distinguishes itself as a Modular infrastructure that empowers thousands of distinct Bitcoin Layer 2 networks, spanning Gaming, DeFi, Social, and AI applications. We're continuously enriching the BVM Module Store with new modules to enhance its capabilities. With each new module, builders gain access to a wider array of tools to explore different use cases on the Bitcoin network. Recent additions include the Filecoin module for affordable storage and the AI Contracts Library for constructing AI-powered Bitcoin Layer 2 chains. We're also gearing up to release a ZK roll-up module in the coming weeks to offer an alternative to the standard optimistic roll-up. We aim to simplify the process of launching a Bitcoin Layer 2 network customized to specific requirements. Think of it as a SaaS offering with predefined best practices. Whether it's a DeFi Bitcoin Layer 2 or a GameFi Bitcoin Layer 2, we provide default solutions tailored to each use case. We're dedicated to expanding the BVM ecosystem by incentivizing more builders to join the Bitcoin network. Through various programs and grants, we support builders in covering their operational costs for Bitcoin Layer 2. Additionally, we offer rewards akin to 'L2 mining' to those who contribute to expanding the user base and total value locked on the network. In summary, BVM stands out with its modular infrastructure, tailored solutions, and efforts to grow the Bitcoin ecosystem.

Supra

83,548 görüntüleme • 2 yıl önce

Jensen Huang just told the smartest founders in AI they’re building a commodity. Not a platform. Not a moat. A commodity. Huang: “AI is actually essentially a five-layer cake.” Energy. Chips. Cloud. Models. Applications. Five layers. The entire industry is crowded onto one. Huang: “This is where most people think AI is.” The model layer. Most money. Most talent. Most competition. Most competition always ends the same way. A commodity. The harder they compete, the faster they erase their own value. That’s not a failure of strategy. That’s the strategy working. Huang: “At the bottom is energy.” No algorithm solves a power grid. No fundraise builds a dam. For decades everyone assumed intelligence would be the scarce resource. AI proved the opposite. Intelligence scales. Energy doesn’t. The bottleneck was never thinking. It was always power. Huang: “This layer on top ultimately is where economic benefit will happen.” The top captures revenue. The bottom controls access. The middle converts one into the other. Hundreds of billions deployed between someone else’s power grid and someone else’s economy. Most funded layer in history. Least defensible layer in the stack. The most intelligent thing ever built sits in the one position where intelligence doesn’t matter.
1:00

Jensen Huang just told the smartest founders in AI they’re building a commodity. Not a platform. Not a moat. A commodity. Huang: “AI is actually essentially a five-layer cake.” Energy. Chips. Cloud. Models. Applications. Five layers. The entire industry is crowded onto one. Huang: “This is where most people think AI is.” The model layer. Most money. Most talent. Most competition. Most competition always ends the same way. A commodity. The harder they compete, the faster they erase their own value. That’s not a failure of strategy. That’s the strategy working. Huang: “At the bottom is energy.” No algorithm solves a power grid. No fundraise builds a dam. For decades everyone assumed intelligence would be the scarce resource. AI proved the opposite. Intelligence scales. Energy doesn’t. The bottleneck was never thinking. It was always power. Huang: “This layer on top ultimately is where economic benefit will happen.” The top captures revenue. The bottom controls access. The middle converts one into the other. Hundreds of billions deployed between someone else’s power grid and someone else’s economy. Most funded layer in history. Least defensible layer in the stack. The most intelligent thing ever built sits in the one position where intelligence doesn’t matter.

