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Research & KnowledgeEvent: September 1, 2026

Leonis Capital published a short series on AI-native applications and value accrual.

Published

Signal category

Research & Knowledge

Quote

One thesis: Models may commoditize faster than applications.

Jay Zhao|Leonis Capital team

Company

Leonis Capital

Research-driven, conviction-led.

Industry
Venture Capital and Private Equity Principals
Company size
8 employees

​Leonis Capital is a research-driven VC fund based in Silicon Valley. We back extraordinary technical founders building technical products.

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