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A16Z Is Gaslighting Us

62 点作者 Liron将近 3 年前

2 条评论

vmception将近 3 年前
This is a dilution of the word gas-lighting.<p>Yes, that deck has the dual purpose of &quot;rationalizing&quot; their investments in web3, which don&#x27;t need rationalizing at all because they are insanely profitable, as they pump their prior rounds with new investor money in future rounds, as they really leverage the anti-dilution provisions of their OpenSea investment <i>hard</i>.<p>Every rebuttal written web2 in that article applies to web3 as well:<p>&gt; YouTube gets to charge 45% because they’ve built a platform that directs billions of users to watch videos they’re likely to be interested in. If you don’t need your video-hosting platform to help you acquire viewer traffic, then you don’t need to share as much of your revenue.<p><i>OpenSea</i> gets to charge 2.5% because they&#x27;ve built a platform that directs hundreds of thousands of users to browse NFTs they&#x27;re likely to be interested in. If you don&#x27;t need your NFT marketplace platform to help you acquire viewer traffic, then you don&#x27;t need to share as much of your revenue.<p>Its whatever. I&#x27;m glad they released the deck. It is worth scrutinizing simply by questioning the source, but treat it as an informative piece to dig a little deeper in. &quot;Oh no some figures in a slide deck couldn&#x27;t be compared 1:1&quot; eh, okay. that&#x27;s all that is.
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faangiq将近 3 年前
Meh. Their job is to dump their bags on you. No surprises here.