sari

Sociable Networks - When I enter a room on Clubhouse, laugh at TikTok video, reply to someone on Twitter, or watch someone share some knowledge on YouTube, I find a different part of my brain is lighting up. It is a sociable interaction where I am connecting with someone outside my circles. I think of the products that are produced by these compani... See more

1/ Have been thinking about the evolution of VC investing in crypto, if we believe it to be as big or bigger than the internet shift of the late 90s and mobile of the 00s. Today, there are no more “internet” or “mobile” tech investors. To not be is to be irrelevant.

Big social—my moniker for the collective of Facebook, Instagram, Twitter, TikTok, and YouTube—is emblematic of what I call habitual social. Habitual social apps depend on having a large daily user base, usually measured as daily active users, or DAUs. The more time each user spends, the happier the platform.

So the real argument for crypto, and more broadly decentralization, is not that centralized systems are broken. Or that the current business models of the internet are not working. Because, in fact, they are for most consumers and many tens of thousands of creators. It’s that they are so functional that only a radical redistribution of control and ... See more

The next generation will have a nomadic decade of life and work, and will love it.

(1) scale: an audience in the thousands or more