Ampersand Labs (amprfi)

❓ Ready to stop managing your wealth across disconnected systems? ❓ Feeling like investing wasn't made for the rest of us? 🏁 Next month, we’re opening Alpha Testing to a group who understands this pain and wants to help shape the future of open finance with us. If you want to take part, fill out the form on our website and join the waitlist.

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Most of CT is noise. We’d rather share signal. Here’s an overview of 3 blog pieces we’ve written so far, to provide value while we build, instead of posting nonsense. 👇🧵

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Happy September! We are quietly nearing our bigger reveals in October. 🥁 What happens to your portfolio after that? Stay close & watch for the signal. Announcements are coming, & the early crew is about to grow. 🤝

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Let’s settle this. The Fat Protocol Thesis says value lives deep in the stack. Some argue it accrues where users and capital meet. Where does it actually stick? 1. Infrastructure 2. Application Layer 3. Somewhere else - your take?

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Tech trends rise and fade. Models blur into one another. But value still pools at the surface, where capital flows. Counterpoint to the Fat Protocol Thesis 🧠 Read: The Skinny Model Hypothesis 🔗 https://paragraph.com/@amprfi/the-skinny-model-hypothesis

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Web2 taught us: "the edge isn’t the infrastructure, it’s the portal." The undisputed tech leaders of the last decade (Apple, Meta, Microsoft,…) all had one thing in common: proximity to the final user. Value didn’t settle in the wires; it was captured at the surface.

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