David pfp

David

@d

573 Following
617 Followers
David pfp
David
@d
Listen: https://open.spotify.com/episode/0j8ODGG4uy9UEQlLtXbhoP?si=GYp8a6KxSjybaS_aDizjdQ&context=spotify%3Acollection%3Apodcasts%3Aepisodes
0 reply
0 recast
0 reaction
David pfp
David
@d
This weeks ep with Kyle on valuing L1s/L2s had some great takes: 1/ Tx fees will go to nearly zero, as mass adoption approaches, everywhere 2/ Main revenue driver of a network should be its MEV. A small primer: Good MEV: - Liquidations - Oracle arbitrage - DEX/CEX pair arbitrage - more… Bad MEV: - Sandwhiching
1 reply
0 recast
1 reaction
David pfp
David
@d
https://open.spotify.com/episode/7Ibt1lDZ2UQYr2KLPmkFs2?si=s4pe3CMbRtuDnlr7fKtPrw
0 reply
0 recast
0 reaction
David pfp
David
@d
Figjam’s lead PM (Mihika): 1/ Vision is everything: Hype the team. This will defuse the messiness of shipping 2/ Feedback = gift: Operationalize this. Figma ships products internally months before to refine 3/ Pivot with grace and enthusiasm 4/ Great product ideas are born from user conversations Listen ⬇️
1 reply
0 recast
5 reactions
David pfp
David
@d
Amazing
0 reply
0 recast
0 reaction
rish pfp
rish
@rish
GM ☀️ Quick FYI that Dune and Neynar are actively working on updating the Farcaster data on Dune Prev. pipeline used to update the data 1-2 times a day, it got inefficient as network grew. With the new upgrades, data will be much more real time (~5m avg latency) Appreciate y’all’s patience 🙏🏽 🪐
165 replies
90 recasts
526 reactions
David pfp
David
@d
Source: https://open.spotify.com/episode/0S9za3metzDkLVHUiSpW1I?si=SSU5HjnrRDuNI3xncwE1Ng&context=spotify%3Asearch
0 reply
0 recast
0 reaction
David pfp
David
@d
Pivots: Focus on a problem you build a deep understanding of Brex (worst co. of YC19W): VR -> Payments Segment: University tool -> Learned analytics -> Mixpanel competitor -> Learned about data sources -> Segment Retool: Venmo competitor -> Learned about internal tools -> Retool
1 reply
1 recast
2 reactions
David pfp
David
@d
Jakub is a testament that crypto has high quality and high integrity people who resonate with you You can meet hundreds of people online, connect on different themes, and let destiny do its thing
1 reply
0 recast
1 reaction
David pfp
David
@d
To be or to do? Being selfish or selfless? Questions that move the ego aside, and help us do better
0 reply
0 recast
2 reactions
David pfp
David
@d
230 $DEGEN
0 reply
0 recast
0 reaction
David pfp
David
@d
Social Graph Ventures!
0 reply
0 recast
1 reaction
David pfp
David
@d
Unmatched — they really have some secret sauce
0 reply
0 recast
1 reaction
David pfp
David
@d
Check out Benchmark, First Round, USV, KP, Sequoia… there’s a code to crack. Definitely not random
0 reply
0 recast
1 reaction
David pfp
David
@d
If you can’t keep track of a company round that is exciting enough… speaks for itself
1 reply
0 recast
0 reaction
David pfp
David
@d
Source: https://open.spotify.com/episode/3uUnrqgvqqFgcRuULnMFyA?si=sv8J7vpaS6uaDE22XF-Okw&context=spotify%3Asearch%3Afeid%2Byoung
0 reply
0 recast
1 reaction
David pfp
David
@d
🦉Duolingo: - MAUs 24M -> 85M since IPO - DAU/MAU 23% -> 30% - Premium subs 3% -> 7% - 500M in ARR, 75% subscription, 25% ads and virtual goods - $80/yr subscription in the US (changes by region) A story of how a “silly app” becomes a great enterprise
2 replies
0 recast
6 reactions
David pfp
David
@d
pods.media is better @0xl can hook you up
1 reply
0 recast
3 reactions
David pfp
David
@d
Blood?
0 reply
0 recast
0 reaction
David pfp
David
@d
Love this
0 reply
0 recast
1 reaction