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Business Model Innovation
Fred Wilson – Jul 8, 2019
I’ve shared my views on this before here at AVC. I believe business model innovation is more disruptive than technical innovation. A good example of this was moving from web apps to mobile apps, which was largely a technical innovation. [...] Read more
Arweave Project Ideas
Dani Grant – Mar 5, 2019
Earlier today, the Arweave team announced that they’ve raised additional capital in order to fund developers who want to build on Arweave through two new programs - Arweave Grants and Arweave Boost. People are already building lots of amazing things [...] Read more
The Myth of The Infrastructure Phase
Dani Grant and Nick Grossman – Oct 1, 2018
We are not in an infrastructure phase, but rather in another turn of the apps-infrastructure cycle. First, apps inspire infrastructure. Then that infrastructure enables new apps. Platforms evolve from an iterative cycle of apps=>infrastructure=>apps=>infrastructure and are rarely built in an outside vacuum. Read more
Minimum Viable Economy
Nick Grossman – Jul 30, 2018
One of my favorite things about the cryptocurrency / blockchain space is that our conception of “what it all means” is still very much in flux. Nic Carter just published a nice analysis of how the functional narrative around bitcoin [...] Read more
Fat Protocols
Joel Monegro – Aug 8, 2016
Note: see the 2020 follow-up post here: Thin Applications Here's one way to think about the differences between the Internet and the Blockchain. The previous generation of shared protocols (TCP/IP, HTTP, SMTP, etc.) produced immeasurable amounts of value, but most [...] Read more
Bitcoin As Protocol
Albert Wenger – Oct 31, 2013
We owe many of the innovations that we use every day -- from our favorite longstanding websites to the latest mobile applications -- to the existence of underlying highly technical protocols. Endusers don't need to understand these any more than [...] Read more