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AN

Andrew Ng

08/30/23

@ Stanford Online

While the infrastructure and developer tooling layers are receiving media attention, the success of these layers depends on the success of the application layer.

Video

SO

Andrew Ng: Opportunities in AI - 2023

@ Stanford Online

08/30/23

Related Takeaways

AN

Andrew Ng

08/30/23

@ Stanford Online

The AI stack consists of several layers, including hardware, infrastructure, and application layers, each with unique opportunities and challenges.

SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

The application layer is where value will ultimately accrue in AI, as companies create customer-focused solutions that leverage foundational models.

a

a16z Cast

02/07/25

@ a16z

The creativity in application development is crucial for differentiation in the market, and companies must embrace this to succeed.

AB

Andrew Bosworth

04/24/25

@ a16z

Building a strong developer ecosystem is incredibly challenging, but it's essential for the platform's success.

YC

Y Combinator Cast

04/25/24

@ Y Combinator

The shift towards developer tools reflects a need for better infrastructure and tooling to support the growing demand for AI applications.

SN

Satya Nadella

04/17/25

@ Microsoft India

The architecture of applications is evolving with AI, leading to a separation of business logic from data management, which will change how applications are built and orchestrated.

a

a16z Cast

04/28/25

@ a16z

Staffing, software, and infrastructure are interconnected issues in the aviation industry; improving one can enhance the others.

NA

Nikesh Arora

12/08/23

@ The Logan Bartlett Show

In the tech industry, storytelling and marketing are often undervalued compared to product development, yet they are crucial for success.

SN

Satya Nadella

05/22/25

@ Matthew Berman

The application layer is collapsing into agents, which will require vertical SaaS companies to adapt to this new structure.