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Latest Podcast

Companies

OpenSea

  • Narratives

    What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.

  • OpenSea, Web3, and Aggregation Theory

    OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.