Jonathan Golden Contributor Jonathan Golden is a partner at NEA and a former director of product at Airbnb. More posts by this contributor Generative AI is a paradigm shift in technology, and it will spur a massive shift in enterprise spend over the next decade and beyond. Transformations of this magnitude can feel rapid on the surface, especially when they make a huge splash like generative AI has in recent months, but it’s a steep and steady climb to permeate the layers of the enterprise technology stack. The infrastructure layer captures the initial spend as companies assemble the building blocks for power and performance — the capital pouring into Nvidia and GPU aggregators today indicate this is well underway. As adoption (and dollars) move up the stac… Click below to read the full story from TechCrunch
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System of intelligence — generative AI at the app layer
