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AI application layer

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 6, 2025 by Jesse Zhang · across every show →

Everything said about AI application layer, oldest first

Oct 6, 2025 positive
Insight
Zhang: The layer directly solving the end-user problem captures the most margin
“That last step where you're actually solving someone's problem, that's where you generally can capture the most margin.”
Jesse Zhang Oct 6, 2025 ▶ 1:11:43 The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
May 20, 2026 bullish
Prediction Not checkable as stated
Baker: Lower frontier token returns will trigger an AI application explosion
“Now on the other hand, if the returns to these frontier tokens relative to other tokens come down, there's going to be an explosion in value creation at the application layer.”
Gavin Baker May 20, 2026 ▶ 55:17 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
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