Timour Kosters

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

To bring about grand futures, we humans have to figure out how to reconcile our current needs with our lofty ambitions. Tight-knit support communities - what we call tribes in this post - seem to be a good way to preserve our well-being and values while achieving more impact. Yet, building effective tribes seems like a relatively neglected puzzle i... See more

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.

Quotes:

“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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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.

Progressive decentralization is not enough - continuous decentralization is important. Because even in true DAOs, there will always be forces that tend towards centralization

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.

Andy Bromberg: The wisdom of crowds is giving way to the “wisdom of communities.” In a world of ever-greater complexity, no one person can possibly make sense of all the signals and all the noise — from a single, static vantage point. A networked group is required to adapt to this new world... People are no longer being polled in isolation but rath... See more