Brendan Foody
speaker
1,144 appearances
2 recordings
2 series
first heard Jun 2026
last heard 1 Jun
Brendan Foody’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
The reason I believe that is that the application layer companies businesses are not far removed from
the foundation model companies' businesses.
It is not a far leap for Claude Cowork to add capabilities across medical and legal.
Obviously, they did it with software engineering and can do that across finance.
And so I feel like building defensibility in the software layer on top of the models is going to be incredibly difficult.
Whereas on the other side of things, in the infrastructure side, it feels like there are meaningful moats that are getting built.
Like we're compounding enormous network effects in the business and a pretty significant data moat as we build out the inventory for our customers.
Compute companies obviously are able to build moats through these very long R&D cycles.
And so I think that there are going to be
high margins that get achieved at the infrastructure layer and sort of sustainable, profitable businesses in a way that it's less immediately clear at the application layer.
It's probably the same for us, honestly.
We have the demand to double overnight.
We just don't have the capacity.
And so it's mainly a question of how effectively can we scale to mobilize people to build out these environments much more quickly.
Do you do pricing elasticity tests?
Because if you can double price and double the business,
we maybe can't double prices.
We could double capacity.
We could probably increase prices by 30% without much of an impact.
But the other thing you need to consider is that pricing is not merely a question of optimizing for the next six months.
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