Web 2.0
3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 7, 2025 by Adam D'Angelo · across every show →
Everything said about Web 2.0, oldest first
Nov 7, 2025 positive
Adam D'Angelo: Subscriptions allow AI startups to monetize immediately without scale
“Like you couldn't build a good ad business until you got to 1,000,010 of millions of users. And now with subscriptions, you can just charge right away. I think especially thanks to things like Stripe that are making it easier. And so that, that, that's also ma…”
Nov 7, 2025 positive
Adam D'Angelo: Network effects play a smaller role in AI than Web 2.0
“I think network effects are playing much less of a role now than they did in the web two era also, and that, that makes it easier for competitors to get started. There's still a scale advantage because, you know, if you have more users, you can get more data. …”
Aug 26, 2026 neutral
Acharya: Consumer AI resembles Web 2.0 distribution, not mobile app stores
“There's no app store for AI. So this actual product cycle for consumer looks more like Web two point O, where you have to kind of build the channel alongside the product and less like mobile, where you actually have the central point of distribution for the en…”