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Kyle Samani on Crypto’s Role in AI, Consumer Tech, & other Contrarian Views

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The Flipping of Infra to App Deals

Multicorn is doing one app deal in the last month, I think. We've looked at several more that we've passed on from pretty credible or thoughtful founders. So there are people out there doing stuff, but definitely it's I wish that ratio was flipped. That's kind of my biggest problem. Like, you never want to stop investing in infra. Obviously, infra always needs to improve. But the ratio kind of take for granted my six to one comment is roughly correct. And I think I think the market should be, you know, one six, not six to one.

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