Mason Nystrom(@masonnystrom):Rebranding this The AI Modularization Thesis from USV "AWS built a $ 100B+ platform spanning compute, storage, and ML — and yet an entire ecosystem of multi-billion-dollar companies emerged by specializing at layers above it." If AI Modularization follows the path of cloud modularization then this thesis would certainly be well poised to generate large winners.

Mason Nystrom

@masonnystrom

Investing @PanteraCapital Writing: Unsyndicated Prev: @variantfund @ConsenSys

参加 March 2013

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Mason Nystrom@masonnystrom

2026.06.26 19:26

Rebranding this The AI Modularization Thesis from USV "AWS built a $ 100B+ platform spanning compute, storage, and ML — and yet an entire ecosystem of multi-billion-dollar companies emerged by specializing at layers above it." If AI Modularization follows the path of cloud modularization then this thesis would certainly be well poised to generate large winners.