Cliff Sosin on why you want to own the complements to cheap intelligence, like Meta does: "I've found it helpful to assume everyone has really great intelligence and ask what's left. If intelligence becomes cheap and ubiquitous, what you want to own are the complements to intelligence. The complements are data, attention, love, physical proximity, scale, regulatory capture. Let's talk about Meta. They have $250 billion of revenue, and they spend $250 billion a year. The question you might…