digg/ai
1h ago

Infrastructure Firms Upstream of OpenAI and Anthropic to Outperform App Layer

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Original post
OPBrendan (can/do)#1990Brendan (can/do)@BRENDANFOODY

The next 12 months will be dramatically better for infrastructure companies upstream of Anthropic and OpenAI than for application-layer companies downstream of them.

10:02 AM · May 17, 2026 View on X
REPLYPrakash#1332Prakash@8TEAPI

@BrendanFoody true

Brendan (can/do)Brendan (can/do)@BrendanFoody

The next 12 months will be dramatically better for infrastructure companies upstream of Anthropic and OpenAI than for application-layer companies downstream of them.

5:02 PM · May 17, 2026 · 13.7K Views
5:36 PM · May 17, 2026 · 856 Views
ORIGINAL POSTBrendan (can/do)#1990Brendan (can/do)@BRENDANFOODY

The next 12 months will be dramatically better for infrastructure companies upstream of Anthropic and OpenAI than for application-layer companies downstream of them.

5:02 PM · May 17, 2026 · 13.7K Views
Infrastructure Firms Upstream of OpenAI and Anthropic to Outperform App Layer · Digg