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StorySherpa: Opening the Web

StorySherpa: Opening the Web
By Yury Molodtsov • Issue #68 • View online
Twitter wants to build Mastodon

Twitter to Build Decentralized Social Network
jack 🌍🌏🌎
Twitter is funding a small independent team of up to five open source architects, engineers, and designers to develop an open and decentralized standard for social media. The goal is for Twitter to ultimately be a client of this standard. 🧵
“Link In Bio” is a slow knife
Magic Leap’s next-generation headset is reportedly ‘years away from launch’
Julia Reda – France proposes upload filter law, “forgets” user rights
DTC Metrics, Explained
SMS Replacement is Exposing Users to Text, Call Interception Thanks to Sloppy Telecos
A thread about the margins in the enterprise software industry. We’re used to talking about 70-80% margins – that’s what makes tech businesses so valuable.
But a lot of newer companies have drastically lower margins and it’s important to know the difference.
0/ Is there an Enterprise Margin Crisis? It's not uncommon to see software startups with surprisingly low margins (30-40%). We believe there is a broader trend going on here, which I explore in this thread.
Just a couple of words from the founder of Slack (that raised $1.4Bn in venture funding).
Stewart Butterfield
Do VCs actually help?

Lemme tell you: more than 10 years after @pmarca & @bhorowitz first invested in the seed for Tiny Speck (the company that became Slack), 9+ years after they rolled their angel investment into the new @a16z and invested in our Series A … (1/4)
Andrew Chen on what to look in a successful marketplace business.
Andrew Chen
When analyzing a marketplace co:
- look at retention (is it sticky? Yearly >50%?) and acq (scalable? Low paid % and fast CAC payback <6m?)
- analyze each side of the market separately
- one side (usually sellers) has to be sticky. Or both. Not neither
- is top line 3x YoY?
We see an increasing interest towards social applications. From Cocoon to a number of companies we can’t talk about yet. And a lot of smart people finally thinking about what could replace Facebook.
Greg Isenberg
The future of social is:

- Paid
- Centered around vertical communities
- Feels like a game
- Completely new ways of discovering content
- Non-broadcast model
- Has a virtual economy
- Shopping is a key part of it
- Eventually has a physical component
Did you enjoy this issue?
Yury Molodtsov

I'm an Investor at Day One Ventures, a venture capital firm that invests in tech startups and leads their communications.

Here I look at tech news I find important and the future they might lead us.

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