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22 results for “application layer”
Topic3 mentions across episodes
application layer
Concept3 mentions across episodes
Application Layer
...layer really boils down to, like, are you doing something useful for people? Right? You know, one is just the technology, and the other one is, like, something that you use as an application. Right? Like, the same way that you use an app on your smar
27:00 / 28:02
from transcript27:00 – 28:02
...layer and an application layer. So, you know, you go back like, the infrastructure layer for PCs was, I don't know, like, Microsoft and Apple, like, the operating system players. The infrastructure player for the Internet was like Cisco and Akamai. T
24:37 / 25:47
from transcript24:37 – 25:47
...layer thing. So generative AI for ChargeGPT or for our systems, etcetera, is used to build a conversational application. Right? So by and large conversational AI is about applications and it lives in the application layer. Yes. And for folks who don'
26:08 / 27:19
from transcript26:08 – 27:19
...at the application layer because the diversity of needs there is greater. You manage your kind of enterprise usage there. The thing I can't get my head around is, like, some of the biggest companies in the world will not allow the majority of their d
27:44 / 29:37
from transcript27:44 – 29:37
...application layer. Market cap is basically equivalent. The difference is the infrastructure layer, there are three businesses, and at the application layer, there are a 100. If the analogy holds, as an investor, the odds of success are gonna be signi
28:55 / 31:03
from transcript28:55 – 31:03
...the application layer and the application to application layer. There are specific places I'm looking at when it comes to the space now. I'm looking at, imagine there's a world where a marketing AI app is making a decision and sending that decision t
15:07 / 16:09
from transcript15:07 – 16:09
“The future of apps: everything generated on-the-fly, no separate applications needed”
...future of the application layer is you don't have all these separate apps. You just have this, thing that kinda gets generated mostly on the fly. And, you know, that dashboards is moving towards that,
44:20 / 44:53
prediction44:20 – 44:53
“Why AI apps will dominate over infrastructure in the next wave”
...I think application layer, ultimately, you are not only changing the back end, you're also really changing the front end. So the way human computer interaction looks is being also completely reinvente
18:45 / 19:27
market insight18:45 – 19:27
...application layer. Mhmm. So you you actually own the customer. You get you're kind of indexing more on the problem you're solving rather than, you know, the costs of your model. Mhmm. I mean, API business, for example, is I don't they're probably not
17:56 / 19:22
from transcript17:56 – 19:22
...layer to sort of the transport side. That's right. Yeah. And the The application side, I guess you should say. Yeah. The application. Yeah. But it's throughout the whole the whole stack, the whole OSI model. And the idea is you have this consistent f
15:45 / 16:50
from transcript15:45 – 16:50
...applications exist, that's probably where they'll all collapse, right, in the agent era. Because if you think about it, right, they are essentially CRUD databases with a bunch of business logic. The business logic is all going to these agents, and th
46:29 / 47:35
from transcript46:29 – 47:35
...think application layer, ultimately, you are not only changing the back end, you're also really changing the front end. So the way human computer interaction looks is being also completely reinvented.
18:00 / 19:04
from transcript18:00 – 19:04
...layer to sort of the transport side. That's right. Yeah. And the The application side, I guess you should say. Yeah. The application. Yeah. But it's throughout the whole the whole stack, the whole OSI model. And the idea is you have this consistent f
16:10 / 17:36
from transcript16:10 – 17:36
a product with a button that will do it for you. Right. And that's why there are software companies. Right. And and on on mobiles, you know, some of the new use cases, you know, we're, you know, getting in strangers' cars. You know, we mentioned Lyft
29:14 / 30:40
from transcript29:14 – 30:40
...model layer. These are the big LLM companies like OpenAI, XAI, Google Gemini, Meta. And then above that are the applications that can be software applications or Internet applications, and they can come from startups or incumbents. Our thesis was inv
27:02 / 28:05
from transcript27:02 – 28:05
model providers that they currently exist, or are these done by, you know, net new companies both on, you know, sort of enterprise and and consumer? Well, this is always a question is how far up the stack does a new thing go. Yeah. And, you know, as
29:56 / 31:03
from transcript29:56 – 31:03
...application layer. So so so I so I I guess, you know, some some dollars will shift into it. I know we do think that in in the intelligence layer is actually gonna be a pretty thick one. Maybe, you know, it's it'll capture half of the enterprise value
23:15 / 24:21
from transcript23:15 – 24:21
histories. But what you learn from it is that, you know, it doesn't exactly repeat, but it reads. It's just there's always on and out. So you you do so what we see with microservices, what happened? We we first build rate limiting and authentication
32:59 / 34:00
from transcript32:59 – 34:00
...that media layer, and that Seamless can take care of the low level infrastructure.
22:57 / 24:24
from transcript22:57 – 24:24
...model layer. These are the big LLM companies like OpenAI, XAI, Google Gemini, Meta. And then above that are the applications
24:45 / 25:48
from transcript24:45 – 25:48
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