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Ben Scharfstein

@scharf

413 Following
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
I agree that owning the user experience is very valuable but to the extent that this leads to long term profits it seems more about scale economies than network effects. Network effects at the app layer don’t command the same type of pricing power they do in web 2. At least that’s my running hypothesis. Taking a step back, agree coinbase has huge potential upside
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Disrupted in the sense that they may no longer lead to long term differentiated returns, not that they don’t exist
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
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 pfp
Ben Scharfstein
@scharf
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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Ben Scharfstein pfp
Ben Scharfstein
@scharf
What company worth under $100b today is most likely to become a $1t company?
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
The prior paradigm of personalization required company models to learn about the world and about their product. Now LLMs have off the shelf world models and so companies only need to go the last mile. Dramatically levels the playing field
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Ben Scharfstein
@scharf
Huge wave of purple nostalgia seeing the return of the arch
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
I want to buy a MacBook Air for coding side projects while traveling for work. Have a beefed up MacBook Pro at home so it doesn’t need to be my main machine but wanna be future proofed. What specs should I get?
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Who is creating the best AI content on FC?
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Back to say hi to my warplet
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Will take a look!
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Prototype or tool to help me do my job better
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
We’re in the fsd beta era of coding agents but waymo full self driving is just around the corner
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Pretty much averaging 1 end-to-end build a day at this point using Cursor+v0
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Incredibly interesting technically and going to be very useful. I agree, everyone will have this capability soon. We're in a Moores law of context window situation and 100M is going to look small in a few years.
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Anyone in NYC or SF interested in "renting" their Nikon Z camera for a few weeks? Going on safari and would love to bring a second body.
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Yeah that’s been my take so far as well
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
Writing a personal blog (ever just for yourself) is seriously underrated
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Ben Scharfstein pfp
Ben Scharfstein
@scharf
What’s the best plug in hybrid crossover? Or just crossover in general?
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