Founders

"I'm moving from AWS to Google Cloud. This will help grow my consumer app."

was thinking more about this… 

“I’m moving from SF to Las Vegas. This will help my casino”

“i’m moving from Boston to SF. This will help my b2b saas app.”

one day in the future, blockchains might be akin to backends (polymarket might already be there). Today, the culture and community on top of these internet nation-states are meaningfully differentiated and, for some opportunities, it matters. Block space isnt fungible

it’s not obvious to me polymarket is generalizable to *every* app (suspect there is some kind of local/global app divide, much like services vs manufacturing)

also polymarket was dead for 3y before breaking out. could they have shortened that (significantly) by switching chains? maybe, we’ll never know

Polymarket is 1 of the 2 break out crypto apps of 2024 and it's on a dead chain. Proves my point that good apps are upstream of infrastructure.

Stay Curious // iixii // Lazer Technologies // Prev: CoinDesk, Roc Nation // based

if they were backends, “if you build it they will come” would work

it doesn’t because block space isn’t fungible. You can tell because of the massive price discrepancy in fees per chain

blockchains are backends 

many have made the assumption that "if you build it, they will come" as it relates to infrastructure of blockchains 

that hasn't panned out and more people are realizing that you need product-led or app-led infrastructure development