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.
Ben and James discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork.
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