We’re already seeing this unbundling of consumer platforms starting within communities that have a deep affinity and sense of identity, and are not well served by general purpose social networks – for example, gaming communities assembling in virtual worlds such as Minecraft and Roblox and using Discord to communicate, communities that coalesce... See more

Every few years a great unbundling occurs

In 2010, Andrew Parker wrote a defining post about the "unbundling" of Craigslist where he outlined the opportunity to carve out niche products from broad horizontal networks like Craigslist. The broad networks are everything to everyone, the niche ones are something special to a certain group. If you add... See more

Major social platforms today are noisy. People have found refuge in groups (iMessage, Fortnite worlds and group chats). If Facebook is Walmart, tools and communities like Discord (ie:gamers) or Public.com* (ie: casual stock traders) are boutique stores