Apps vs Models: Who Wins AI?
The AI Daily Brief: Artificial Intelligence News and Analysis
Intro
Nathaniel opens the episode, previews topics, and lists sponsors and ways to get the ad-free show.
Today’s episode examines the core debate shaping the AI industry: whether application-layer companies can survive the pace and instability of the model layer. The discussion covers the arguments that apps can’t outrun rapid model shifts, the counter-case for deep vertical products, and what Cursor’s momentum reveals about where durable value might emerge. The episode also includes a fast headlines sweep on agentic cyber-espionage, major infrastructure investments, breakthrough agents, and the latest updates to GPT-5.1.
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