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androidsixteen
@androidsixteen.eth
Pretty reasonable take tbh VCs keep funding infrastructure because the TAM of crypto consumer is not yet "venture scale" FC vs Lens is a sideshow and the goal for either platform should be to grow top of funnel
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Zach
@zherring
Cynical take: Is it really TAM? or MCAP? Its probs the latter tbh.
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androidsixteen
@androidsixteen.eth
FDV lol
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