Your Mom's Burner
197 posts




The AI App Layer is a valuation trap, and most AI apps will go to zero. Billionaire investor @GrahamCWeaver breaks down the four AI zones. Pick wrong and you’re cooked: 1. Infrastructure Layer (SAFE): Chips, data centers, energy - print money as long as the lights stay on. 2. Model Layer (RED): OpenAI, Google, Anthropic - you need billions and success is already priced in. 3. App Layer (DANGER ZONE): High churn, constant attack from LLM updates and customers building it themselves. 4. Use-Case Layer (GOLD): Buy boring operating businesses and use AI to crush the overhead. This has real cash flow + automation. Stop trying to out-code the giants in the cloud. Go where the algorithm can’t follow: proprietary data, deep customer relationships, and real-world results. The ultimate moat isn’t a better prompt; it’s owning the actual customer in the physical world. @thesamparr @ShaanVP



$RWAX @JeffJ_RWAX article has caught the attention of investors. Sure feels like we break out of the .0003 wall today. The players eventually won't care if they get shares at .0004 or .0007 pps is dirt cheap for this company that has shown in the past it can make a parabolic move

































