Discord - The Most Rare Asset, Attention

Imagine a place...    

• Built for gamers
• Home to everyone playing the Great Online Game
• Has 150 million MAUs
• Generates $130 million in revenue
• Is a web3 sleeper

This week, I teamed up with Mario Gabriele of The Generalist to tell Discord's story. You can read the full piece here. 

We cover:

• The circular origin story. Discord’s lore involves more headfakes and false starts than almost any other business.
• A dizzying product. Discord can be hard to understand, especially for aged millennials like Packy and me. We do our best to dissect the chaos of Discord’s chat.
• A forking user base. Though it began as a tool for gamers, Discord is now widely used. We’ll talk about its primary constituencies.
• Slow monetization. While it has grown rapidly, Discord’s been conservative when it comes to extracting money from users.
• The web3 opportunity. Discord has become the platform-of-choice for web3 entities, but it doesn’t seem to have totally won over hearts and minds. The company needs to capitalize on its lead and protect its positioning. We have some ideas.
• The Great Online Game. How Discord has become the home for those learning, living, and winning on the internet.