Cedric Chin
@cedric
It’s remarkable how many VCs continue to believe Ethereum needs an objective North Star use case. America Online has an objective North Star function. Many more competitors for the Internet in the 90s. They’re all dead. What was the objective North Star use case for the internet?
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Dinesh Raju
@dinesh.eth
VCs need a yellow explanation to justify why the firm is making a particular investment. True of all investors really but particularly true in the VC case since they have LPs, other GPs, etc they need to answer to People tend to choose legible models over the models that really matter but don't fit into a neat story
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