dslevy.substack.com/p/the-1-trilli…

got GPUs? open.substack.com/pub/dslevy/p/g…

dslevy.substack.com/p/les-propheti…

New Year, 'New' Blog open.substack.com/pub/dslevy/p/n…

Hi ⁦Crytivo⁩ ⁦Prehistoric Kingdom⁩

I'm on Backdrop 🚀

246118853

Finally started articulating my web3 thesis here. This is what I expect given my experience (financed / invested in web1, founded startups / operated in web2 and cloud). Love to hear perspective from other backgrounds…. porchdog.co/post/711107093…

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Starting to think Web3 is more about the virtual world breaking out into the real world than everyone getting sucked into some u/dys-topian digital world. 🤔 (Also probably late on this. 🤷‍♂️)

'web3 is a solution looking for a problem'

A high-level thread on problems web3 can address 🧵👇

So now we enter the phase when all of (new(er)) media is taken private for cash by billionaires. (Not casting judgment fwiw.) I feel like this has happened before. 🤔

WHY THE FUCK IS THERE A CRYPTO/WEB3 GYM IN WILLIAMSBURG

Yikes. Lots of canaries in the coal mine these days. 😱 Stripe-backed Fast is shutting down. Leaked screenshots reveal that employees' last day will be Friday. businessinsider.com/stripe-backed-…

Saw my third person of the day wearing leather pants, which is three more that usual. (Excluding the dad at my kids’ school that who has worn leather pants every single day since kindergarten started.) Is this a thing again?

💰 thedefiant.io/web3-soaring-s…

Smaht, $MSFT -> ConsenSys doubles valuation to $7 billion with Microsoft backing cnbc.com/2022/03/15/con…

Whoa.

I shall eat a box of chocolate frosted donuts daily for the next year in his honor. 🍩 ❤️ 🕯 nypost.com/2022/03/08/cha…

1995: PC penetration >90%, Internet ~20%; 2010: ~100% of startups using cloud, <10% of total; 2022: what Web3 gap closes? (Not a rhetorical question….)