Web Three

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Zack: Web three operates in some ways like a multi level marketing scheme, yo. These women get a cut of all the proceeds for all the women whom they recruit on t the platform. And so ultimately you end up in this weird, perverse incentive where your goal maybe as much as it is to produce content for the nakitas of the world is also who actually gets more nikitas to sign up and create their own content for their legion of egirls. But one of the things that i think is interesting is there's clearly, so they're talking about a spack. They've been all over the news, but rather than run a traditional ipo process, what what

(00:20) NFT LA and Nikita’s parties

(01:50) Onlyfans ideal for SPAC which surprisingly isn’t a sex thing

(15:40) Twilio programmers great at programming, terrible at insider trading

(25:20) Ryan Breslow exclusive interview

(30:57) How Ryan got good at Twitter

(33:34) Is the Silicon Mob real??

(38:40) Why one-click checkout is impossible to explain but very cool

(44:11) Is blocking competition conspiracy or just good strategy

(49:57) Surprising controversy over early exercise options loans

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

REFERENCE LINKS:
Onlyfans can't find investors: https://www.axios.com/onlyfans-investors-struggle-9cc92523-6607-40ad-9893-4175e7966b52.html
Twilio insider trading: https://www.cnbc.com/2022/03/28/sec-charges-twilio-engineers-with-insider-trading-.html
Stripe / YC Mob thread: https://twitter.com/theryanking/status/1485784823641755648?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
RB - Meditation tweet:
https://twitter.com/theryanking/status/1501953781046689801?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
NB response tweet: https://twitter.com/nikitabier/status/1501991588246917130?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
RB – Stock options tweet:
https://twitter.com/theryanking/status/1493390167461224451?s=20&t=bvE0FGOApel_hUwqVdwU7A
LB – Stock options tweet:
https://twitter.com/loganbartlett/status/1503893316710146053?s=20&t=6s6MaxQikG6l76htdBlEKQ

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.