Tweet by thdxr

April 6, 2026

i've mentioned this a bunch of times but i see this all as companies having learned from the past whenever there's a major technical shift like this the first wave of companies end up being projected to be huge winners of course the bottom of the stack is the most valuable, the whole world will build on top and pay them! but it usually turns into some race to zero commodification fight with a bunch of other competitors and the layer built on top becomes more valuable because they have the end relationship with the actual customer so this time around i think the companies are seeing if they can do both layers

Author
thdxr
Date
April 6, 2026
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