Jesse Zhang
speaker
452 appearances
1 recordings
1 series
first heard Jul 2026
last heard 31 Jul
Jesse Zhang’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And so that has to exist in the application layer.
I think that's where applications will still shine, because you still need the application there, and it's not so much the models.
And the labs themselves will have more application capabilities, but those will be fairly general.
You can maybe build general agents that can do this thing or that thing, but
for a lot of these like core verticals like ours, our thesis is that, you know, you're going to need something that's like very deep and has all the integrations, has all the ability to capture business logic, has the ability to run, you know, tests and experiments and then review the conversations and run QA and like, you know, have tooling for your compliance team to monitor like what's happening.
So that's our thesis on it.
And so it's kind of, it's not black and white.
Like there will be some use cases where it does make sense to use the frontier models, but there will be these like core verticals where going super deep makes sense.
Yeah, I think it's like a massive misconception because people are like, oh, Palantir is such a hot company and they're doing so well.
This is like a cool take on how to implement stuff.
But first of all, very few companies, if any, can do what Palantir does, which is like close massive deals off the bat.
And it's kind of worth it to spend all that effort.
So I think a lot of the...
people that are doing this super forward deployed strategy and like, hey, we'll do any AI use case for you, they will eventually have to reckon with like, okay, can we find a product that's scalable?
Otherwise, you are just building like a modern product
like Accenture or something, which, yeah, could be good if that's what you want to do.
But I think people kind of conflate the two.
It's like, hey, I'm building a hot, like, software company and, you know, we also have FTEs and, like, that's our big strategy.
So that's something that we've generally been very mindful about from the beginning is that we really view ourselves in our core.
It's a product-led company, right?
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