Timour Kosters

@timourkosters

Investor & builder working in blockchain and ml. Tweeting: @timourxyz

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Key Ideas

The core question explored in this post: do highly decentralized DAOs work, or should their governance start to more closely resemble trad corporations?

Vitalik's main point: there are certain use cases where decentralization is very important. There may be a relatively small number of these orgs, but they will be the very important ones.... See more

Vitalik Buterin • DAOs are not corporations: where decentralization in autonomous organizations matters

Market Design Masterclass ft. Scott Kominers

open.spotify.com

Crypto Tokens and

Dao efficiency parity forecast. The flipenning of DAOs creating more value than tradcos - Tradcos learn linearly - DAOs have strong network effects, both internally but also learning from each other. This creates an exponential learning rate.- We're still early in DAOs. Figuring stuff out - Bitcoin is a dao - We’ve learned about Governance tokens -... See more

Rehash: A Web Podcast • S3 E6 | DAO Decentralization Thesis & Artificial Intelligence w/nintynick

One major reason for this is the quality of SHEIN's recommendations. Just as Bytedance anticipates the content you’ll want to watch, SHEIN anticipates the clothes you’ll want to buy. SHEIN is to commerce what Bytedance is to content.

Rex Woodbury • The TikTokization of Everything

As I wrote in Good Ideas , “The adjacent possible is a kind of shadow future, hovering on the edges of the present state of things, a map of all the ways in which the present can reinvent itself.” Each moment in our history unlocks new doors of adjacent possibilities. The trick is to figure out what they are exactly, and whether they’re leading us... See more

About - Adjacent Possible

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

First Round Capital • Airtable's Path to Product-Market Fit

Here are some of the details from the initiative that stand out to me:

Emphasis on walking, biking, & high quality transit: Compact development is at the core of this proposal. It leads to walkability and enables efficient, high-quality transit services. This not only reduces carbon emissions but also fosters a sense of community and accessibility.... See more

Devon Zuegel • Part 3: The first walkable city in America in a century

Here are some of the details from the initiative that stand out to me:

Emphasis on walking, biking, & high quality transit: Compact development is at the core of this proposal. It leads to walkability and enables efficient, high-quality transit services. This not only reduces carbon emissions but also fosters a sense of community and accessibility. Imagine being able to walk or bike to most of your destinations, with public transport as a convenient option for longer trips. The city plans to embrace townhomes and small apartment buildings that create gentle density, moving away from the sprawling single-family homes that dominate much of American suburbia. This approach allows for more people to live in a smaller area, preserving natural spaces and reducing the need for long commutes.

Google, Facebook, and Amazon are monopolizing digital ad spend, and even newsfeeds and search results are finite. Limited supply + growing demand = rising prices

Digital Native • Revisiting Lifetime Value and Customer Acquisition

Behind these conversations is a fundamental change of the digital age that applies to essentially every creative field: in the past, consumers bought and collected physical editions of creative work, creating a direct value exchange between fans, artists, and producers. Today almost all creative work is digitized and essentially rented — lowering