If this is a new internet, are you working at Mosaic, or are you working at Cisco?

  • If this is a new internet, are you working at Mosaic, or are you working at Cisco?
    • Cisco is very important in that world!
    • But less strategic power than the things that directly face users.
    • LLM model providers will definitely be important... and also more likely to be subterranean.

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