Dustin

20,739 görüntüleme • 1 ay önce

We think #GenAI will transform virtually every customer experience. That’s why we’re doubling down on all three layers of what’s called the GenAI “stack.” What do we mean by stack? Simple. Three layers, bottom to top. The “bottom layer” means the infrastructure. Think chips, servers, networking – the software, hardware, and computing power in our data centers used to train, build, and deploy AI models and applications. The “middle layer” is the GenAI sandbox – all the tools, Large Language Models (LLMs), and Foundation Models (FMs) we’ve built into Amazon Bedrock. This lets customers pick the #AI models that best fit their needs to easily and securely customize GenAI applications specific to their business. The “top layer” means the popular agents and assistants that people actually interact with – now including Amazon Q. These are built from the models in the middle layer – in Amazon Bedrock. While other apps might help you write a quick email, or edit an image, Amazon Q’s meant for taking care of business. It’s been engineered to be the most capable GenAI-powered assistant for speeding up software dev and leveraging companies’ internal data. Are you as bullish on the future of GenAI as we are? Listen to our CEO Andy Jassy talk about our investment across the stack.
1:19

We think #GenAI will transform virtually every customer experience. That’s why we’re doubling down on all three layers of what’s called the GenAI “stack.” What do we mean by stack? Simple. Three layers, bottom to top. The “bottom layer” means the infrastructure. Think chips, servers, networking – the software, hardware, and computing power in our data centers used to train, build, and deploy AI models and applications. The “middle layer” is the GenAI sandbox – all the tools, Large Language Models (LLMs), and Foundation Models (FMs) we’ve built into Amazon Bedrock. This lets customers pick the #AI models that best fit their needs to easily and securely customize GenAI applications specific to their business. The “top layer” means the popular agents and assistants that people actually interact with – now including Amazon Q. These are built from the models in the middle layer – in Amazon Bedrock. While other apps might help you write a quick email, or edit an image, Amazon Q’s meant for taking care of business. It’s been engineered to be the most capable GenAI-powered assistant for speeding up software dev and leveraging companies’ internal data. Are you as bullish on the future of GenAI as we are? Listen to our CEO Andy Jassy talk about our investment across the stack.

Amazon

47,421 görüntüleme • 2 yıl önce

The AI world in three buckets and why the apps don't add up yet "I divide the AI world into three buckets: 1. The infrastructure layer, spending $800 to $900 billion a year. 2. The two foundation model companies (OpenAI & Anthropic), doing around $100 billion. 3. Every other app company combined, which struggles to reach $40 or 50 billion. At some point, the people spending a trillion dollars a year are going to want some apps to pay for all this." Rory O'Driscoll
0:54

The AI world in three buckets and why the apps don't add up yet "I divide the AI world into three buckets: 1. The infrastructure layer, spending $800 to $900 billion a year. 2. The two foundation model companies (OpenAI & Anthropic), doing around $100 billion. 3. Every other app company combined, which struggles to reach $40 or 50 billion. At some point, the people spending a trillion dollars a year are going to want some apps to pay for all this." Rory O'Driscoll

Harry Stebbings

21,488 görüntüleme • 1 ay önce

Jensen Huang just told Silicon Valley it’s fighting on the wrong floor. Every boardroom in tech is locked on the same question. Which model wins. OpenAI or xAI. GPT or Claude. Grok or Gemini. Trillions moving on that bet alone. Huang zoomed out and showed them the whole building. Huang: “AI is actually essentially a five-layer cake.” Energy at the bottom. Chips above it. Cloud above that. Models next. Applications on top. Five layers. One war. Everyone crowded onto the fourth floor. Huang: “This is where most people think AI is.” He was pointing at the model layer. Every pitch deck. Every valuation. Every founder story. All packed onto one floor. One floor below the finish line. Three above the foundation. The middle of the building. Huang: “At the bottom is energy.” Not data. Not parameters. Not talent. Power. You cannot out-code the grid. You cannot train a frontier model with a press release. The smartest model on Earth still needs a dumb turbine spinning somewhere. The smartest engineers alive are building on top of someone else’s silicon, inside someone else’s cloud, powered by someone else’s electricity. They own nothing beneath them. Huang: “This layer on top ultimately is where economic benefit will happen.” Healthcare. Finance. Manufacturing. The only floors where AI actually meets money. Every dollar of real value lives at the top. Every physical constraint that decides who gets to play lives at the bottom. The model sits in between. Squeezed from above and below and owning neither end. Silicon Valley is burning hundreds of billions to build plumbing for somebody else’s economy. The basement decides if it runs. The penthouse decides if it pays. The companies building models think they are building the future. Huang just told them they are the middle layer in someone else’s cake.
1:01

Jensen Huang just told Silicon Valley it’s fighting on the wrong floor. Every boardroom in tech is locked on the same question. Which model wins. OpenAI or xAI. GPT or Claude. Grok or Gemini. Trillions moving on that bet alone. Huang zoomed out and showed them the whole building. Huang: “AI is actually essentially a five-layer cake.” Energy at the bottom. Chips above it. Cloud above that. Models next. Applications on top. Five layers. One war. Everyone crowded onto the fourth floor. Huang: “This is where most people think AI is.” He was pointing at the model layer. Every pitch deck. Every valuation. Every founder story. All packed onto one floor. One floor below the finish line. Three above the foundation. The middle of the building. Huang: “At the bottom is energy.” Not data. Not parameters. Not talent. Power. You cannot out-code the grid. You cannot train a frontier model with a press release. The smartest model on Earth still needs a dumb turbine spinning somewhere. The smartest engineers alive are building on top of someone else’s silicon, inside someone else’s cloud, powered by someone else’s electricity. They own nothing beneath them. Huang: “This layer on top ultimately is where economic benefit will happen.” Healthcare. Finance. Manufacturing. The only floors where AI actually meets money. Every dollar of real value lives at the top. Every physical constraint that decides who gets to play lives at the bottom. The model sits in between. Squeezed from above and below and owning neither end. Silicon Valley is burning hundreds of billions to build plumbing for somebody else’s economy. The basement decides if it runs. The penthouse decides if it pays. The companies building models think they are building the future. Huang just told them they are the middle layer in someone else’s cake.

Dustin

536,347 görüntüleme • 4 ay önce

You asked for it, we delivered. The full keynote is live. In this keynote, we unveil our enhanced vision to become the World’s Ears for AI & Robotics. We are creating the world’s first decentralized infrastructure for real-world audio intelligence. Check-out our new website: Start training Voice AI now & get rewarded: From noise-level mapping to multilingual voice data and the future of live audio streams, Silencio is building the critical audio data layer that will power foundation models, embodied AI, autonomous vehicles, and robotics.
23:24

You asked for it, we delivered. The full keynote is live. In this keynote, we unveil our enhanced vision to become the World’s Ears for AI & Robotics. We are creating the world’s first decentralized infrastructure for real-world audio intelligence. Check-out our new website: Start training Voice AI now & get rewarded: From noise-level mapping to multilingual voice data and the future of live audio streams, Silencio is building the critical audio data layer that will power foundation models, embodied AI, autonomous vehicles, and robotics.

Silencio | Voice Data for AI

176,313 görüntüleme • 11 ay önce

2025 was the year AI stopped feeling chaotic and started feeling buildable. On the Lightcone Podcast, Garry Tan, Harj Taggar, Diana, and Jared Friedman break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started. 00:50 - Anthropic models are most preferred in the latest YC batch 05:36 - Why aren’t there more AI consumer apps? 07:01 - Swapping models in and out is becoming the norm 09:08 - The big AI bubble question 14:37 - Space as the solve for data centers and energy 17:29 - Interest in starting model companies 21:01 - Vibe coding became a big category 22:23 - AI economy has stabilized 23:38 - The AI 2027 piece 25:49 - Founders still need to hire teams
30:22

2025 was the year AI stopped feeling chaotic and started feeling buildable. On the Lightcone Podcast, Garry Tan, Harj Taggar, Diana, and Jared Friedman break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started. 00:50 - Anthropic models are most preferred in the latest YC batch 05:36 - Why aren’t there more AI consumer apps? 07:01 - Swapping models in and out is becoming the norm 09:08 - The big AI bubble question 14:37 - Space as the solve for data centers and energy 17:29 - Interest in starting model companies 21:01 - Vibe coding became a big category 22:23 - AI economy has stabilized 23:38 - The AI 2027 piece 25:49 - Founders still need to hire teams

