sari

you can have a great blog post that no one reads (or vice-versa) In most of our traditional media ecosystem, the product is terrible, but it has great distribution

While the first wave may be third-party seller rollups, the next wave could be software companies that power them. And more ancillary markets will come out of all this.

“We’re so hung up on the challenges of running the massive education system and failing to pinpoint the problem.”

I think this is why certain NFT projects, even new ones, do well while others flop. Pudgy Penguins, Art Blocks, and Bored Ape Yacht Club have all captured the attention and imagination of communities of people, who in turn tell the projects’ stories, which forms a narrative around the projects that give them staying power. They built worlds in... See more

I’m bullish on Email as a channel for the future. Not in the way that is has been approached in the past, as a dumpster for offers and notifications, but as a content and communication channel.

We all think we make these choices ourselves. But it turns out that our choices are more constrained than we think. The unseen hand in them all is the networks that surround us & the powerful math they exert on us.

Just as the internet and web browser unlocked the previous shift, the new ease of embedding payments, lending, and other financial products will allow industry-specific software platforms (Vertical SaaS) to destroy multi-market/horizontal solutions like Salesforce. Ever smaller niches will be able to sustain venture-scale software companies because... See more