@Capetlevrai Peut-être que je suis biaisé à cause de ma TL qui parle que de hype. Mais on dirait que tout le monde s'en fout des 60K sur BTC et que c'est normal, il y a zéro force
@pierre_crypt0@CryptoPoulpe C’est surtout une question de net worth, c’est tout aussi gogole de la prendre solo si tu as 20k sur le compte, mais si tu as 10-15M, de temps en temps ça va imo avec la mif
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 @joeschmidtiv on why the app layer isn't dead: https://t.co/84QN5Mj9T3