Y Combinator

102,635 görüntüleme • 8 ay önce

Vitalik Buterin on Ethereum as the economic layer for AI “The blockchain to me is the most natural way to allow applications and cooperation between many different people in the long term without needing to agree on who to trust. The other thing is also the economic layer. This is the layer where blockchains can support AIs.” Vitalik believes Ethereum will play a large role in the future of decentralized AI: “If you have more decentralized AI, that means you have different AIs (agents, programs) that are controlled by different people and need to interact with each other. And for that interaction to be possible, you need to have an economic layer. Either cooperation is based on economic incentives and economic rules. Or it’s based on central control. It’s usually one of the two, and if we can set up the economic system, that makes more decentralized interaction between AIs possible.” Source: OKX (Apr 2026) Read our full article on why AI agents will need Ethereum for low-risk DeFi below👇
1:18

Vitalik Buterin on Ethereum as the economic layer for AI “The blockchain to me is the most natural way to allow applications and cooperation between many different people in the long term without needing to agree on who to trust. The other thing is also the economic layer. This is the layer where blockchains can support AIs.” Vitalik believes Ethereum will play a large role in the future of decentralized AI: “If you have more decentralized AI, that means you have different AIs (agents, programs) that are controlled by different people and need to interact with each other. And for that interaction to be possible, you need to have an economic layer. Either cooperation is based on economic incentives and economic rules. Or it’s based on central control. It’s usually one of the two, and if we can set up the economic system, that makes more decentralized interaction between AIs possible.” Source: OKX (Apr 2026) Read our full article on why AI agents will need Ethereum for low-risk DeFi below👇

Etherealize

115,396 görüntüleme • 3 ay önce

$PLTR cofounder Joe Lonsdale on investing in the 5 Layers of AI 🔮 “Over the next 10 years, every Fortune 500 company should benefit.” Layer 1: Chips Layer 2: Datacenters Level 3: Modeling (OpenAI, Anthropic, xAI) Level 4: Infrastructure & Deployment ( $META Llama, $PLTR 🔮(kinda) Level 5: Companies actually performing services in the economy “The big argument in venture is: is level 4 going to be eaten by level 3? Are the model companies themselves going to build out the infrastructure and own it? “The level 5 is about building things in the service economy. For example, healthcare billing is a $280B revenue industry in the U.S… We’re already making it 3x more productive. 3x higher margins… Via The Compound
3:52

$PLTR cofounder Joe Lonsdale on investing in the 5 Layers of AI 🔮 “Over the next 10 years, every Fortune 500 company should benefit.” Layer 1: Chips Layer 2: Datacenters Level 3: Modeling (OpenAI, Anthropic, xAI) Level 4: Infrastructure & Deployment ( $META Llama, $PLTR 🔮(kinda) Level 5: Companies actually performing services in the economy “The big argument in venture is: is level 4 going to be eaten by level 3? Are the model companies themselves going to build out the infrastructure and own it? “The level 5 is about building things in the service economy. For example, healthcare billing is a $280B revenue industry in the U.S… We’re already making it 3x more productive. 3x higher margins… Via The Compound

Jawwwn

151,179 görüntüleme • 1 yıl önce

🚨THIS IS EXACTLY WHAT I'M TRYING TO TELL Y'ALL 99% of retail doesn't understand the technology bottleneck the whole market is about to hit. Everyone thinks AI runs on compute. More GPUs, more power. wrong. The real wall is memory AND bandwidth... And this is EXACTLY where SpaceX stepped in... The entire backbone to the basically internet 2.0 is being built as you read this with the new Starlink V3 AI agents have to remember everything. every task, every step, every piece of context. That memory has to be stored AND moved. instantly. at a scale the world has never handled. Where does it all live? and how do you move it fast enough? The answer is a massive new layer of data infrastructure That's what the 100k V3 Starlinks are for. That's the backbone of internet 2.0 The nervous system linking AI memory across the planet and into orbit. Elon's building the physical layer of the entire AI age. You should thank God you're living in the same era with people like Musk. Follow me so you won't skip that generational opportunity.
0:25

