The Endgame for Rollup Frameworks
There has been a lot of talk about the modular chain and rollup narrative lately, but I’d argue that people have had an overly optimistic outlook about it. While I'm bullish on the modular space as a whole, I see it playing out differently and more conservatively than others building and analyzing it. Rollup frameworks have been attracting a lot of attention recently and it feels right to start by analyzing them, as they will serve as the foundational layer upon which this new rollup-cen...
The Endgame for Rollup Frameworks
There has been a lot of talk about the modular chain and rollup narrative lately, but I’d argue that people have had an overly optimistic outlook about it. While I'm bullish on the modular space as a whole, I see it playing out differently and more conservatively than others building and analyzing it. Rollup frameworks have been attracting a lot of attention recently and it feels right to start by analyzing them, as they will serve as the foundational layer upon which this new rollup-cen...
Web3 SaaS: Sales & Marketing Tech Stack
In my recent piece Software is Eating the Web3 World, I introduced my investment thesis on web3 SaaS:This will be the era of SaaS eating the web3 world. ➡️ Web2 SaaS's golden era has come to an end: the biggest opportunities have been tackled already ➡️ The same catalysts that Andreessen attributed to web2 SaaS's decade of growth exist in web3 today: accessibility, dev tools, scalability ➡️ Web3 SaaS offers a massive new white space opportunity: $1T web3 market cap, lack of sufficie...
Web3 SaaS: Sales & Marketing Tech Stack
In my recent piece Software is Eating the Web3 World, I introduced my investment thesis on web3 SaaS:This will be the era of SaaS eating the web3 world. ➡️ Web2 SaaS's golden era has come to an end: the biggest opportunities have been tackled already ➡️ The same catalysts that Andreessen attributed to web2 SaaS's decade of growth exist in web3 today: accessibility, dev tools, scalability ➡️ Web3 SaaS offers a massive new white space opportunity: $1T web3 market cap, lack of sufficie...
Software is Eating the Web3 World
Is anyone else over the doom and gloom on web3 and VC Twitter these days? Yes, we’ve entered a market downturn and another crypto winter, but the timing has never been better to invest in what will become the biggest web3 companies of the next decade. Looking back at the last decade, I’m confident in this. Just over a decade ago, Marc Andreessen famously wrote the piece “Why Software is Eating the World,” and we have watched his thesis accurately play out since then. SaaS took off in the 2010...
Software is Eating the Web3 World
Is anyone else over the doom and gloom on web3 and VC Twitter these days? Yes, we’ve entered a market downturn and another crypto winter, but the timing has never been better to invest in what will become the biggest web3 companies of the next decade. Looking back at the last decade, I’m confident in this. Just over a decade ago, Marc Andreessen famously wrote the piece “Why Software is Eating the World,” and we have watched his thesis accurately play out since then. SaaS took off in the 2010...
The Dark Side of Decentralization
As an investor diving deeper into web3, I’m of course bullish and excited about its massive potential. But in some ways, it feels like us early adopters are taking a blind eye and diving headfirst into web3 and decentralization, choosing only to see the positives without critically analyzing the negatives. This is scary and dangerous. I mean, I get it. We’re currently at an inflection point in society, culture, and technology. We’re exhausted for a million different reasons: political polariz...
The Dark Side of Decentralization
As an investor diving deeper into web3, I’m of course bullish and excited about its massive potential. But in some ways, it feels like us early adopters are taking a blind eye and diving headfirst into web3 and decentralization, choosing only to see the positives without critically analyzing the negatives. This is scary and dangerous. I mean, I get it. We’re currently at an inflection point in society, culture, and technology. We’re exhausted for a million different reasons: political polariz...
The Changing Power Dynamics Defining Our Culture
Most people think it’s pretty random that I transitioned careers from entertainment to VC. [Prior to VC, I worked at a talent agency and then on digital strategy for a TV network.] But if you dig below the surface, there are actually a lot of parallels between the industries of entertainment and tech, and specifically between the roles of talent agents and VCs -- who have been influential behind-the-scenes in the making of the biggest films, TV shows, albums, and companies of our lifetimes. I...
The Changing Power Dynamics Defining Our Culture
Most people think it’s pretty random that I transitioned careers from entertainment to VC. [Prior to VC, I worked at a talent agency and then on digital strategy for a TV network.] But if you dig below the surface, there are actually a lot of parallels between the industries of entertainment and tech, and specifically between the roles of talent agents and VCs -- who have been influential behind-the-scenes in the making of the biggest films, TV shows, albums, and companies of our lifetimes. I...
