My hot take re "too much investment in infra": there's too much investment in *some kinds of infra* and not enough in others, and what's actually going on is, people want to invest in "the casino" but still feel good about themselves, so they invest in the subset of infra that gets spillover profits from the casino.

And not enough investment in OPEN SOURCE infra... we are still quite small and need to foster innovation, not close it off.

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For anything infra, if it's not open source it's not good for the ecosystem.