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> But can anybody name a wrapper company as/more valuable than foundation model companies Ask the same question about databases. Then consider these wrapper c
by figure8 2y ago
> But can anybody name a wrapper company as/more valuable than foundation model companies
Ask the same question about databases. Then consider these wrapper companies:
Salesforce, LinkedIn, AirBnB, Workday, ...
The only database company worth more then Salesforce is Oracle.
Other database companies are worth much less.