Thread
0/ One theory of the metaverse is that the company that controls the social graph, will have the strongest influence on the Metaverse
So I’ve been thinking a lot about how to get the social graph data out of Facebook and Twitter, etc
So I’ve been thinking a lot about how to get the social graph data out of Facebook and Twitter, etc
1/ I’ve become more optimistic recently that this is possible
The amazing thing about web3 is that users own their data. Now, ~95% of users don’t care
But that’s the wrong framing
The amazing thing about web3 is that users own their data. Now, ~95% of users don’t care
But that’s the wrong framing
2/ What matters isn’t users, it’s developers
When users own their own, developers can compose apps together more fluidly
This allows for one giant co-opetition among all devs
Where there is a global data network effect cycle between all users and devs
When users own their own, developers can compose apps together more fluidly
This allows for one giant co-opetition among all devs
Where there is a global data network effect cycle between all users and devs
3/ A single company won’t unseat your social graph from Facebook and Twitter
An army of thousands will
An army of thousands will
4/ We have been thinking about how to play this thesis, and have already made a number of infra investments that we think will end up powering this future that I just described
Buckle in, gonna be wild
{fin}
Buckle in, gonna be wild
{fin}
