That’s what happened in the physical world. But in the digital world, there’s still no equivalent of Google Maps to understand all the different online communities and spaces that many of us interact with. You can try to Google them, but Google isn’t very helpful. We are still in this sort of uncharted, “natives only,” IYKYK stage of cartography in... See more
Over the past year, On Deck has done something insanely hard: scaled community and education, online, profitably, while growing revenue 10x and building out a platform on top of which it can launch new products and integrate acquired ones such that each is a desirable standalone offering that connects to and strengthens at least one other part of t... See more
Defensibility of the exchange: Unlike Coinbase, which has a regulatory moat, there's not nearly as much defensibility when it comes to NFT-exchange. It’s likely more competitors will enter and we’ll need to figure out how to build a sustainable long-term moat.
What truly makes a category is v2: products that are only possible because of the unique properties of digital. That, for example, is why TikTok is such a threat to Facebook’s hold on attention
Any product that has a social component baked in has fundamental and asymmetric advantages over competing non-social products in that category: better growth loops, better engagement, better retention, better defensibility.
APIs for differential privacy: While the transition is far from complete, privacy is slowly moving from a “save your ass against GDPR/CCPA ” to a feature set that consumers and enterprise users demand from applications. While some companies like Transcend and BigID help enterprises navigate existing PII and non-PII data, why collect it in the first... See more
Now you look 10, 15 years later, and the content moderation debates aren’t about should you have nipples or not in videos and nudity or things like that — it’s about truthiness. It’s about what happens when everybody is allowed to upload content that essentially shows their version of reality versus a consensus version of reality.