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Application layer: winners are hard to pick early
The case was made that investing at the AI application layer is premature and risky because the full range of future killer applications is unknown, akin to predicting Uber during the early smartphone era.
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The story so far
REVIVED · 44 MENTIONS · 33 EPISODES · 17 SHOWS
12 SEP 2025 — 13 AUG 2026 · 5D AGO
19 SUPPORT · 4 CHALLENGE · 4 UPDATE · 2 REPEAT · 15 MENTIONED
- THE BUSINESS BREW
19 EPISODES BETWEEN · 29 MENTIONS
- THE BUSINESS BREW
- THE TIM FERRISS SHOW
- THE COMPOUND AND FRIENDS
- THE ACQUIRERS PODCAST
- THE MEB FABER SHOW
- YET ANOTHER VALUE PODCAST · 3 MENTIONS
- THE COMPOUND AND FRIENDS
- THE TWENTY MINUTE VC
- GOLDMAN SACHS EXCHANGES
- THE TWENTY MINUTE VC · 6 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- THE ACQUIRERS PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- THE POMP PODCAST · 2 MENTIONS
- THE TWENTY MINUTE VC · 2 MENTIONS
- THE BUSINESS BREW · 2 MENTIONS
- THE POMP PODCAST
- MASTERS IN BUSINESS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- EXCESS RETURNS
- Application layer: winners are hard to pick early · THIS IDEA
6 EPISODES BETWEEN · 7 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- A16Z PODCAST
- THE TWENTY MINUTE VC
- THE TWENTY MINUTE VC
- A16Z PODCAST
- THE TWENTY MINUTE VC · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- BANKLESS
- THOUGHTFUL MONEY
- EXCESS RETURNS
- A16Z PODCAST
- THE TWENTY MINUTE VC
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD