@axg
“we’ll see a lot more infra companies either completely pivot into more retail-facing applications, or you’ll see more start to dogfood and build stuff on top of their current [infra] ... if you’re kind of just waiting around for others to come, and you’re relying on third parties that have their own priorities … it puts you in a weird place”
this means business, consumer-first serious business https://x.com/i/status/2051696304456184293