sari

Many believe that general-purpose blockchains like Ethereum, Cardano, Avalanche, and Solana will come to power everything on the web, including financial apps, social apps, and even Amazon-like marketplaces. But there’s a show-stopping problem that’s being widely overlooked: on-chain storage.

Brands are increasingly offering financial products to their customers, leveraging their $0 marginal distribution cost to compete against financial services providers with multi-year CAC payback periods. At SciFi, we believe that lending is the biggest opportunity in embedded finance, and that several successful Embedded Lenders will emerge in the ... See more

We’ll have to answer two key questions. First, at what point does human agency give way to financial obligation? And second, at what point does a relationship become a transaction? There’s a fine line between investment and speculation, and between speculation and gambling. What happens when someone loses money on $ALEX or $SWIFT? Financializing li... See more

Both of these segments are underserved by tech products today, and both of these segments are compelling markets for startups.

In OnlyFans and the Evolution of the Influencer, I wrote that I’m skeptical of digital celebrities like those created by the company Brud. Computer-created influencers seem at odds with the trend toward more authentic, relatable influencers.

Weblogs were a strategic lever for Google. Funding them made sense at a time where they needed the web to have more content. When they didn’t need them—when they stopped being a profitable lever—they were discarded. And the ecosystem sunk fast.

Bootstrap funds are designed for less extreme outcomes. They tend to invest post-traction and operate in niche markets.