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.
- Unless the UX of actually using the models, e.g. high-quality integration with a desktop OS, is actually important as Ben Thompson and John Gruber think is the case.