It’s been a while since I’ve spent meaningful time here. There are three reasons: (1) The vibes shifted. Too much focus on trading and prediction markets and content coins and stuff that I don’t care about. People I cared about weren’t as active. (2) The future was happening on X. Lots of AI stuff that I wouldn’t have learned about or wouldn’t have been able to implement in my business if I wasn’t spending more time there. (3) My potential clients were on X. So I spent more time there to make more money. The Neymar acquisition is probably the best thing that could’ve happened to this place, though. It’s clear that Farcaster will never compete with X and Instagram and whatever other mainstream platforms exist. Farcaster is prosumer social media. It’s for the founders, the tinkerers, the hustlers who are at the frontier and want to be around others like them. There is no other place like it on the internet. I’m gonna be spending more time here because I think, in Neynar’s hands with the reinvigorated energy in the community, we will see an entrepreneurial revolution across crypto networks, agents, and organizational innovation that I absolutely need to be experiencing from the front lines. If we haven’t chatted in a while, feel free to reach out. Higher 🫡
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a16z’s “New Media” is designed to manufacture consent for whatever idea will make them money. “American Dynamism” isn’t about what Americans want, it’s about whatever clears the fastest path to liquidity – gambling, genocide... anything that moves capital faster. their media strategy and investment thesis are all about saturating the discourse until profit looks like progress. investors who care about durable value should focus on conviction media. clarifying what kind of future deserves capital, not just what might deliver returns. in the long run, distribution depends on belief. a massive launch and fifteen minutes of fame don’t create it.
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Why do we *need* AI? What version of the future is both highly desirable and requires us to continue to invest in and expand usage of AI?
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