1h 19ma16z, Anish Acharya: Is SaaS Dead in a World of AI? | Who Wins the Dev Market: Cursor or Claude Code20VC with Harry Stebbings38 viewsThe application layer creates more value than foundation models because models are becoming substitutes or specialists, creating a need for an 'aggregation layer' (apps) to orchestrate multiple models (e.g., Cursor for ctakeaway