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the sandbox

covid pandemicidentity and privacyphilosophy
·Mar. 30, 2020

Creativity and courage are the vaccine — from molecular technology, to digital workspaces, to solving for global health data

This week, we look at what positive innovations could arise from the pressure cooker of the pandemic. I touch on health care data and privacy, molecular technology, digital work- and play-spaces, and their financial implications. Channeled productively, the next decade could see advances in these fields that we can't yet imagine.

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metaverse
Fintech
·Nov. 22, 2022

Why metaverses are more than legless avatars

The memes and trivial announcements surrounding metaverses hide their true potential. Financial services could be fundamental.
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big techcentral bank / CBDCdecentralized financeMetaverse / xRNFTs and digital objects
·Nov. 3, 2021

Why Facebook is domain squatting on the Metaverse

We discuss the Facebook pivot into the metaverse and its rebrand into Meta. Our analysis touches on the competitive pressures faced by the company from big tech players, other ecosystem builders, and limits to growth for a $1 trillion business that likely motivated this refocus. We further dive into network effects around platforms, and why super apps and financial features are attractive, and how owning the hardware is a required defensive strategy. Lastly, we discuss these development through the crypto and Web3 lens, deeply disappointed with Facebook trying to domain park a generational opportunity with a centralized solution.

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