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Syed Shah๐ดโโ ๏ธ๐
@syed
If youโre a VC funding a Farcaster client you fucked up. If youโre building a Farcaster client and took VC money you fucked up.
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Dan Romero
@dwr.eth
Define client
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Syed Shah๐ดโโ ๏ธ๐
@syed
Warpcast, Supercast. Maybe thereโs a point where client can sustain venture scale returns. Otherwise client has to crush VC returns or VC return expectations forces clients to capture protocol. I expect most VC investments force clients to make decisions that arenโt optimal long term. Overtaken by non VC clients.
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Dan Romero
@dwr.eth
https://warpcast.com/dwr.eth/0x16de8c53
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Syed Shah๐ดโโ ๏ธ๐
@syed
I have no doubt Farcaster will succeed. I have similarly high confidence in Merkle to steward the protocol to that point. I donโt have the same confidence elsewhere. When alt clients overtake Merkle (post protocol channels) either in users and or returns is when it gets interesting. Iโd say sooner than later too.
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Dan Romero
@dwr.eth
Letโs cross the bridge when we get there
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Syed Shah๐ดโโ ๏ธ๐
@syed
Yes! Excited for it! Will be an unbelievably exciting time for the protocol.
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