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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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Solbal
@solbal
Focus on app layer, potential acquisitions from Anthropic and OpenAI. Frontier models could drive installs
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