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0/ One theory of the metaverse is that the company that controls the social graph, will have the strongest influence on the Metaverse

So I’ve been thinking a lot about how to get the social graph data out of Facebook and Twitter, etc
1/ I’ve become more optimistic recently that this is possible

The amazing thing about web3 is that users own their data. Now, ~95% of users don’t care

But that’s the wrong framing
2/ What matters isn’t users, it’s developers

When users own their own, developers can compose apps together more fluidly

This allows for one giant co-opetition among all devs

Where there is a global data network effect cycle between all users and devs
3/ A single company won’t unseat your social graph from Facebook and Twitter

An army of thousands will
4/ We have been thinking about how to play this thesis, and have already made a number of infra investments that we think will end up powering this future that I just described

Buckle in, gonna be wild

{fin}
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