Ideas I want to write about

By 2028 NFTs will be analogous to the United States’ huge underground salt caverns that store crude oil reserves. Mountains of financial, health, education, social, gaming & behavioral data will be widely accessible. Some individuals (<10% of the United States population) will be running their own local models on a tapestry of on-chain &... See more

1. Privy makes it easy to embed wallets that users control but don’t need to think about, right in the app.


2. Base , Coinbase’s EVM-Compatible Layer-2 network, is a cheap, highly performant L2 with the trusted reputation and brand of Coinbase. (Since launching in August 2023, Base has already made upgrades that make the network cheaper and faster,

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By the end of 2028 we haven’t quite recaptured the all-time highs of crypto market capitalization, but the relevance of this all-encompassing statistic has diminished. There’s now comfortably $20+ trillion of crypto assets, but more importantly the technology has penetrated so many verticals – albeit to varying degrees – that we no longer speak in... See more

like substack, hypersub gives followers more control over their experience: users choose exactly which creators they want to support and therefore what content they want to consume.

unlike substack, the user-centric feed experience that hypersub offers can be implemented well beyond one app.

Techno-Industrials are addressing larger markets than most software companies can.

They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.

They are more capital efficient than most investors expect.

And they have to be more strategically sound than the average software company.

B... See more

Analogizing the current era in tech with the recent, software-dominated era is a mistake.

A much better analogy would be the Second Industrial Revolution in America, the Gilded Age when entrepreneurs built businesses using every new technological tool at their disposal to pull humanity to a new level of prosperity and became unbelievably rich in... See more

Late last year, I wrote that more great entrepreneurs would build products onchain as the trade-offs for doing so shrunk. Blackbird is the best example of that thesis that I’ve seen. It’s an app I’d use whether it was onchain or off, and a tool that restaurants use even if they’ve never heard of crypto, even if they don’t particularly like crypto,... See more

Toolmakers are closer to what I’d categorize as actual deep tech. They are solving deeply technical problems in order to give humanity fundamentally new capabilities. They’re often the ones pushing the exponential curves. A company developing a new type of semiconductor, new materials, or more efficient solar cells might fit into this category.

Tech... See more

Self-sovereignty is no longer a fringe concept but rather a core principle for the majority of the world, albeit less so in the United States. Smart contracts are rapidly becoming the standard rather than a novel design meant for the corners of the internet.