Many investors are saying that the pyramid of value accrual from the Cloud, where SaaS applications were capturing orders of magnitude more value than the lower layers of the stack, has been inverted in the Gen AI stack. Lower layers of the stack (i.e. hardware providers and hyperscalers) will be the ones capturing the most value as the opportunity to capture value in the application layer will be limited and saturated by a small number of players (i.e. AI Labs).
Maybe I’ll even have fewer competitors in the long run, or at least not as many new competitors. Because at some point it’s not about how good a programmer you are (and I’ve always been a middle-tier programmer), it’s about discipline and vision.,推荐阅读旺商聊官方下载获取更多信息
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