wonder if this can actually be a hedging instrument or just a sentiment index? (bc the oil analogy breaks at delivery. wti works because a barrel at cushing is a barrel at cushing. a H200 hour varies wildly by interconnect, cluster topology, software stack, etc. can there be a standardized deliverable?)
@EverettRandle is the next leg of the task economy marketplace supply scaling, or infra that captures tacit knowledge natively inside the enterprise (at the workflow level) without ever routing through a marketplace?
central banks are saying counterparty risk matters more than yield
do you think this is primarily about geopolitics (sanctions, reserve seizure, world becoming more fragmented w/ greater strategic rivalry so diversification becomes vital, etc.), or is it a longer-term signal about confidence in fiat balance sheets?
encoding institutional knowledge feels bigger than the falling cost of intelligence itself. are the winners actually the companies that become the op system for capturing proprietary workflows before everyone else's expertise gets commoditized?
like is the race really about owning organizational memory? (or where is ultimate value accrue in your mind)
Sahil and I found our first company in our UC Berkeley dorm. It didn’t work. We quickly learned that building “cool” products didn’t mean building a great business with a great impact. So we spent years working on the complete opposite of what we first teamed up to create.
inbox 0 is an unattainable goal for 99% of people
so we started a company reimagining email from the ground up
transforming it into an all-in-one platform that keeps you organized, so you don't have to be
it's called @microHQ 👇
One of the things I’m most excited about in 2022 is v2 of NFT utility. v1 allowed ownership over digitally scarce assets, plus some playability & breeding capabilities. v2 will provide a richer landscape for interactive experiences, conferring more extensive rights to holders.
early days of Web2: “these apps have users, but will they ever make money?”
early days of Web3: “these apps make money, but will they ever have users?”
Every company on Earth is becoming a media company.
So if you learn to:
• Film
• Code
• Write
• Speak
• Design
• Tell stories
You become an immediate 10x asset for any company on Earth.
Or, even better, you can become your own company.
In web2 we talk about “users” and “viewers” being “acquired”
In web3 we talk about “owners” and “members” who “join” and “participate.”
words matter & we’re seeing an ecosystem and language get built around purposeful action in a very cool way.
Focus on authenticity.
Your value is directly correlated to the respect of the people around you.
Community is the single most important metric to optimize for.