Warpcast

Hot take on farcaster: the larger it’s going to get the more likely it’s going to fail. 

Basically: supporting the protocol doesn’t deliver the same value to all clients. For small clients it’s 100% value. For medium clients, it’s still quite good (1/x)

Building mobula, open source crypto/web3 data platform.

We all know this; they tap into content, social graphs, dms that would have been impossible to bootstrap. 

Things are 100% different for large clients. For market leaders it’s negative sum to support the protocol. You just make it easier for competitors to take market shares, you’re just diminishing your nfx.

Discussed with this with a few farcaster pros, no one has been able to counter this yet. Thoughts @dwr.eth @v?

Imo, if farcaster takes off, the largest clients will at some point start adding features non protocol-native (i.e. snap-like instant photos), then be a bit more aggressive (maybe a kind of content that’s only on their app?) then totally drop it. It’s a huge win for a client: you smoke competition. You create nfx.