Timour Kosters
@timourkosters
Investor & builder working in blockchain and ml. Tweeting: @timourxyz
linktr.eeTimour Kosters
By combining multiple works, kinds of work, and the creators’s contexts in one bundle, onchain records provide creators a format that reflects the multi-medium, multi-message, worldbuilding reality of releasing creative work today, while also creating a canonical record of that work’s existence.
Yancey Strickler • The old shit doesn't work anymore
To run a profitable and scalable business, you want LTV > CAC. Currently, w e have rising CACs and less scalable, measurable acquisition-and it's all happening in a recessionary market environment.
Digital Native • Revisiting Lifetime Value and Customer Acquisition
Companies with poor unit economics found themselves propelled by aggressive venture dollars (which themselves were propelled by a low-interest-rate environment). Those companies then turned those dollars into aggressive customer acquisition. Until recently, the market rewarded growth at all costs.
Digital Native • Revisiting Lifetime Value and Customer Acquisition
DAOs will likely become large networks with shared incentives and coordination tools, made up of smaller units (which can still be quite bit) that act in a more directed and centralized way.
Rehash: A Web Podcast • S3 E6 | DAO Decentralization Thesis & Artificial Intelligence w/nintynick
- What was the aha moment for Scott with crypto?
- Scott was aware of crypto early, but very skeptical. Saw that everyone was trying to decentralize just for the sake of it. But decentralization has costs. Centralized entities are often more effective in coordinating interaction.
- His opinion started to change with examples of use-cases where tech was
Sari Azout • Market Design Masterclass ft. Scott Kominers
Are DAOs bad at building products? - Product teams need continuity and shared context - We need more tools that can coordinate things like product work.
Rehash: A Web Podcast • S3 E6 | DAO Decentralization Thesis & Artificial Intelligence w/nintynick
Don’t follow the fad: “We were a bit contrarian. At the time, it was all about the Lean Startup, getting early customer validation and failing fast. This book making the rounds called ‘ The Four Steps to the Epiphany ’ espoused this lean company development model, where you put out a super rough prototype to get to know the customer and quickly
... See moreFirst Round Capital • Airtable's Path to Product-Market Fit
S3 E6 | DAO Decentralization Thesis & Artificial Intelligence w/nintynick
open.spotify.comQuotes:
“I’m talking to you,” he began, “because the old shit doesn’t work anymore.”
The established patterns for releasing music, going on tour, and putting work into culture, he explained, were no longer relevant. The infrastructure, the audiences, and the money just weren’t there.
“I don’t know where things are going,” he continued, “But I know the
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