Episode 1 of 'web3 with a16z' goes into mental models for thinking about not just the current markets, but the longer arc of innovation (cycles, macro/micro, flying by instruments, much more) with :
web3-with-a16z.simplecast.com/episodes/metho
my favorite bits were:
Conversation
~14:39 on the nuances of tokens as a tool, trying to fly balloons vs airplanes
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~21:59 on definition of community; gaming groups, status - as well as loss of status (per )
[ps from the archives, here's me & Eugene going deeper on status as a service etc before he rolled out next post in that series: future.com/podcasts/tikto]
web3-with-a16z.simplecast.com/episodes/metho
Replying to
~30:10 on DAOs in the context of microservices
[something I've covered a ton over past decade, but also specifically in context of changing culture of open source, cf one of my all-time faves from the archives w : a16z.com/2017/04/08/cul]
web3-with-a16z.simplecast.com/episodes/metho
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~38:23, ~40:44 share fun anecdotes about the last winter and difference between launches of delays vs launches of 'never gonna'; also when have infra that works & building more as with mobile apps
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~43:07 when incentives are much more around behavior, and true economics (as opposed to speculative economics)
...how to think about this idea that sometimes "community precedes product" vs other way around in web3 [I'd been dying to get answers to this]
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~47:12 on how web3 also inverts (some) classic business logic eg on network growth, competition, moats (community only defensible one now)
[includes mention of et al recent work in here too]
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~54:05 after asking about neat applications/ products/ themes of interest, Eddy brings up a fave topic: programming languages!! as in not just adapted for, but custom built for, blockchains
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[I didn't have time to ask something that's been on my mind re this, which is whether (if at all or how or possibly when) we'd have a 'Smalltalk'-like moment for blockchain programming languages]
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