web3

decentralized future for the internet

Nov 4, 2021

How Valuation Works

A guide to the “right way” (discounted cash flow analysis), and why “everything is dumb right now.”

Nov 18, 2021

Notes on ConstitutionDAO

A few quick observations

Nov 30, 2021

Li Jin on the journey behind Variant’s new $110M fund to back the ownership economy

Variant and Atelier Ventures join forces as the passion economy and the ownership economy converge

Oct 8, 2021

I Was Wrong About Olympus

But I will find my way, if I can be strong

Dec 9, 2021

How Resilient is the Internet?

Recent outages test the limits of a centralized internet

Dec 16, 2021

The primary trends I’m investing in next year

Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming

Dec 14, 2021

Braintrust’s Founders on How to Run a Decentralised Marketplace

Gabe Luna Ostaseski & Adam Jackson on why the way we work is broken and how to fix it

Dec 14, 2021

Who (and I ask this sincerely) the fuck are you?

How we tell stories about ourselves to establish trust, and how it all might change pretty soon.

Dec 17, 2021

Is Axie Infinity a Ponzi Scheme?

To Axie Infinity And Beyond!

Oct 14, 2021

Legitimacy Lost

How Creator Platforms Are Eroding Their Most Important Resource

Sep 21, 2021

Will DAOs replace Corporations?

Or, how NounsDAO plans to take over the world

Jan 31, 2022

Spotify’s Quest to Own Your Ear

A Napkin Math and Trapital Production

Feb 10, 2022

Is YC the Monopoly It Thinks It Is?

The Pricing Power Flex

Feb 15, 2022

Is Crypto *Actually* Destroying the Planet?

“Quantify the impact, reduce it as much as possible, and offset the rest” says Joseph Pallant - founder of the Blockchain for Climate Foundation