nick tang

Be ready to see a cambrian explosion of verticalized apps on web3 rails 🏗️

Asia birthed giant super apps like WeChat and Grab, but the next wave of winners will initially wedge into niches 🎯 and scale vertically through DeFi 💰 + verifiable data 📊. Let me explain why 🧵

Every Model Everywhere All at Once

Intelligence is becoming abundant. Control is not

The race is no longer for the best model. It's for who controls the compute, data, routing, and keys

ft. @foresightinst @allisondman @chamath @socialcapital @liamihorne @rauchg

FWA is one of the more interesting recent web3 experiments. h/t
@Rhynotic / @token_works for shipping $FWA

Since 7/20 launch:
6,200 NFTs
14.5K ETH (~$27M) volume
$10M fees
$2.8M revenue

Post-hype, last 7D still hit $502K fees & $260K rev

v1 proved it. v2 should expand IRL 🧵

The Silo Next Door

Apple TV’s Silo is the perfect metaphor for the next AI bottleneck - the most valuable knowledge is locked inside company walls, failed experiments, and physical environments

ft @willdepue @Jun__Yoo @FourPillarsFP @thinkymachines @alfongj @deedydas

Project Hail Human: a rescue mission for human agency is underway

What happens when agents become the new browsers, reputation becomes the new brand, and will humans own the stack underneath or get owned by it?

ft @ccatalini @xianghui90 @wu_jane @mignano @paulg @Pontifex