Timour Kosters
@timourkosters
Investor & builder working in blockchain and ml. Tweeting: @timourxyz
linktr.eeTimour Kosters
There are many sources of inspiration. New anthropological and archaeological research in books like The Dawn of Everything shows that the history of our species is full of diverse political and social structures and that humans 10,000 years ago were likely more engaged in the politics that ruled their lives compared to today’s average person. They... See more
Crypto’s use-cases, experiments, and narrative shifts
Common mistakes when using CAC and/or LTV: using revenue as a proxy for LTV, overestimating LTV when you don't have clear data, failing to take into account the time value of money, not segmenting users by paid vs. organic when doing the math.
Digital Native • Revisiting Lifetime Value and Customer Acquisition
Perhaps no use of AI is more visible to more people than TikTok’s For You Page. They have pioneered using AI to create incredible recommendations.
digitalnative.substack.com • The TikTokization of Everything
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
Brush up on the prior art: “We were intellectually excited about going down that path of this general space of software creation. So we spent a lot of time doing research. It was almost like being on a sabbatical, reading all this prior art of old computing pioneers, like Douglas Engelbart and Bill Atkinson , and even conte
... See moreFirst Round Capital • Airtable's Path to Product-Market Fit
Digital Object Applications
For the first time in human history, blockchains empower any digital object to enjoy the properties of verifiable scarcity, durability, divisibility, and globally networked markets.
As a result, these internet-optimized objects now have the same or greater potential to become globally networked as a (1) product/service; o... See more
For the first time in human history, blockchains empower any digital object to enjoy the properties of verifiable scarcity, durability, divisibility, and globally networked markets.
As a result, these internet-optimized objects now have the same or greater potential to become globally networked as a (1) product/service; o... See more
Derek • Storing Value in Digital Objects
Ursula Le Guin: "They talked, and new worlds were born of their talking. It is of the nature of idea to be communicated: written, spoken, done. The idea is like grass. It craves light, likes crowds, thrives on crossbreeding, grows better for being stepped on."
When does it make sense for a tradco to decentralize? - It’s very hard. Need a v good reason. - Why would you want to: - Decentralize governance - Decentralize ownership and upside - Can potentially make product or protocol better because you’re getting direct feedback