network effects
4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 18, 2021 by Kyle Samani · across every show →
Everything said about network effects, oldest first
Nov 18, 2021 negative
Jan 24, 2022 positive
Grinda: Investors underestimate marketplace network effects due to linear thinking
“The network effects are so powerful that it leads to exponential growth, and humans don't really think very effectively in terms of exponential terms, and they don't realize that when you have 50% compounding year over year, it ends up to lead to very big numb…”
Jun 27, 2022
Jun 27, 2022 bullish
Dixon: Web3 services will not have dominant network effects locking users in
“In the case of Web three, the network is owned by the community yet. I think you'll have big services. We'll hopefully invest in some of them, but they won't have the dominant network effects that lock you in and users will have a choice. Users can exit.”