sari

In my lifetime, the changes in the world have been incredible. When I was a kid, we had a rotary phone... and you had to dial it. And you actually would hate people with zeroes in their numbers ;)

In crypto’s early days, the low-hanging fruits were up for grabs. Ethereum didn’t need to think about every specific use case - it just needed to work.Uniswap and Aave didn’t need to predict the growth of DeFi, stablecoins, interest-bearing tokens etc. to know that trading and borrowing were foundational use cases.Opensea didn’t need to predict P2E... See more

A computer is the most incredible tool we’ve ever seen. It can be a writing tool, a communications center, a supercalculator, a planner, a filer and an artistic instrument all in one, just by being given new instructions, or software, to work from. There are no other tools that have the power and versatility of a computer. We have no idea how far i... See more

While Marc Andreessen may still be right in his assessment that the complexion of a market is the biggest determinant of startup success, talent may be the least replicable element. It was comparatively easy to see Uber’s early success and emulate the product, harder to manufacture the manic win-at-all-costs mentality and technical savvy of Travis ... See more

I believe Consumer Subscription Software (“CSS”) will quickly rival enterprise SaaS as the most exciting growth opportunity in software.