Omfg yes and I’m tired of us burying the fact he was WRONG, like we’re just a bunch of mean schadenfreude-maxxers. “Leo blew up quickly because of leverage. But he failed because he is simply wrong. Aschenbrenner's software thesis rests on a single premise: that a company selling enterprise software is selling the work the software performs. If a model can perform that work, the company is worth nothing. That premise is what a very smart 25-year-old engineer believes. It is not what anyone who has ever run a business believes.”
DeFi Dad ⟠ defidad.ethShare
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