The Application Layer and Opportunities for Companies like Adobe, ServiceNow, and Salesforce

In this chapter, they discuss the application layer above the LLMs and highlight companies like Adobe, ServiceNow, and Salesforce that are aggressively pursuing this opportunity. They mention that Adobe's value proposition in the creative media space is clear and they have their own clean corpus of data. ServiceNow's revenue equation may be impacted by seat growth, but it will significantly increase average revenue per user and enhance productivity for developers. Salesforce has a big opportunity to run the business more efficiently and extract more value from their data. They emphasize the importance of artificial intelligence and generative elements in applications, stating that buyers will assume products are broken without them.