- Widely shared report by A16Z
- "Where we are on the journey towards a decentralized, community-owned-and-operated alternative to the centralized tech platforms of web2" - would love to know how a16z sees themselves fitting in if that's the way they see the internet going.
- "Markets are seasonal; crypto is no exception"
- Web3 Fairer to creators than Web2 - technically true but the explanation and examples do not - in my view - prove the point "Opensea pays out $4b, Meta pays out $1b" - these are totally different kinds of product, and creator. One is selling investments (most of which go to zero), the other is selling entertainment. True that Meta should be compensating more, not true that Web3 - in the long term - will be structurally fairer for the same product.
- Interesting that Solana has 1/4 the monthly active devs of Ethereum.
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