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Pat Yiu

@patyiutazza

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We have a ton of media proposals in Nouns, but everything feels fragmented. The most a company should spend on media is 30% of their budget at early stages (30% of 1Y inflows in our case) with a reason to heavily increase acquisition of users and be ready to retain those users. We have very few DAO members that are even willing to retweet for existing proposals on their socials to show support of proposals that they voted YES on. We should take a step back and discuss based on our resource pool of contributors and holders, what are the 2-3 things that we can do amazing and experiment on something that everyone in the DAO is willing to back. To me, it seems like the general community likes nouns.camp / nounswap.wtf, we want to continue experimenting with flows, and we are still on warpcast. Maybe we should figure out how to consolidate efforts to these three things for 2025 and make something great instead of a dozen things good.
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Small thesis for sports the past two years that has become an SEC compliant ATS system for onchain securities launching next month. Earnings are capped by the odds for traditional sports betting, but certain sports allow for your to own a portion of the market. For instance, consider a horse valued at 300k with 10k shares available at an initial price of $7.50 a share. We own 20% of the total horse and 20% of the shares for the purse of that horse. If that horse races for a Grade 2 and wins, that's 400k, ownership group earns roughly 192k and the 20% ownership cut ends up being 38.4k or $3.07 a share. Winning two of these purses essentially covers my ownership of the horse. In contrast, if I bet on the same horse at 2:1 odds, I'd have to wager 49.6k to earn 19.2k and have the same potential return. Investing in the horse has provided me a long term asset appreciation that has lower risk than betting on the horse. Studding is where the long term value lies and selling the weenlings. Here's Love Tempo.
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Impact investment can happen in AI too. Caught up with https://www.curie.co/ today who has had an allstar run after being mentioned by StockX and Tim Cook at WWDC and they focus on one thing, turning images into 3D models using high accuracy. Before them, 3d product rendering was a manual process that was outdated. In numbers -> 1B products x manual effort = $20T in cost to bring to 3D They've been building their systems and on year three have reduced the cost of rendering from $200 in Year 0 to $0.20 with an ultimate goal of $0.002 per product by Year 5. What is the impact of this in numbers? Early data through partners like StockX, Walmart, and Meta show that at scale (3B products), reducing the return rate with better 3D showrooms could reduce up to 2 Billion pounds of waste. Investors have the potential of an exit (acquisition most likely in this case by an ecom giant) but can also feel good knowing this could have a significant impact on the negatives that fast fashion brought in.
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