AZ
@contrarycap5
Investing @dragonflyvc
There are no solutions, there are only trade-offs
参加 April 2023
1.4K フォロー中 2.7K ファン
Very few were earlier to this thesis than @VannaCharmer
AI may be repeating crypto’s biggest 2021 valuation mistake.
@fejau_inc argues frontier models look a lot like the old fat-L1 thesis: huge valuations built on the assumption that infrastructure captures most of the value, even as competition commoditizes the underlying layer.
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