a16z的这篇分析直接回应了“应用层已死”的悲观论调，做AI应用开发或投资的团队值得一读，看完会对行业格局有更清晰判断。
a16z合伙人Joe Schmidt IV发文指出，OpenAI和Anthropic投入数十亿美元建立联合企业，表明它们无法用通用AI同事解决所有问题。他认为，AI基础设施层本身正在告诉我们，应用层是一个独立且巨大的机会，基础设施公司无法完全捕获。这与云超级周期中半导体引领、软件跟随的模式不同，在AI领域，基础设施层正在主动提示应用层的价值。文章反驳了“应用层已死”的观点，强调应用层机会巨大。
源：https://t.co/pyYobMFnIN
源： x.com/a16z/status/20… a16z @a16z 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: a16z.news/p/avoiding-dea… 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 344 ⚡