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The Future of Blockchain Data : Our Investment in Allium

Tom Tunguz

Large scale ETL (extract, transform, load) processes are a critical part of any data pipeline. In the world of blockchain, these processes are even more complex. How does a web3 analyst or product manager or consumer make sense of data at scale? In web3, any programmer can create transactions & inject meaning into fields.

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What Does AirBnB's 'Shares for Hosts' Idea Imply for Blockchain?

Tom Tunguz

And the Blockchain is here. Network effect businesses, those like AirBnB and Facebook, face a theoretical risk from blockchain startups. Blockchain technology incentivizes network participants. The user benefits as the network scales. The SEC is actively investigating ways to provide main street with access to startups.

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Partnering with Mysten Labs to Build Foundational Infrastructure for Web3

Tom Tunguz

This team is responsible for developing Facebook’s blockchain (Diem) and the Move programming language, two fundamental projects within the ecosystem. Mysten aims to solve the scaling challenges for core crypto infrastructure in two ways. In addition, crypto programming languages aren’t safe enough to prevent attacks.

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Web3 in SaaS Clothing

Tom Tunguz

But web3-to-web2 sales must be the future for companies to scale. In that transition, web3 software & infrastructure companies will shed their language of wallets, blockchains, & tokens for terms most buyers understand : accounts, databases, & credits.

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GTM 126: Reverse Engineering the Founder Journey: From Scaling Twitter Ads to $650M, 20 Years Operating, and a Webflow Acquisition | Guy Yalif

Sales Hacker

Building ‘opinionated products’ and the importance of customer intimacy Lessons learned from scaling Twitter’s ad business from zero to $650 million in three years. 15:41) Scaling Twitter’s ad business and managing hyper-growth. (26:54) Has the org scaled? Guy Yalif: [4:45] Then totally.

Scale 102
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The Most Profitable Software Company in Q1 2024

Tom Tunguz

The chart above shows both the historical performance & also explains how web3 blockchains like Ethereum generate revenue & profits. Note the profit scale in the chart above is logarithmic. But Ethereum demonstrates the compelling value that web3 blockchains can create. Company Market Cap Multiple Ethereum 360b 1.0x

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Blockchain Networks and the Human Factor: How to Know Whether They’re Accessible

Andreessen Horowitz

As blockchain technology rapidly gains the attention of a mass audience, the conversation is still centered solely around technical topics related to the scalability of a network — transactions per second, latency, and throughput, for example.