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The value is in the application layer. Success requires a people-first approach. Winston Weinberg reveals how Harvey built trust through deep industry knowledge and personalized solutions to become the first breakout application layer company in AI.

21,339 views • 1 year ago •via X (Twitter)

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Pat Grady's profile picture
Pat Grady1 year ago

listen here:

VistaShares ETFs's profile picture
VistaShares ETFs1 year ago

AIS provides exposure to companies at the forefront of artificial intelligence—spanning semiconductors, data centers, and AI-enabled applications. Consider how AIS may align with your investment strategy.

Turner Novak 🍌🧢's profile picture
Turner Novak 🍌🧢1 year ago

@winstonweinberg @harvey__ai B-roll editing on this goes insanely hard

Steve Kaplan AI's profile picture
Steve Kaplan AI1 year ago

@winstonweinberg @harvey__ai trust built on deep knowledge? sounds like a novel!

Trace Cohen's profile picture
Trace Cohen1 year ago

@winstonweinberg @harvey__ai Great example of vertical ai with a moat built on trust and industry knowledge.

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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

97,713 views • 1 month ago