Timour Kosters
@timourkosters
Investor & builder working in blockchain and ml. Tweeting: @timourxyz
linktr.eeTimour Kosters
The last decade showed that questionable business models can subsist for a long time (and even flourish) when capital is abundant. Thirteen years after its founding, Uber is still figuring out how to be profitable: the company’s gross margins actually declined seven percentage points over the past three years, and the net profit margin is -3%.
Digital Native • Revisiting Lifetime Value and Customer Acquisition
Market Design Masterclass ft. Scott Kominers
open.spotify.comCrypto Tokens and
S3 E6 | DAO Decentralization Thesis & Artificial Intelligence w/nintynick
open.spotify.comIntroducing Full-Stack Alignment
meaningalignment.substack.com
But that path to figuring that out wasn’t easy. Here’s Ofstad’s advice for fellow horizontal product builders:
1. Double down on early traction (carefully).
2. Blend the functional and the aspirational.
3. Map out your adoption.
4. Think about pricing as positioning early on.
First Round Capital • Airtable's Path to Product-Market Fit
SHEIN’s explosion is nothing short of remarkable: SHEIN has grown over 100% every year for eight straight years (!), and its latest private market valuation makes it worth more than Zara and H&M combined.
Rex Woodbury • The TikTokization of Everything
The major consumer applications of AI will lean heavily into sophisticated recommendations that anticipate your wants and desires before you even know them—in the same way that the TikTok For You Page has shown people that they’re gay before they themselves have even arrived at that realization.
Rex Woodbury • The TikTokization of Everything
metalabels and
What role will humans have in this future? - Perhaps when conflict arises - There will be 80/20 for all types of work - 80% of governance decisions will be automated. These will be the non-controversial decisions - We will each likely have personal AIs that represent us in each of the communities that we are a part of - 20% of decisions will get... See more