Spencer Noon 🕛 (@spencernoon)

even as a numbers guy i strongly agree w/ this

when you’re trying to reach mainstream users, a powerful headline metric that anyone can wrap their heads around is *chefs kiss*

but seeing so many ai folks sling around made up “scores” these days that so few understand

brutal

Adam Delehanty Verified account @adam__xyz 1d

nothing slows down a project's ability to tell its story more than silly convos about data & ROI. content and brand is inevitably a leap of faith. you know that it is working because the best investors, talent and customers line up to work with you. and this is priceless.
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Spencer Noon 🕛 @spencernoon 5d

For $ETH to be the world’s largest asset by mcap someday (not impossible) then we need to prioritize achieving the following —

1. True PMF for L2s - rework product offering and economic terms to win/retain new/existing L2s looking for a base layer

2. Assuage Quantum Fears - AI breaking ECDSA is easily the biggest black swan risk investors are taking about right now

3. Prioritize SOV Adoption - follow the Bitcoin playbook and appreciate economic security is only achieved if $ETH fetches the largest monetary premium in its market

— it’s no longer about attracting a new wave of startup developers anymore.

The immediate future calls for Ethereum core developers becoming best and brightest in the space again.

Nerd snipe them, hire them, align their incentives with comp packages the market commands, retain them, then win.

Georgios Konstantopoulos Verified account @gakonst 5d

it's kind of painful to see the devcon keynote

after almost 10yrs building ethereum's OSS stack, is this what is left? where is the accountability?

how are you going to inspire the next wave of strong devs? not the B players and the rent seekers? in the age of AGI?

come on
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Spencer Noon 🕛 @spencernoon 5d

the coolest part about crypto is that literally anyone can do this exact strategy right now with liquid tokens

Tommy Verified account @Shaughnessy119 5d

Someone will raise a $100M - $1B fund, and buy the secondaries of amazing private AI names during a downtown as angels/tourist funds get scared and will cleanup returns wise
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Spencer Noon 🕛 @spencernoon Nov 1

Any consumer app that relies so much on Google Search has major product issues. Reddit should stop blaming “the algorithm” for all intents and purposes and build a front door that attracts actual users directly, without relying on unaffiliated 3rd parties.

Jake Brukhman Verified account @jbrukh Nov 1

Reddit numbers are plummeting because AI retrieval is eating Google Search and thus the risk of relying on a single traffic channel is playing out.
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Spencer Noon 🕛 @spencernoon Oct 30

BREAKING — for me, that is: #web3 finally has a path to mainstream PMF and a reason to exist commercially at scale. The recent AI-driven cyber events illustrate how the centralized internet is fundamentally broken. This is the first time I’ve ever felt like global adoption was possible. Can’t believe it but this might actually happen.

Robert Leshner Verified account @rleshner Oct 30

Software is going to become less secure, month by month.

At a certain point, we will turn the corner, and new software will be more secure than any written in human history.

But crossing that chasm will suck.
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Spencer Noon 🕛

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