4 sources healthy · latest episode 9 Nov 2026
descriptive claim

The AI application layer has generated very little value so far.

Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026

In their words

The transcript segments this claim was taken from

“But then you have, you know, the app layer.”
“Well, so far, the app layer has generated very little value.”
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