Martin Casado, David Ulevitch, and Ben Horowitz on a16z Infra #1
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The way to think about softwer companies and t union economics came from the days of like, shippable soffware. But more and more, in particular, frin for structure, like we've mentioned, like the companies are monotized as as services. And if you've got multiple points of margin, like, the impact to the market cap of the company is significant.
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