Episode 173 — The Exponent IPO
Exponent
00:00
What's the Most Valuable Layer?
There are a lot of plays in both the network and the store and compute layer. And there's an inverse relationship between, like the thickness of the layer and how valuable the companies that own that spot. So you think about ind if those things are laid on top of each other, like the visual is almost like one pyramid and then an inverted pyramid on top.
Transcript
Play full episode
