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Dan Romero
@dwr.eth
Attention is upstream of infrastructure. Own the app layer. Would not be surprised to see app layer acquisitions from Anthropic (Browser Company since Mike K is on the board and CPO at Anthropic) and OpenAI. Cursor <> OpenAI? Or maybe access to frontier models is sufficient to drive installs of homegrown products.
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Zach
@zachterrell
iirc openai has a significant investment in Cursor
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vrypan |--o--|
@vrypan.eth
This is why ChatGPT.com, the domain, is extremely valuable. OpenAI has managed to own users directly, not get access to them through some third party app.
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casslin.eth
@casslineth
We need cursor x claude…
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Zach Davidson
@zd
Good call on BrowserCo acquisition by Anthropic Didn't put that together, but makes perfect sense given Mike's affiliation + recent news from Josh
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Gabriel Ayuso
@gabrielayuso.eth
Always has been. Big Tech didn't get big on infra alone. Most of their infra was created to support their products. Not the other way around. Success in product is hard, that's why most are just building and investing in infra.
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Giuliano Giacaglia
@giu
Owning the app layer is extremely important
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wizard not parzival
@shoni.eth
i can’t believe people actually use copilot tbh
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Nick T
@nt
Attention is more broadly upstream of anything used by humans
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