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Ben
@benersing
πΆοΈSpicy take: Venture capital as an industry is now mature and super saturated. Typically when this occurs, new entrants emerge with disruptive models... π wdyt? Share the name of an organization that's experimenting with innovative venture financing mechanisms
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m_j_r
@m-j-r.eth
every venture fund should be looking at Allo Protocol, especially for club goods. also, this is kind of broad, but some computers have 3-5 years of life, & I think throttling between working computation and managing coordination has more significance over time.
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Ben
@benersing
Is Allo organizing new funding instruments ?
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m_j_r
@m-j-r.eth
it's completely composable - https://docs.allo.gitcoin.co/overview the best funding instrument is just putting money to work in a predictable place. AI companies like OAI make deals with Microsoft to return the capital through Azure. if you're asking how Blackrock/Vanguard/etc get in, that's their call anyway.
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m_j_r
@m-j-r.eth
maybe not the most direct answer, but I don't think the saturation is for lack of yield-seeking capital, I think it's lacking the versatility of the land on which there's hands readily looking for picks & shovels. the point with Allo is that others can do the exploratory footwork over smaller scopes of land.
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m_j_r
@m-j-r.eth
h/t @giu https://warpcast.com/giu/0xa1e4b326 where's the untapped land when ZIRP resumes? my assumption is that it's where the productivity & speculation lose their bandwidth constraints. I don't want to overestimate, but a lot of people want assistants, question is how assistants will bargain on club goods.
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