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

I think success will be creating a vibrant community, particularly of creators, because I do think this sort of public space is really, even more than most other types of social networks, a place where a small number of people produce most of the content that most everyone consumes. So I think it’s really about creators more than it is about averag... See more

Building a business model on data lock-in seems not only bad, but pointless now? Content is superabundant, so what are you locking in, exactly? There’s always more where that came from.

Are social graphs even a moat? Perhaps more than data, but TikTok proves you don’t need a dense social graph to serve up interesting content. What if you can bootstr

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