OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generi...
TL;DR · AI 摘要
OpenAI 和 Anthropic 显示市场他们无法用通用 AI 解决所有问题，强调基础设施层和应用层的分离。
核心要点
- OpenAI 和 Anthropic 无法用通用 AI 解决所有问题。
- 基础设施层和应用层在 AI 中是分开的，各自有巨大机会。
- a16z 提醒应用层并未死亡，仍有大量构建空间。
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- OpenAI 和 Anthropic 的市场信号
金句 / Highlights
值得收藏与分享的关键句。
OpenAI 和 Anthropic 显示市场他们无法用通用 AI 解决所有问题。
在 AI 中，基础设施层和应用层是分开的，各自有巨大机会。
a16z 提醒应用层并未死亡，仍有大量构建空间。
You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it.
In the cloud supercycle, https://t.co/sKdgvGqh2O" / X
OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker. You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it. In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack). In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture. a16z's
on why the app layer isn't dead: a16z.news/p/avoiding-dea
Quote
@joeschmidtiv
12h
Avoiding Death on the Yellow Brick Road
Why The App Layer Isn't Dead The question I keep getting from founders and prospective employees: is there any AI application layer left to build, or are OpenAI and Anthropic going to kill...