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An enormous percentage of the successes in the last couple decades of B2B software have come from unbundling Excel, and we suspect that many of the next couple decades’ biggest winners will be Inspired by Excel.

In the long run, the market will need to contend with the transaction and environmental costs currently associated with using crypto technology. We will also need to establish more explicit legal frameworks around NFT ownership, and clarify how NFTs relate to existing forms of ownership rights — especially around intellectual property. At the same... See more

And it’s not just Facebook. So much of the digital experiences we spend time on have this passivity ingrained. Instagram, Netflix, YouTube. The result? We know from Facebook’s own research that passive experiences leave people feeling worse. It’s when people interact with each other — when they actively participate in the digital forum — that they... See more

This new tech stack has also empowered creators with new ways to monetize. Salaries are being replaced by advertising, merchandise, subscription fees etc.

14. Tokens (fungible)

It struck me that there is a third way between opening everything up to everyone and simply keeping traditional staid institutions & models — finding a way to have an inclusive system that allows for intimacy & curation (read: “exclusivity”) within it. Sofar Sounds as a system is incredibly inclusive. An individual Sofar Sounds event is incredibly... See more

OnlyFans elegantly captures all three of these trends. On OnlyFans, anyone can create a paywalled account and set a subscription price—$5/month, $20/month, etc. OnlyFans is known today for pornographic content, but I’m confident it will move beyond porn.