Unbundling the unbundlers - The end of winner-takes-all

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 u... See more

Will all marketplaces become decentralized, issue tokens, and enable users to participate in governance? Maximally extractive folks will be disrupted first. Airbnb looks the same in 10 years because they provide as much value as they extract. But people hate Upwork so there is a strong incentive to disintermediate. Knowledge work marketplaces are s... See more

The difference between Web2 and Web3 businesses, is that Web3 businesses are open-sourced. Simply imagine Uber operating openly – anyone who wants to, is able to see all the transactions in its network. There’s no proprietary secret hidden to defend itself from competitors (or even hackers). It’s all up to the community & its

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