Investing in Disruptive Tech Networks: Founder Vision and Unit Economics

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Exploring the criteria for investing in deep tech networks, focusing on the importance of founder vision and understanding unit economics. The chapter discusses innovative projects in the DePIN sector like Akash, Andrina, and Nash, highlighting their unique features and strong leadership.

Today Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as we breakdown the past, present, and future of decentralized physical infrastructure—enjoy!

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00) Introduction

(02:19) Why EV3 focuses on DePIN

(05:34) DePIN’s developments

(11:22) The future of UBI & DePIN node operators

(13:38) DePIN categories

(20:22) DePIN network unit economics

(30:15) Bandwidth vs compute providers

(33:25) EV3’s DePIN market research approach

(36:37) EV3’s North Star

(40:40) 2024’s leading DePIN projects

(44:29) DePIN’s marketshare

(48:20) Outro

Twitter accounts:

Jason Choi’s Twitter:

https://twitter.com/mrjasonchoi

Mahesh Ramakrishnan's Twitter:

https://twitter.com/moneromahesh

Episode content links:

https://depin.ninja/

Blockcrunch VIP:

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Blockcrunch Twitter:

https://twitter.com/theBlockcrunch

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