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I am not going to disagree with any of this, really appreciate this angle. I'll add that from Stratechery type concepts, Warren Buffet wisdom and the like, companies need a moat and in these platform providers its all about the walled garden. If the metaverse were to be the next big thing for sure, you'd want to be the one to capture it. I wonder if FB consulted with the Big 4 or BCG ilk to have the greenlight to go down this road, I'd find it humorous.


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