@jakub two thoughts for you

1. what's d30?
2. can developers build a sustainable business with said users?

you might find that those two things are a bit harder to solve :)

Will be a very awkward moment when a social app that raised &lt;$3M has more DAUs than a social graph that raised +$100M

It's a matter of months IMO

jakub rusiecki

Social and consumer investments @ 1kx network. Founder of /socialgraphvc

https://www.seam.so/socialgraphventures

@jakub two thoughts for you

1. what's d30?
2. can developers build a sustainable business with said users?

you might find that those two things are a bit harder to solve :)

https://x.com/jakub_rusiecki/status/1925514179554734569

One example is https://company.tomebooks.com/
1. approx 40% - what is FC's?
2. Still early stages, but might be in the near future

I think we need to experiment a lot more on what is the net new form factor enabled by crypto on the app level before one becomes an open social graph.

monetisation is good via subscriptions and it uses crypto in the background. Eventually consumer crypto products will be called consumer products.

That's one way to think about it and there are good web2 examples, but I believe there is an opportunity to go App-->Protocol in crypto. You can be a protocol from day 1, but focus on flagship app growth to create a pie big enough for others to build sustainable products on top of you.

Still curious about retention on FC. I have a dune for FC retention but would love to validate at the source.

Is Tome a crypto app? How's monetization?

I don't think any rational app gives away their graph later. You have to want to explicitly build a protocol from the beginning.

Directly from the source, and it's 41.03%. skill issue 🤷‍♂️

what’s the source on the 40% retention number?

i’ve never heard of this product and consider myself well versed in new consumer apps