Prediction certainty 3/5 debate potential 3/5

Zhang: Foundation model labs will target consumer applications before enterprise software

Jesse Zhang · No Priors Ep. 132 | With Decagon CEO and Co-Founder Jesse Zhang · Sep 18, 2025 · at 18:37

Decagon CEO Jesse Zhang discusses the sequence in which foundation model labs will attempt vertical software integration.

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“I think it makes a lot of sense for them to push into application layer, and I think they will. In terms of what applications, I mean, generally they'll probably start with applications where it's more consumer prosumer-y because there's, it's just more self-contained. It's like easier to build the software on top. Long-term they may move into the more enterprise-y things.”

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