Value Accrual: Infrastructure vs Application

Vince believes that the majority of value will accrue to the application layer rather than the infrastructure layer. He compares the relative value of infrastructure companies like AWS and Google Cloud to the software companies built on top, suggesting that the new experiences and applications will hold more value for end customers.

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20VC
20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive
Related Questions
- How can SaaS companies benefit from their business model as discussed in the episode a16z Podcast | Valuing Today's Fast-Growing Software Companies and the clip The Cost of Infrastructure?