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Open original source ↗I reaffirm these comments.
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Chamath just said the quiet part out loud, and explained why all the value from the trillions of capex will sit at the application and infrastructure layers The model layer, led by Anthropic and OpenAI, is now getting commoditized faster than ever before Open source has caught up, and there is no sustainable moat anymore. The real businesses are all being built below and above Worth giving this a listen
BoringBiz_ ↗