Web3's Mobile Moment

Why didn’t the web disrupt mobile?A computer that could go everywhere with you? This turned out to be a big deal. Mobile ate the world. It was a Great Oxidation Event.

In new technological paradigms, the solution that users interact with most frequently often have an outsized influence on the industry’s future development. Similar to how browsers were the battlegrounds for Web1 (Netscape, Internet Explorer, Google Chrome) and apps for Web2 (Facebook, Instagram, Netflix, Spotify), wallets will likely be the battle... See more

I think the big advantage that mobile had is the use case of carrying a phone with you was already present, and so the smartphone was just replacing a mobile phone, and it made the go-to-market much easier, whereas this feels like it’s something fundamentally new where we have to teach people new ways to work and operate and convince them why the o... See more