Sublime

Agora is an API-first business, which means it grows in two ways:

Social Will Go Local

Packy is a better investor because of his writing, and he’s a better writer because of his investing.

It is still incredibly early. Instead of thinking of crypto as a full-fledged product, think of it as a new set of tools engineers and entrepreneurs can use to build. Just as the internet in the late ‘90s was engineering-heavy and design-light, crypto thus far has focused too much on the technology and not enough on the user experience, too much on... See more

In the same way the internet was a democratizing force that gave everyone in the world the ability to easily create and share information, the next step is to give everyone in the world the ability to easily create and share value.

“There’s an app for that” is now “there’s an API for that.”

Given that Aggregators have already staked claims in each of the largest consumer spend categories, we are unlikely to see the rise of new dominant Aggregators.