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Turner Novak (quoting @alfromnexhealth on The Peel, 2026-08-06) says the next…

2026-08-06 · 20:06 UTC ·@TurnerNovak ·1 min read

Brief

Turner Novak (quoting @alfromnexhealth on The Peel, 2026-08-06) argues the most important forthcoming AI value is an 'action layer' that connects LLMs to physical-world systems. He outlines a three-wave arc—Nvidia-like chip makers, LLM builders like OpenAI/Anthropic, then action-layer infrastructure—and illustrates it with healthcare chatbots that need real-time schedule/room access and calendar write-back to complete bookings.

Why it matters

Turner Novak (quoting @alfromnexhealth on The Peel, 2026-08-06) says the next major AI value wave is the 'action layer' — infrastructure that lets LLMs take real-world actions; he argues this third wave hasn’t truly arrived but the ecosystem is starting to recognize it.

Key details

  • He frames AI value as three waves: first chip makers like Nvidia, second LLM R&D firms such as OpenAI and Anthropic, and third the companies/infrastructure that connect LLMs to physical systems and workflows.
  • Concrete example: a healthcare chatbot using the OpenAI API must access real-time practice data — 'what day is the doctor in the office? what room is available?' — and write bookings back to calendars to ensure appointments actually exist.
Source evidence

"The third wave of AI value, which hasn’t truly come yet but more of the ecosystem is realizing, is the action layer that sits between LLMs and enables them to take action in the real world."

The Peel (@ThePeelPod)

I asked @alfromnexhealth why most future value in AI will accrue to the action layer:

"First, it was the chip makers, like Nvidia.

Second, it’s OpenAI and Anthropic. The companies that do the R&D. The research to build the actual LLMs.

The third wave, which hasn’t truly come yet, but more and more of the ecosystem is realizing it, is the companies and the infrastructure that takes the LLMs and enables them to actually action stuff in the real world.

This is the layer that sits between the physical world and the software world. Where these LLMs can then actually go into the physical world and action that data.

A very basic example: if you’re a healthcare practice today, you can use the OpenAI API to build a chatbot product on your website.

A patient can chat with it about their condition. And it’ll recommend the right provider, and a time slot in the office to book an appointment.

That chatbot or LLM needs to connect to the physical world. "What day is the doctor in the office? What room in the office is available?". All in real time. Because the patient is talking to that chatbot in real time.

To then surface, “Hey, here’s what’s available,” and take your information and write it back as well. Otherwise the patient will show up and it won’t be on their calendar.

So if you just track the hype cycle: it's chip makers, the companies that build the LLMs, and then the action layer that sits between the LLMs and the physical world."

Video

— https://nitter.net/ThePeelPod/status/2085456799092634051#m