application layer

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

Everything said about application layer, oldest first

Oct 6, 2025 neutral
Opinion
Zhang: Application-layer AI talent competition is less extreme than at Meta or OpenAI
“Unfortunately in the application layer, it is not as crazy as, you know, the metas and the opening eyes who are just like, there's only so many top level researchers.”
Jesse Zhang Oct 6, 2025 ▶ 59:59 The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
Jun 9, 2026 neutral
Insight
Sacerdote: Application layer typically emerges three to four years after platform infrastructure
“We think the application layer, well, A, it always comes later. So, you know, the first three or four years of the iPhone, and then the applications really took time. So maybe it's just starting.”
Alex Sacerdote Jun 9, 2026 ▶ 1:03:27 Why the AI Boom Is Just Getting Started · Invest Like The Best
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