Welcome to the Bento Society. My name is Yancey Strickler. I came across a fascinating video the other day. A child tries to put together a Lego while his stress levels are shown on screen. First we see how he feels while trying to do it by himself. Then we see how his feelings change when Mom starts helping.
"Breakthrough innovation will come from some combinatorial innovation to do with these new pipes, and new economy that's built on them that results in financial products that we couldn't imagine at the outset of the infrastructure. That's what I'm most excited about.
In terms of investing in the space, what I look for is: protocols, marketplaces, financial infrastructure that's general enough to serve those new use-cases when they come." (43.57)
"Ownership is a design space that new product-thinkers can explore. Where ownership can be manifested in economics terms, governance terms, new forms of social capital.
What interests me most are product-driven founders that understand that intuitively, and are making ownership a keystone of their product experience." (47.16)
Also came across Variant this week. This is a lovely follow-up resource to contextualise the fund.
https://onthebrink-podcast.com/jesse-walden-variant/
So much gold in this! Two things highlighted.
"Breakthrough innovation will come from some combinatorial innovation to do with these new pipes, and new economy that's built on them that results in financial products that we couldn't imagine at the outset of the infrastructure. That's what I'm most excited about.
In terms of investing in the space, what I look for is: protocols, marketplaces, financial infrastructure that's general enough to serve those new use-cases when they come." (43.57)
"Ownership is a design space that new product-thinkers can explore. Where ownership can be manifested in economics terms, governance terms, new forms of social capital.
What interests me most are product-driven founders that understand that intuitively, and are making ownership a keystone of their product experience." (47.16)