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.

The Great Bifurcation

Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.

Microsoft and the Metaverse

Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity

Sequoia Productive Capital

Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital