Sami (kassab)

Sami

Researching

40 Followers

Recent casts

/depin 8. If you had to describe it in simple terms, what’s made you so bullish on bittensor vs other projects? Are you still bullish on non-AI DePINs? Does your answer change for hardware vs software based? answer below

  • 1 reply
  • 0 recasts
  • 0 reactions

/depin 7. Which of these “depin philosophies” do you believe in? >maximizing LTV/CAC per connected device is the moat (Dimo esque) >consensus mechanisms are the real moats (Gensyn esque) >permissionlessness is the real moat (Bittensor esque) >network effects are the real moats (Helium/Hivemapper) answ below

  • 1 reply
  • 0 recasts
  • 1 reaction

/depin 5. What were your favorite parts about working at Messari? What was the most important thing you learned? Favorite parts: - the people there - having the ability to focus on whatever I found interesting - every project wants to talk to you (because they all want you to write about them lol) cont.

  • 1 reply
  • 0 recasts
  • 1 reaction

Top casts

Will be joining a fund focusing on crypto x ai! Will be going fully public on details next week :)

  • 1 reply
  • 0 recasts
  • 3 reactions

Definitely. Using Web2 data can help: 1) Supply side providers can use this data to bootstrap their reputation 2) Data can be used to verify that a certain action was completed in the real world.

  • 1 reply
  • 0 recasts
  • 1 reaction

/depin 3. What are your thoughts on retail investing in early DePIN products? There is a negative/challenging aspect: as network participation grows, it causes an increase in sell pressure from new participants, preventing token prices from reflecting network growth (answer below)

  • 1 reply
  • 0 recasts
  • 3 reactions

Imagine not owning bittensor right now. Yes I’m in a cult

  • 0 replies
  • 0 recasts
  • 0 reactions

Onchain profile

Ethereum addresses

    Solana addresses