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Does feel like platform era is peaking and headed towards mature decline plateau at best. The one true wildcard is AR/VR, which needs a FAANG-scale treasure chest to pursue.
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My current practice re: social platforms is to 1 diversify, and 2 try to not fund them. Don't allow any one to own you or any of your pairwise connections. (Yes, I've looked at cord-cutting, federated, SSB, POSSE, and so on. Yes, YMMV. No, I am not saying this works great.) twitter.com/AmandaSeitz/st…
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Web3 has/had both the ideological hostility and technology levers to break up FAANG in a way purely political hostiles like AOC left or gab-right don’t, but it doesn’t yet have a strategy. It’s more a beef fueled by decentralization manifesto derp than a substitution derp.
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It is. This is why Zuck is shooting for the VR metaverse.
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9/ Meta and Bitcoin the Goat Facebook’s stonk puked out the market value of a medium sized nation state multiple times this year. It seems we realised you can’t have exponential growth forever on dying Web2 tech used exclusively by boomers and nation state propaganda machines. twitter.com/DrNickA/status…
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Maybe, though things might change: regulation could turn up the heat. Some cute niches might be hiding in VC-as-a-practice's blind spots though? that-sounds-like-slow-growth, or biting bullets that VC hates to bite or turning down "gimmes" that VC has trouble refusing.
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