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cdixon.eth @cdixon
Those applications can have a profound impact on how power and money is distributed across the internet. Thinking… https://t.co/IncT0oG8Kv — PolitiTweet.org
cdixon.eth @cdixon
Blockchains offer to improve computers along different vectors. Specifically, they allow computers to make credible… https://t.co/XnvGjMw3qW — PolitiTweet.org
cdixon.eth @cdixon
People with this mindset look at a blockchain and see a slow database. (And while blockchains performance is improv… https://t.co/pxmDqoaxIc — PolitiTweet.org
cdixon.eth @cdixon
The assumption is that the only vectors of improvement that matter are the ones the tech industry has traditionally… https://t.co/ugRTywaehT — PolitiTweet.org
cdixon.eth @cdixon
2. New vectors of computing improvement Ben argued that one reason the software industry is mature is that it has… https://t.co/UfesLAqdIz — PolitiTweet.org
cdixon.eth @cdixon
Computers connected to the internet are, by and large, free to run whatever software their owners choose. Whatever… https://t.co/bTGfGIiSoT — PolitiTweet.org
cdixon.eth @cdixon
Moreover, the internet was specifically designed to embrace this plasticity. The internet is the ultimate softwar… https://t.co/7sftIjtyi1 — PolitiTweet.org
cdixon.eth @cdixon
But it’s a mistake to analogize software to hardware. Software has a much richer design space — closer in the bread… https://t.co/ixTlhq0kOA — PolitiTweet.org
cdixon.eth @cdixon
Software has an extremely rich design space — closer in the breadth of possibilities to creative activities like fi… https://t.co/pWHPbVy9Xx
cdixon.eth @cdixon
1. Plasticity of software and the internet. The core of most of these arguments are analogies to past industries.… https://t.co/PBANkBVAaO — PolitiTweet.org
cdixon.eth @cdixon
I believe there are at least 3 major reasons why this view is wrong: plasticity of software and the internet, new v… https://t.co/zH37RCuu5G — PolitiTweet.org
cdixon.eth @cdixon
In my experience, this view is tacitly held by most of the establishment: institutional investors, tech execs, poli… https://t.co/unHcEtSQCW — PolitiTweet.org
cdixon.eth @cdixon
Ben Thompson provides an excellent articulation of this view (as he often does) https://t.co/XT4UfVAJ5j https://t.co/hw1ayVrh8w — PolitiTweet.org
cdixon.eth @cdixon
There is a widespread view that the internet and software industry is now mature, that the historical pattern of di… https://t.co/YgRFn1F2HO — PolitiTweet.org
cdixon.eth @cdixon
RT @olivercookson: In a nutshell. #web3 @cdixon https://t.co/W0XFw3DHvR — PolitiTweet.org
cdixon.eth @cdixon
@aeyakovenko “strategy tax” — constraints the success of profit centers put on rest of the org. — PolitiTweet.org
cdixon.eth @cdixon
@MishadaVinci @wes_kao @SahilBloom @rajgokal @AmandaMGoetz @NdamukongSuh @sianmorson @YKarkai @janetmachuka_… https://t.co/CD0PjWKYWS — PolitiTweet.org
cdixon.eth @cdixon
@MacBudkowski Books, smart friends / relatives :) — PolitiTweet.org
cdixon.eth @cdixon
The strategy lens also helps contextualize what an incredibly visionary move of Google to buy Android in 2005 and t… https://t.co/qhIdlhbBz9 — PolitiTweet.org
cdixon.eth @cdixon
Ok web3 addendum (can’t help it 😂). Viewing internet services through the strategy lens is also one thing that make… https://t.co/3VcQs4p3Mo — PolitiTweet.org
cdixon.eth @cdixon
Pure battery vehicles = strong Hybrid = weak Strong always beats weak long term https://t.co/Mfon4pXmt3 https://t.co/wBhcLXQwgA — PolitiTweet.org
Nat Bullard @NatBullard
Chart: passenger electric vehicles are now 10% of total car sales. And most of those sales are pure battery EV, not… https://t.co/yhPaKOasuw
cdixon.eth @cdixon
Solana energy usage report (smart to report this to counter FUD) https://t.co/Pq7KkAilpa https://t.co/8Rpkl30ndP — PolitiTweet.org
cdixon.eth @cdixon
Now of course what makes these strategic questions more art than science is you need to consider not just the loop… https://t.co/2BdwZQmVUA — PolitiTweet.org
cdixon.eth @cdixon
Amazon’s strength is its logistics network. Google and Apple are strongest at the device, OS and app layer. Faceboo… https://t.co/k8b37udWcn — PolitiTweet.org
cdixon.eth @cdixon
Looking at this chart, it should be clear why most of the big tech companies have efforts in almost all positions in the loop. — PolitiTweet.org
cdixon.eth @cdixon
It’s much better to have complements be open source and free vs controlled by a competitor. This is why, for exampl… https://t.co/MZotTOEfC4 — PolitiTweet.org
cdixon.eth @cdixon
A big reason big tech companies invest in open source software is to “commoditize the complement” (see this classic… https://t.co/VSQMM17yWd — PolitiTweet.org
cdixon.eth @cdixon
New technologies come along (which often look toy-like and unthreatening at first) that create entirely new tracks… https://t.co/pZ9vbVvuVS — PolitiTweet.org
cdixon.eth @cdixon
Think of the economic loop pictured above as a model train track. Positions in front of you can redirect traffic ar… https://t.co/nOmYGwgy31 — PolitiTweet.org
cdixon.eth @cdixon
Many fiercest battles in the history of the internet have been between complements, going back to Microsoft vs Netscape. — PolitiTweet.org
cdixon.eth @cdixon
Hamburgers and hotdogs are substitutes. You generally choose one or the other. Examples in tech: AT&T vs Verizon, i… https://t.co/rYsKB7yyCc — PolitiTweet.org
