Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

There are five layers in the #AI architecture: the application layer, model layer, chip layer, infrastructure layer, and energy layer. India is working on all five layers and making good progress in each of them. On the application layer, India will probably be the supplier of services to the... show more

PIB India

3,112,122 subscribers

18,676 Aufrufe • vor 5 Monaten •via X (Twitter)

Wissenschaft & Technologie #AI

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

India is working on all 5 layers of the AI architecture: application, model, chip, infra and energy. We are building the foundation for global AI services. 📍 World Economic Forum, Davos

India is working on all 5 layers of the AI architecture: application, model, chip, infra and energy. We are building the foundation for global AI services. 📍 World Economic Forum, Davos

Ashwini Vaishnaw

692,419 Aufrufe • vor 5 Monaten

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.

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

96,714 Aufrufe • vor 11 Tagen

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.

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.

Pat Grady

21,339 Aufrufe • vor 1 Jahr

Ever wonder why network engineers are ALWAYS obsessed with "Layer 7" when the TCP/IP model only has five layers? I’m breaking down the mystery of the Application Layer and why we still use the OSI model to describe it. #Networking #Layer7 #TCPIP #Cisco

Ever wonder why network engineers are ALWAYS obsessed with "Layer 7" when the TCP/IP model only has five layers? I’m breaking down the mystery of the Application Layer and why we still use the OSI model to describe it. #Networking #Layer7 #TCPIP #Cisco

NetworkChuck

17,145 Aufrufe • vor 1 Monat

🌌Create multi-layered Membership Cards or collections with Galaxis. 🌌How do you create amazing cards with 3 layers? Here’s a quick guide: 🖼️Design 3 unique layers ✨Layers with higher numbers are placed on top of the layers with lower numbers. ☝️Layer 1 will be the background, ☝️Layer 2 will be in the middle, and ☝️Layer 3 will be on the top of the card. ☝️Remember: use a transparent background when creating layer 2 and layer 3 files. 🌌Launch your multi-layered Membership Card masterpiece on Galaxis.

🌌Create multi-layered Membership Cards or collections with Galaxis. 🌌How do you create amazing cards with 3 layers? Here’s a quick guide: 🖼️Design 3 unique layers ✨Layers with higher numbers are placed on top of the layers with lower numbers. ☝️Layer 1 will be the background, ☝️Layer 2 will be in the middle, and ☝️Layer 3 will be on the top of the card. ☝️Remember: use a transparent background when creating layer 2 and layer 3 files. 🌌Launch your multi-layered Membership Card masterpiece on Galaxis.

Galaxis

26,575 Aufrufe • vor 2 Jahren

How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake: • Layer 1 Energy (The Fuel): $CEG, $VST • Layer 2 Chips (The Engine): $TSM, $MU • Layer 3 Infrastructure (The Factory): $NBIS, $VRT • Layer 4 Models (The Intelligence): $GOOGL, $META • Layer 5 Applications (Where Value Is Proven): $PLTR, $NET

How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake: • Layer 1 Energy (The Fuel): $CEG, $VST • Layer 2 Chips (The Engine): $TSM, $MU • Layer 3 Infrastructure (The Factory): $NBIS, $VRT • Layer 4 Models (The Intelligence): $GOOGL, $META • Layer 5 Applications (Where Value Is Proven): $PLTR, $NET

Shay Boloor

337,849 Aufrufe • vor 3 Monaten

The first layer of asphalt is called Dense Bituminous Macadam. There are three layers of asphalt for these Nsawam overheard interchange projects, and all will be laid very soon. The binder layer, the wearing layer, but the one that is laid now is the DBM ( Dense Bituminous Macadam ).

The first layer of asphalt is called Dense Bituminous Macadam. There are three layers of asphalt for these Nsawam overheard interchange projects, and all will be laid very soon. The binder layer, the wearing layer, but the one that is laid now is the DBM ( Dense Bituminous Macadam ).

Hon. Frank Annoh-Dompreh

38,968 Aufrufe • vor 10 Monaten

Jensen Huang describes AI as a five layer cake. Energy→Chips→Infrastructure→Models→Applications The companies owning the most layers win long term. Brett Winton explains how Anthropic and OpenAI are moving up the stack in "The Brainstorm."

Jensen Huang describes AI as a five layer cake. Energy→Chips→Infrastructure→Models→Applications The companies owning the most layers win long term. Brett Winton explains how Anthropic and OpenAI are moving up the stack in "The Brainstorm."

ARK Invest

18,005 Aufrufe • vor 1 Monat

These are underfill layers! They are a solid color layer underneath another color layer, but they are slightly bigger, making it look like the outline of the layer above. This method will make it easier for riggers to give the model more range, as the underfill is easy to adjust

These are underfill layers! They are a solid color layer underneath another color layer, but they are slightly bigger, making it look like the outline of the layer above. This method will make it easier for riggers to give the model more range, as the underfill is easy to adjust

Suiika Customizable Model OUT NOW!

