Content
@
0 reply
0 recast
0 reaction
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.
8 replies
1 recast
37 reactions
Zach
@zachterrell
iirc openai has a significant investment in Cursor
2 replies
0 recast
8 reactions
Leo
@lsn
yeah they invested through their fund
0 reply
0 recast
0 reaction
