Long Lake Co-founder: The Service Layer Owns the Most Valuable Part of the AI Stack
varunshenoy_ · x · 2026-08-26
Long Lake co-founder Varun Shenoy argues that while the compute and foundation model layers are crowded with uncertain winners, the service layer at the top of the stack is the most valuable. By owning the relationship with the end customer, the service layer captures the value created by improvements in chips and models below it.
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