20VC: Why SaaS is Dead | Why AI First Companies Will Win | We are in the Middle of a Cold War for AI Talent | Why Europe is F******* and We Need to Stop Whining with Daniel Khachab, Co-Founder @ Choco

1033.152 - 1051.423 Daniel Khachab

100% utility and functionality, just because we are at that level of maturity or non-maturity, it's just about like build value first and later on we think about cost. So we didn't invest anything in cost, but our cost still went down despite volume going up. So to that point, should foundational layer companies go on the application layer? Maybe, because the rest might be commodities.