What company worth under $100b today is most likely to become a $1t company?
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Dan Romero avatar
Coinbase, Stripe, Anduril
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Ben Scharfstein avatar
What needs to happen for coinbase? In a world where crypto is really working, what’s to stop competitors from eroding their margins?
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Dan Romero avatar
Be a tech company with networks effects than a brokerage.
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Ben Scharfstein avatar
Of Helmers 7 powers network effects seems like the one most disrupted by crypto In other words, do network effects in crypto accrue to the company or the protocol?
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Ben Scharfstein avatar
Disrupted in the sense that they may no longer lead to long term differentiated returns, not that they don’t exist
Tayyab - d/acc avatar
Stripe, Coinbase?
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CHRIS DOLINSKI avatar
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medina00 avatar
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Adelsauce avatar
I would say layerzero
biccs avatar
housecoin
britt avatar
chick-fil-a
atna avatar
anduril
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