X @BREAD | ∑:
BREAD | ∑:·2025-09-29 14:49
Fat App Thesis has already played out—the market just hasn't priced it yet.Apps are underpriced. Infra is overpriced.It's literally the picture. https://t.co/BDKic9dxet ...
Fat App Thesis has already played out—the market just hasn't priced it yet.Apps are underpriced. Infra is overpriced.It's literally the picture. https://t.co/BDKic9dxet ...