early infrastructure offerings
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 26, 2026 by Jay Kreps · across every show →
Everything said about early infrastructure offerings, oldest first
Mar 26, 2026 negative
Kreps: Extreme vendor lock-in lets infrastructure vendors over-extract value
“I think it is the case that some of these early infrastructure offerings, you know, that it goes too far where the lock-in is so tight that the vendor can actually, you know, extract in some sense more than the value they create because moving off of it is suc…”