Thread by @Suhail

1/ I think about this a lot: “I think the world is so big that you can have many simultaneous network effects, each of which is huge.”

I think we will continue to see huge companies for previously niche seeming markets and companies who owned entire markets, cease to.

2/ For instance: you can have centralized & decentralized software—even if one is inferior in certain ways. Browsers can focus on different segments (consumers vs workers). Premium vs mass consumer software.

3/ The last few decades of software have made us think that there’s only 1-2 winners which was more the case when the Internet was smaller but this new decade may require less zero sum thinking amongst competitors.

4/ Consider the difference of how many people there are now online:

1995: 16M
2000: 361M
2009: 1.6B
2021: 5.1B