529,264 Aufrufe • vor 2 Jahren

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.

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

83,516 Aufrufe • vor 2 Jahren

🤔 Why do we still rely on the final layer of an LLM, when different layers encode different information? 🤔 In our new work, “Improving LLM Final Representations with Inter-Layer Geometry” (ICLR 2026 Workshop on Geometry-grounded Representation Learning and Generative Modeling) we show that actually, LLMs do not have one “best” layer. We introduce the Cayley-Encoder: an efficient and effective geometric encoder that learns one strong representation from all layer representations of the LLM, without biasing the representation toward any specific layer. While adding at most 0.1% learned parameters to the LLM, the Cayley-Encoder achieves large empirical gains over LoRA fine-tuning, final-layer representations, expensive attention-based aggregation, and methods that optimize specific layers for the task.

🤔 Why do we still rely on the final layer of an LLM, when different layers encode different information? 🤔 In our new work, “Improving LLM Final Representations with Inter-Layer Geometry” (ICLR 2026 Workshop on Geometry-grounded Representation Learning and Generative Modeling) we show that actually, LLMs do not have one “best” layer. We introduce the Cayley-Encoder: an efficient and effective geometric encoder that learns one strong representation from all layer representations of the LLM, without biasing the representation toward any specific layer. While adding at most 0.1% learned parameters to the LLM, the Cayley-Encoder achieves large empirical gains over LoRA fine-tuning, final-layer representations, expensive attention-based aggregation, and methods that optimize specific layers for the task.

Maya Bechler-Speicher

16,351 Aufrufe • vor 21 Tagen

🚨 ELON MUSK: "Only 10 to 15 cents on the dollar actually gets to the end recipient. So they're just stealing the money before it even gets anywhere. There's layers of stealing, the first layer of stealing, second layer of stealing, third layer of stealing."

🚨 ELON MUSK: "Only 10 to 15 cents on the dollar actually gets to the end recipient. So they're just stealing the money before it even gets anywhere. There's layers of stealing, the first layer of stealing, second layer of stealing, third layer of stealing."

DogeDesigner

479,609 Aufrufe • vor 1 Jahr

The AI economy is not just software. It is energy. Chips. Infrastructure. Models. Applications. And every layer needs people to build it. At NVIDIA’s Five-Layer AI event, co-founder Chris Malachowsky, former secretary of commerce Gina Raimondo and Mike Rowe discussed why the future of AI means opportunity for workers across the entire stack.

The AI economy is not just software. It is energy. Chips. Infrastructure. Models. Applications. And every layer needs people to build it. At NVIDIA’s Five-Layer AI event, co-founder Chris Malachowsky, former secretary of commerce Gina Raimondo and Mike Rowe discussed why the future of AI means opportunity for workers across the entire stack.

NVIDIA

27,633 Aufrufe • vor 3 Monaten

How do we enable single-layer PCBs to support the routing complexity of multi-layer PCBs? We're making a "Bridge-Programmable Interconnect" chip. This chip is "programmed" by traces etched on the top layer of the PCB, it allows any configurable pin to connect to any other configurable pin Why is this a big deal? Single-layer PCB etching can be done in minutes on a UV laser, but because they don't have vias it is impossible to change layers. Using an interconnect chip, you are guaranteed to be able to route any signal over any other signal. By placing these on your single-layer PCB, you can reconfigure wiring such that you don't need any vias!

How do we enable single-layer PCBs to support the routing complexity of multi-layer PCBs? We're making a "Bridge-Programmable Interconnect" chip. This chip is "programmed" by traces etched on the top layer of the PCB, it allows any configurable pin to connect to any other configurable pin Why is this a big deal? Single-layer PCB etching can be done in minutes on a UV laser, but because they don't have vias it is impossible to change layers. Using an interconnect chip, you are guaranteed to be able to route any signal over any other signal. By placing these on your single-layer PCB, you can reconfigure wiring such that you don't need any vias!

Seve

30,046 Aufrufe • vor 7 Monaten

How the OriginTrail Decentralized Knowledge Graph (DKG) powers the real-world adoption of decentralized AI? It’s built in 3 layers: trust, knowledge base & AI. Let’s explore each layer below! 🧵👇

How the OriginTrail Decentralized Knowledge Graph (DKG) powers the real-world adoption of decentralized AI? It’s built in 3 layers: trust, knowledge base & AI. Let’s explore each layer below! 🧵👇

OriginTrail

34,621 Aufrufe • vor 1 Jahr

Data is the foundation of any AI training. All of the GPUs in the world can't train an AI model if they don't have data to train it on. Don't forget: Grass is the data layer of AI.

Data is the foundation of any AI training. All of the GPUs in the world can't train an AI model if they don't have data to train it on. Don't forget: Grass is the data layer of AI.

