A16Z · 25 August 2026 · Investment Thesis

Intelligence is the Primitive. Applications are the Diffusion Layer.

A16Z

A16Z argues that AI commoditizes as a primitive layer, with competitive advantage shifting to applications that combine intelligence with domain expertise and user experience—the true diffusion layer for AI value.

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Topics: AI (Horizontal) · Enterprise Software

Published by A16Z · their site ↗

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