Justin

@justinzhang

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AI agents are redefining gaming! 🤖🎮 Check out Sparsity CPO Charnjit's latest blog exploring how AI, games, and Web3 converge to unlock smarter, evolving virtual worlds. Dive into the future of gaming: https://x.com/sparsity_xyz/status/1859647385116475764

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Super pumped about the expanded mission 🚀

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A full day packed with insightful talks at a16z crypto CSX. Here are my notes: ──────────────────────── 📈📈📈 Fundraising: (Arianna Simpson, Guy Wuollet, @mason, @carra, @michaelblau) - "Preparing for the Pitch" by @AriannaSimpson from the last cohort: https://youtube.com/watch?v=wVKcgn2W1uw - Put team slides first. - Business model and GTM strategy are mandatory. - Understand the knowledge graph in your audience's mind and use that to explain your concept. - Relax, as it helps to relax your audience. - Demo day short pitch is like a trailer to a movie. It needs to get the audience curious enough to want a follow-up meeting. It is not meant for in-depth explanation. - Let the market set your valuation. - You can ask the investor about their typical engagement model with their portfolio companies. ⤵️

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Fascinating talks by @eddy on Tokenomics Design at @a16zcrypto CSX. Here are my notes: Network Effect * Tokenomics is all about defining and reinforcing network effects. It’s crucial to outline core metrics tied to the network’s primary behaviors—where value is truly created. These metrics guide the incentives. * For example, in Uber’s case, core metrics might include rider wait times and driver utilization. Enhancing these metrics draws more participants, thereby strengthening the network effect. * Network effects differ from reflexive effects (e.g., price increases leading to further price increases), which are self-reinforcing but less sustainable. ⤵️

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Cross-posting our initial idea about zkSpin from over a year ago from https://x.com/JustinZhang/status/1697308401100009530: "Blockchain is too slow for applications like gaming. It is slow because large p2p networks take time to converge and numerous applications jam in the same scarce block space. I’ve been working for 2.5 months on a concept called L4 ZK Session Rollup (nicknamed “zkSpin”) where each application session has its own ephemeral zkRollup. Such zkRollup runs on the players’ own machine and therefore achieves optimal LAN-party grade performnace, consumes zero gas fee during the game because it doesn’t occupy public block space, and is just as secure thanks to zk proofs." ⤵️

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🌟 Thrilled to announce that we've been selected to join the @a16zcrypto CSX Fall 2024 cohort! 🚀 Over the next 8 weeks, we'll be in NYC learning from some of the best in the crypto space, building alongside 20 other incredible teams, and pushing the boundaries of what's possible in Web3. Can't wait to share more of our journey and the amazing things we have in store. Stay tuned! 💥

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Twitter: @justinzhang

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