Browser Extensions

“It's a browser extension. Never has really been an attractive investment space.”

“The extension is just weaker. Both in terms of its powers, but also its security model. If it's doing its own secure store for a private key, it's just in a weaker footing than a native app by design.”

“Conversion extremely tough. I put it to you this way. If I was addressing 10,000 people in a room and said, how many people have something, some browser extension for which you could define the product's value proposition as being delivered by the extension? I…”

“People are not really used to paying for extensions. And yeah, it's quite strange because they would pay like nine dollars for Spotify per month, but nine dollars for dark mode, unacceptable.”