The Founder's Dilemma: To Compete or Unbundle | Andreessen Horowitz

With hindsight, I feel the reason Svpply never grew into anything substantial is because we misread the opportunity. Smallness was the steam that drove our engine and we opened the gasket.

The familiar social network pattern is to aspire to convert the whole world into a member.

We think there’s room for a different approach. A social netwo

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How vertical networks can monetize

Given the strength of recommendation media platforms like TikTok and YouTube, and the way traditional social media platforms are chasing them, it seems likely Professional Media platforms (such as Netflix) may try to follow suit (in fact, Netflix’s co-CEO, Reed Hastings, may have even foreshadowed this when he famously stated that his biggest compe... See more