Microsoft
What is microsoft's AI+Web3 strategy?
What did they learn from anti-trust, that will influence their strategy this time round?
Data Assets
Data is the new oil, some data is much more valuable than most.
All integrated with Azure which arguably has the best DX for orchestrating cloud infrastructure.
Phone
If Microsoft now created a phone they would not be disrupting their own app markets as per Google and Apple who are wrestling with the innovator's dilemma.
Strategy would breaking the monopoly of app stores and current barriers to entry for Dapps devs.
- Wallets are critical to proof of identity
- AI coach in your pocket, on your wrist
- Smart Wallets need better Security UX that integrated hardware and provides
- Community messaging is key to building crypto ecosystems.
- Web3 better suited to mobile style gaming.
Sam Altman is co-founder of WorldCoin, a hard-wallet identity solution with engineers that worked on iphone and Oculus hardware.
Partnerships
AI
Blockchain
Links
Questions
What is the most important question this topic raises that current discourse tends to avoid or understate?
- Which assumption in the standard framing of this topic is most likely to be wrong in a 5-year horizon?
- How does the DePIN or agent-native lens change what matters most about this topic?
- Which first principle, if violated, would make the analysis of this topic fundamentally incorrect?