Some quick points from what we're curious about this week:
Farcaster choosing 10k pro subs, instead than experiment with Ad revenue is a testament that brands are being heavily ignored
Labs vs. token revenue: Two ways to look at it. Either, it's a direct investment (cost) of R&D in the PnL. Or, a direct syphon of funds. It depends on the project.
Vibedesigning and coding is here. Experiment with Builder, Framer, Figma AI, Lovable, Bolt, Cursor, Copilot. Founders without a working prototype, even at preseed, are becoming an easy pass
Onchain music is one of the hardest categories to back
As always happy to discuss via DMs. If you enjoyed it, share it.
Social Graph Ventures
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