Bilibili has all the classic benefits of a best-in-class internet platform: network effects, high and steady engagement, unpaid viral growth, and its users providing high quality content for others to consume.
Crypto will be a total clusterfuck for privacy, as the foundational tenets of the blockchain—distributed data across many machines with no central control, inalterable data, public data around pseudonymous (or anonymous) identity, permissionless reading and writing—are utterly antithetical to all contemporary privacy thinking. It’s hard to think of... See more
The fascinating thing about identity is that it’s kind of a stack of its own. When you sign up to a new app or service, you almost always use an existing identity. Until recently, that identity was typically your email address or phone number. Both email and phone numbers are great base layers for online identity because they are (sort of open)... See more
Gaming as a creative tool: Hardware: Creation using game consoles, Software: Creation using interactive mobile apps, Hardware/Software: Creation using mixed-reality tools
The success of YouTube and Netflix means that new content studios can build on top of existing platforms. And YouTube’s and Netflix’s brand issues mean that competitive consumer subscription platforms can emerge.