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.

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.

ConstitutionDAO, The Need for Trust, Memes and Reality

ConstitutionDAO is an interesting project to buy a physical good as a community; what is particularly interesting is what it says about the power of actualizing memes

Adobe Max, Photoshop on the Web, Photoshop and NFTs

Adobe Max suggested that Adobe is finally starting to build its products as a service, not just selling them that way. Plus, Photoshop on the Web leans into Photoshop’s complexity, and Photoshop’s NFT authenticity feature is compelling.