David

@d

684 Following

1162 Followers

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Two types of investment errors: 1/ Errors of process: Minimize these, they are deterministic 2/ Errors of outcomes: Probabilistically, these are hard to fix H/t: @santiagoroel and @loganjastremski

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Great read on how token models should be engineered. In this case, disrupting web2 marketplaces

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“A period during the first year, if we plotted the growth rate forward, we would reach 1B users in three months…” Guess the company?

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@neynar’s internal OS keeps surprising me Read the Q&A to understand: How do they ship so fast? How do they gather user feedback?

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The actual understanding of a business comes after you invest I see so many hands-off VCs throw away the opportunity to learn from amazing founders about how a space is evolving, from the inside My curiosity just could not

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We judge founders based on their ability to ship product. Other factors do weight in, but being able to tick this box while using a founder's product is a refresher.

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In a world where great consumer apps gamify even the tiniest experience, giving out small token incentives along the user journey will be one of the key mechanisms to disrupt web2 consumer apps... Web proofs sound great in theory, let's see if building them is going to be as easy as it sounds "Where it gets really interesting is when teams start using onchain incentives to meaningfully drive offchain behavior... Music NFTs that in order to mint, the artist has to be in your 10 most listened to on Spotify A $KIRKLAND memecoin that has weekly inflation claimable based on how much you spent at Costco ... Retroactive rewards are good, proactive incentives are better"

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EVERY CLICK IS A MIRACLE Analyze each screen, each user interaction Design accordingly It’s hard, it takes time, but it’s worth it h/t @nikitabier

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“If Frank Slootman came in as CEO, what would be the 10 things he would do to turn a business around?” After the GameStop crisis, Vlad came up with a list: Control burn, focus on the core, improve NPS. An insight became clear: The more a customer traded, the less satisfied they were. And even thought changing the product for LESS engagement harmed revenue, it actually increased NPS, which is the truest of north stars Now Robinhood has positioned itself as a clear leader in retail and crypto https://open.spotify.com/episode/0ExwTOizRGAexSTNGzk3jo?si=FQNLgqlSRZ-nGFqFTD2W7g&t=2969&context=spotify%3Ashow%3A22fi0RqfoBACCuQDv97wFO

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Claiming my /scoop profile with address: 0xbcc6EaEce6f13811319d61765C60Bb6dCf6dbB6F let the scoop wars begin 🍦

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24h left to submit your project to Bear Cage (think onchain Shark Tank)! https://x.com/jakub_rusiecki/status/1827034151918440558

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👷Are you building a social project at the earliest stage? Introduce bear cage 🐻‍❄️ Pitch us, get exposure, earn a grant It’s basically free marketing More info: https://x.com/jakub_rusiecki/status/1825995785235992882?s=46&t=jlO8oBVg4bsgKeZixII2Kg

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I was reading Morgan Housel’s latest book and the chapter on data gave me a shakeout “The concept of economic value is simple: If someone wants it there’s value (independent of the motif)” - Per Bylund Analyzing data is insightfully for the present, but you need to analyze stories for the future

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Hey! I just posted on #Untitled. ✏️ Take a look!

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When SGV was founded, the space was a speck of dust. Now we've had a glimpse of PMF, and the original thesis has been playing out. Our thesis holds true more than ever, learn more about it: https://paragraph.xyz/@socialgraphventures/thesis

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A piece of wisdom from the Generalist’s newsletter: “Limit your intake of low quality, ephemeral information like social media posts or irrelevant breaking news. Unlike hedgefunders or crypto traders, venture capitalists do not require fast twitch muscles… this type of information disrupts the climate within your skull” Applicable to any type of long term endeavor. No need to be shaken

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@askgina.eth who recently launched their web3 social product on Farcaster and has gotten traction?

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New survey powered by @survey :) https://frame.weponder.io/api/polls/6453

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Show the receipts 🧾

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Increase your fitness, increase your health, increase your wealth The ultimate gamification

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