2026-01-15 19:37:42

The AI software track shows obvious market perception divergence. Currently, there is a consensus on the theme of AI in the market, but the companies that truly attract capital attention and see valuation increases are mainly those at the infrastructure and tools level — they have clear profit growth data to showcase.

In contrast, the situation at the AI application layer is completely different. Who can become the winner? This question is still very uncertain. Additionally, traditional industries that use AI for cost reduction also have long-term value that is difficult to predict. The market's pricing logic for these two areas is still in the exploration stage.

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NFTragedy

· 01-18 07:38

Infrastructure eats the meat, application layer drinks the soup. This logic still seems pretty clear now, but no one dares to bet on which application layer can break through.

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ReverseFOMOguy

· 01-17 23:56

Infrastructure eats the meat, while the application layer drinks the soup—that's the current situation. Let's wait and see who can break out from the application layer.

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SolidityJester

· 01-17 13:30

The infrastructure folks are indeed making a killing, while the application layer remains a fog.

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GameFiCritic

· 01-16 05:54

Infrastructure can produce data, while the application layer is all stories. Isn't this difference just clear ROI versus unrealistic expectations?

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BridgeNomad

· 01-15 20:07

infrastructure plays always win the valuation game... seen this movie before with every bull run tbh. application layer's just vibes and prayers rn, nobody's got real numbers to show 💀

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just_vibin_onchain

· 01-15 20:07

Infrastructure eats the meat, while the application layer drinks the soup. That's the current situation. Wait, what about those traditional companies using AI to reduce costs? It feels like a black box; no one can explain it clearly.

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SchrodingerPrivateKey

· 01-15 20:03

Infrastructure eats the meat, the application layer drinks the soup, it's an old story.

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AlwaysQuestioning

· 01-15 19:49

It still depends on the infrastructure; the application layer stuff is currently just a pie-in-the-sky phase.

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PonziDetector

· 01-15 19:43

Infrastructure gets the meat, application layer drinks the soup; this pattern is also seen in crypto.