Eggward: “Unlike internet's old network effect winner, the ai war's - research/benchmark…”

Eggward @luckydog · 2026-10-03

Unlike internet's old network effect winner, the ai war's

- research/benchmark winner - adoption/usage winner - ROIC/revenue winner

they are likely not the the same

Belief return

−12.00% since launch

At launch

• MRVL 100%