Why the best markets for app layer companies do compete directly with the models “The best markets for standalone AI apps, the ones with the highest growth rates, have also been closest to the sun. Code generation, code review and legal are all very close to the foundation models. Every six months you have the terror moment of, ‘Oh my God, they are going to do it.’ The upside is they are superb use cases for the technology, and as a result these companies are growing faster than we have ever…