4019
Lata
@lata #4019
investor @fabric-vc (/opencontributors)+ /socialgraphvc
core team @she256
1439 Follower 749 Following
laura reily just launched her interior design vertical (Rooms) and I'm not a member of any of the right channels to discuss this 🥲
reminder that even tho BeReal had 21.6m daus in July 2022 it struggled to ever get more than 2mins / DAU
building in social is hard
building in social is hard
curious to see if token M&A deals take off, lots of complexity with liquid vs treasury purchase, token mergers, governance but could be interesting what transaction structures emerge
https://medium.com/mysofinance/enzyme-commits-to-acquiring-majority-stake-in-myso-finance-to-accelerate-growth-in-on-chain-a5632bfa82e8
https://medium.com/mysofinance/enzyme-commits-to-acquiring-majority-stake-in-myso-finance-to-accelerate-growth-in-on-chain-a5632bfa82e8
we last published our token framework in 2017 - what should we add/change for the revamp? 👀
grateful to AI art for teaching me large commercial models are only one kind of AI + only a few years old
the reality of all the investor round ups from token2049/breakpoint https://x.com/tomhschmidt/status/1838252898490142726
being early is only valuable if someone is willing to be late
Insane to see crypto bros on podcasts discussing how to onboard women onchain instead of just asking a woman....
Unsurprisingly the takes are mid at best
Unsurprisingly the takes are mid at best
Reddit making $281m revenue (53% YoY increase) in Q2’24 but posting a net loss of $10m is the Web2 equivalent of $700m projects turning on fee switches that drive $2.5m/yr
Everything is overvalued
Everything is overvalued
turns out https://notebooklm.google.com/?pli=1 is great for turning blogposts into a podcast
next level is using 11labs to create an interview with the author👀
next level is using 11labs to create an interview with the author👀
would love to see other shorts/reels/tiktoks that aged as badly as this
https://www.youtube.com/shorts/zpA5nVBZocI?app=desktop
https://www.youtube.com/shorts/zpA5nVBZocI?app=desktop
someone build a food delivery service where in exchange for the food i get, I can give the driver my packages i need to return plsssss
Sorare was the first deal I worked on when I joined Fabric, not a team with huge consumer crypto mindshare but they be shipping https://x.com/sorare/status/1833454299235365265?s=46&t=MdS-bgfZcGPm_jffTIVgbg
there are so many things cooking over here👩🍳 👩🍳
we love to see it
always fun to reflect our 2017 thesis and see what's played out/what hasn't, ngl wasn't as cool to be repping the crypto x ai thesis in 2021
https://medium.com/fabric-ventures/the-fabric-ventures-investment-thesis-6cd08684b467
https://medium.com/fabric-ventures/the-fabric-ventures-investment-thesis-6cd08684b467
the girls ate and the tunnel walk is the new catwalk so here is a thread of my fav fits so far
damn i am SO HERE for the wnba fashion 🤩🤩
the bell for the gold medallists at the Stade de France is going into the Notre Dame that's SO COOL
https://x.com/NBCOlympics/status/1822471703684890954
https://x.com/NBCOlympics/status/1822471703684890954
Michael Johnson is such an elite commentator for athletics
Later stage companies must navigate a different idea maze to earlier companies: how to sustain explosive growth and monetisation post PMF
Nice piece on how Duolingo tackled increasing DAU - both their decision framework & model as well as the mistakes trying to steal ideas from other successful companies
Nice piece on how Duolingo tackled increasing DAU - both their decision framework & model as well as the mistakes trying to steal ideas from other successful companies
Stoked to continue backing Cartridge as they build the best ecosystem for building provable onchain games and autonomous worlds!
When we first met Tarrence in 2022, the Web3 gaming narrative focused largely on “Web2.5 games” and the Cartridge vision was a bold one of putting entire games onchain. The team have pioneered the technical innovation necessary for truly onchain games with their Dojo stack + built a vibrant & growing ecosystem of 20+ studios
Excited to watch them showcase what's possible when you unlock enough verifiable compute to power the demanding use case: gaming
see more here: https://x.com/cartridge_gg/status/1820450017263620157
When we first met Tarrence in 2022, the Web3 gaming narrative focused largely on “Web2.5 games” and the Cartridge vision was a bold one of putting entire games onchain. The team have pioneered the technical innovation necessary for truly onchain games with their Dojo stack + built a vibrant & growing ecosystem of 20+ studios
Excited to watch them showcase what's possible when you unlock enough verifiable compute to power the demanding use case: gaming
see more here: https://x.com/cartridge_gg/status/1820450017263620157
join us and the UK Web3 community to spread awareness on the potential of crypto + open up convos with the UK government on policy and legislation https://ukstandwithcrypto.deform.cc/signup/?utm_source=fabricventures&utm_medium=signup