Grass

211,923 Aufrufe • vor 2 Jahren

MODI IS TRAPPED IN A CHAKRAVYUH!!🤯 *THE 1ST LAYER:* Target Indian Economy thus result in collpase of Indian Economy!! *THE 2ND LAYER:* Target Agniveer Scheme saying it will kill the youth of the country & will finish Army"!! *THE 3RD LAYER:* Target Farmers & thus provoking them resulting in destroy of India's food supply!! *THE 4TH LAYER:* Target Hindus through Caste Census Finally,Divide & Rule Hindus!! *THE 5TH LAYER:* Provoke Muslim's saying Muslim's are under attack in India!! *THE 6TH LAYER:* Target Indian Constitution saying Constitution is in danger. Dictator Modi will change the Constitution!! *THE 7TH LAYER:* Foreign powers come into play. They will fund & provide plans... Thus plant their agenda!! These are the *7 LAYER CHAKRAVYUH* Modi has to fight against!! Their plan is nothing but to bring the graph of Modi down. But Modi is fighting alone with such brutal force only for us. WE MUST STAND STRONG WITH MODI

MODI IS TRAPPED IN A CHAKRAVYUH!!🤯 THE 1ST LAYER: Target Indian Economy thus result in collpase of Indian Economy!! THE 2ND LAYER: Target Agniveer Scheme saying it will kill the youth of the country & will finish Army"!! THE 3RD LAYER: Target Farmers & thus provoking them resulting in destroy of India's food supply!! THE 4TH LAYER: Target Hindus through Caste Census Finally,Divide & Rule Hindus!! THE 5TH LAYER: Provoke Muslim's saying Muslim's are under attack in India!! THE 6TH LAYER: Target Indian Constitution saying Constitution is in danger. Dictator Modi will change the Constitution!! THE 7TH LAYER: Foreign powers come into play. They will fund & provide plans... Thus plant their agenda!! These are the 7 LAYER CHAKRAVYUH Modi has to fight against!! Their plan is nothing but to bring the graph of Modi down. But Modi is fighting alone with such brutal force only for us. WE MUST STAND STRONG WITH MODI

Mahesh Vikram Hegde 🇮🇳

23,061 Aufrufe • vor 1 Jahr

AI cannot change the world if the world cannot reach it. We are building an airborne connectivity layer for the next era of digital infrastructure, designed to extend the network above our AirNodes and below the satellites in orbit. For AirNode Operators, it means they can deploy anywhere, connect anyone. For $WMTX, it means more network, more usage. For EarthNodes, it means more data and services to run. The future needs a new layer of connectivity and that layer is World Mobile Stratospheric

AI cannot change the world if the world cannot reach it. We are building an airborne connectivity layer for the next era of digital infrastructure, designed to extend the network above our AirNodes and below the satellites in orbit. For AirNode Operators, it means they can deploy anywhere, connect anyone. For $WMTX, it means more network, more usage. For EarthNodes, it means more data and services to run. The future needs a new layer of connectivity and that layer is World Mobile Stratospheric

Micky (Mr Telecom) Watkins

12,277 Aufrufe • vor 1 Monat

"[AI agents] are threatening to break the blood-brain barrier between the application layer and the OS layer." Signal President Meredith Whittaker (Meredith Whittaker) warns of "real danger" in agentic AI hype. To be "magic genie bots" (concert booking etc.), they need root access to all your data: browser, cards, messages. Cloud-processed & unencrypted: "privacy & security guarantees" at profound risk.

"[AI agents] are threatening to break the blood-brain barrier between the application layer and the OS layer." Signal President Meredith Whittaker (Meredith Whittaker) warns of "real danger" in agentic AI hype. To be "magic genie bots" (concert booking etc.), they need root access to all your data: browser, cards, messages. Cloud-processed & unencrypted: "privacy & security guarantees" at profound risk.

vitrupo

271,480 Aufrufe • vor 1 Jahr

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. 2. Model Layer (RED): OpenAI, Google, Anthropic - you need billions and success is already priced in. 3. App Layer (DANGER ZONE): High churn, constant attack from LLM updates and customers building it themselves. 4. Use-Case Layer (GOLD): Buy boring operating businesses and use AI to crush the overhead. This has real cash flow + automation. Stop trying to out-code the giants in the cloud. Go where the algorithm can’t follow: proprietary data, deep customer relationships, and real-world results. The ultimate moat isn’t a better prompt; it’s owning the actual customer in the physical world. Sam Parr Shaan Puri

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. 2. Model Layer (RED): OpenAI, Google, Anthropic - you need billions and success is already priced in. 3. App Layer (DANGER ZONE): High churn, constant attack from LLM updates and customers building it themselves. 4. Use-Case Layer (GOLD): Buy boring operating businesses and use AI to crush the overhead. This has real cash flow + automation. Stop trying to out-code the giants in the cloud. Go where the algorithm can’t follow: proprietary data, deep customer relationships, and real-world results. The ultimate moat isn’t a better prompt; it’s owning the actual customer in the physical world. Sam Parr Shaan Puri

My First Million

285,411 Aufrufe • vor 2 Monaten