🚨THIS IS EXACTLY WHAT I'M TRYING TO TELL Y'ALL 99% of retail doesn't understand the technology bottleneck the whole market is about to hit. Everyone thinks AI runs on compute. More GPUs, more power. wrong. The real wall is memory AND bandwidth... And this is EXACTLY where SpaceX stepped in... The entire backbone to the basically internet 2.0 is being built as you read this with the new Starlink V3 AI agents have to remember everything. every task, every step, every piece of context. That memory has to be stored AND moved. instantly. at a scale the world has never handled. Where does it all live? and how do you move it fast enough? The answer is a massive new layer of data infrastructure That's what the 100k V3 Starlinks are for. That's the backbone of internet 2.0 The nervous system linking AI memory across the planet and into orbit. Elon's building the physical layer of the entire AI age. You should thank God you're living in the same era with people like Musk. Follow me so you won't skip that generational opportunity.

Frogify

29,574 görüntüleme • 15 gün önce

My thesis on $PATH in 60 seconds: Everyone thinks agentic AI kills UiPath. I think it's the opposite. AI agents are powerful but useless without orchestration. Someone has to deploy them, govern them, and connect them to the 50 different systems inside a Fortune 500 company. That's what UiPath built with Maestro - an orchestration layer that integrates AI agents from Anthropic, OpenAI, and Google into real enterprise workflows. They're not competing with the models. They're the layer those models need to actually work. The numbers: - $1.78B ARR, growing 11% YoY - Q3 revenue $411M, up 16% - First GAAP profitable quarter in company history - 85% gross margins - $1.7B cash on the balance sheet - 10,600+ customers, 65% of the Fortune 500 The stock is $10.71. Down 84% from its IPO. Founder CEO Daniel Dines came back and is rebuilding the company around agentic automation. Watch his breakdown below - he explains exactly why AI makes UiPath more relevant, not less. I just opened shares and LEAPs. If agentic AI is real, the orchestration layer wins.
4:19

My thesis on $PATH in 60 seconds: Everyone thinks agentic AI kills UiPath. I think it's the opposite. AI agents are powerful but useless without orchestration. Someone has to deploy them, govern them, and connect them to the 50 different systems inside a Fortune 500 company. That's what UiPath built with Maestro - an orchestration layer that integrates AI agents from Anthropic, OpenAI, and Google into real enterprise workflows. They're not competing with the models. They're the layer those models need to actually work. The numbers: - $1.78B ARR, growing 11% YoY - Q3 revenue $411M, up 16% - First GAAP profitable quarter in company history - 85% gross margins - $1.7B cash on the balance sheet - 10,600+ customers, 65% of the Fortune 500 The stock is $10.71. Down 84% from its IPO. Founder CEO Daniel Dines came back and is rebuilding the company around agentic automation. Watch his breakdown below - he explains exactly why AI makes UiPath more relevant, not less. I just opened shares and LEAPs. If agentic AI is real, the orchestration layer wins.

Jason Luongo

27,595 görüntüleme • 6 ay önce

What happens when ZK wraps around AI instead of trying to prove it? In this talk from @Zk_Hub_Global, Brandon Kase (CEO of o1Labs (httpz)/Mina Protocol (httpz) 🪶) argues that the real near-term value of ZK x AI is in control, privacy, and coordination - not proving LLMs. Brandon introduces the idea of ZK as the "boundary layer" for AI agents - governing access to data, payments, and identity. He also teases a little bit about “Project Untitled”, a new decentralized private state layer for agent memory and coordination 🤝
7:59

What happens when ZK wraps around AI instead of trying to prove it? In this talk from @Zk_Hub_Global, Brandon Kase (CEO of o1Labs (httpz)/Mina Protocol (httpz) 🪶) argues that the real near-term value of ZK x AI is in control, privacy, and coordination - not proving LLMs. Brandon introduces the idea of ZK as the "boundary layer" for AI agents - governing access to data, payments, and identity. He also teases a little bit about “Project Untitled”, a new decentralized private state layer for agent memory and coordination 🤝

House of ZK

102,065 görüntüleme • 1 yıl önce