Profile picture
Anshu Sharma @anshublog
, 7 tweets, 2 min read Read on Twitter
Contrarian Bet: Invest in startups that are building a centralized app

for the best blockchain startup ideas.

Property records, trading data, health records, identity systems, payments, remittances - do it all on an RDBMS.
2: @Nouriel says

marketwatch.com/story/bitcoin-…
3: Goldman Sachs says:

marketwatch.com/story/the-bitc…
4: But what do these sell outs know? The millennials are going to pay off their college loans not by owning Netflix or Apple but...Robinhood!

recode.net/2018/1/25/1693…
5: Don’t buy equity in #1 messenger Whatsapp but do buy usage tokens on Telegram. Tokens with “no purpose”, legally speaking.

wsj.com/articles/chasi…
6: I have spoken thusly.

At this point in the thread, it’s customary to say how much I really love blockchain and it can change the world, and that my views are focused on the 10% that are distracting from our utopian future.

So, I have spake thusly.
7: I do think there are use cases like identity and supply chain that can be solved well with a truly distributed ecosystem enabled by blockchain or something similar. Maybe even a centralized trusted immutable database.

Can’t wait to see it happen - post this hype cycle.
Missing some Tweet in this thread?
You can try to force a refresh.

Like this thread? Get email updates or save it to PDF!

Subscribe to Anshu Sharma
Profile picture

Get real-time email alerts when new unrolls are available from this author!

This content may be removed anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

More from @anshublog see all

Profile picture
NONE of the advice given to founders and the aspiring by certain incubator types and advisors works for people who come from non-privileged backgrounds.

“Be more of yourself and kick ass” only works when that matches the stereotype of a successful elite college kid.
When you make it to where these people started from, the advice works.
For 99% that don’t start out as the 1%, here’s some advice:

- make sure you get your first taste of success. Working at a great (often boring) company can help you get started. If you can get a job at Yahoo of 2003, Google of 2014, Facebook or Salesforce of 2018, take it!
Read 7 tweets
Profile picture
Thomas Kurian is one of the most astute strategists in enterprise today. Congrats to Google for hiring him.

Over 9 years of working for him before going to the other cloud company (Salesforce), here is what I learned from him:
1: Buying the right startup at the right time is the single biggest leverage a software executive can have at a big company. M&A drives 90% of value creation.
2: Value of tuck-in.

While most press pages are spent on big M&A like Red Hat or Peoplesoft, the biggest arbitrage opportunity is buying startups with product-market fit in new markets adjacent to markets you already serve.
Read 10 tweets

Related threads

Profile picture
0/ It's that time again! As always, there's been *plenty* happening in the #crypto/#blockchain space over the past ~24 hours.

And so, I've compiled this thread to help keep you in the know. I hope it can do just that. Now, shall we?
1/ 🤝 Prof. services giant @PwC_China established a joint research initiative with #blockchain research organisation @LoopringOrg [ $LRC ], focusing on decentralized trading protocols designed to promote future #crypto ecosystems. pwchk.com/en/press-room/…
2/ 🇺🇸 The world's largest decentralized lending protocol, #ETHLend, just got *a lot* bigger after the founder of its parent company - @AaveAave - revealed they'd start "allowing US borrowers to borrow cryptocurrencies within ETHLand."

Learn more: blog.ethlend.io/ethlend-open-f…
Read 20 tweets
Profile picture
0/ Another doozy of a thread for you!

The past ~24hrs saw a great many #blockchain projects share development updates and partnership news. Amid this, the #crypto space was ripe with discussion on several topics.

On what, exactly? Well that's for you to find out 😉
1/ 🇺🇸 @AugurProject [ $REP ] - yeah, that #Ethereum-powered decentralized prediction market everyone wrote off post-#mainnet as quickly as @Novogratz revises a #bitcoin price forecast (😘) - well the #USmidterms have seemingly awoken punters from far and wide. Those numbers!
2/ 🔎 @adam3us's leading #bitcoin and #blockchain technology firm @Blockstream announced its new block explorer, blockstream.info.

Now, users can search and view specific data published in real-time to the Bitcoin #blockchain, Bitcoin #testnet and Liquid #sidechain. Neat!
Read 30 tweets
Profile picture
1/ a quick thread on protocols focused on location. location data is leveraged by many consumer services (Google Maps, Uber), but also by military and industrial applications. now teams are #blockchain-ing this data to make it tamper-proof (secure), verifiable, and trustless.
2/ furthermore, new applications like self driving vehicles, AI, and increasingly digitized consumer, industrial, and military services will rely on secure location information services to deliver service. example - in 2012, a military drone was hacked and "stolen" by students...
3/ several projects are working on a new form of consensus called "proof of location" to design new mechanisms for collecting, verifying, storing, and sending data about location to the services and applications that consumer this data. let's dig into proof of location.
Read 11 tweets
Profile picture
Just had quite an interesting experience with @verisart's #blockchain for securing authenticity certificate, provenance, and other metadata around a recent purchase of art that I made, and now have a few thoughts to document for later reflection. 1/
First, while my honest initial impression was "huh, shame that someone's gone and blockchained something as pure as art as part of this DAPP money grab," it is in the end quite nice to have a cert ostensibly locked in, & useful if I ever decide to sell it, give as a gift, etc. 2/
That said, there are some hiccups along the way that need to be kept in mind when trying to convince people to flow with this "Don't want to trust humans? Easy, just trust #blockchain and peripheral technology [that was developed by humans]!" cognitive dissonance. 3/
Read 11 tweets
Profile picture
1/n. McKinsey on #Blockchain's strategic value.

- It doesn't have to be a disintermediator to generate value. This encourages permissioned commercial applications.
- It's short-term value will be predominantly in reducing cost.
- It's 3-5 years away from feasibility at scale.
2/n. Blockchain’s core advantages are decentralization, cryptographic security, transparency, and immutability. It allows information to be verified and value to be exchanged without having to rely on a third-party authority.
3/n. Five common blockchain myths.
Read 22 tweets
Profile picture
Banyak banget yang nanya, ngerjain startup tu asik ya? Gw share dikit ya ilmu gw di per-startup-an selama 13 tahun terakhir. Bakal panjang ya jadi sabar-sabar ngikutinnya
Gw yakin banyak banget di sini yang ngebayangin jadi kaya Mark Zuckerberg gara-gara nonton the social network. Bikin startup tidak seindah itu, apalagi jaman sekarang, PENUH PENDERITAAN. Iya lo ga salah baca. PENUH PENDERITAAN. Tapi bukan berarti ga asik kok sob nanti lo liat
Pengalaman startup pertama gw dimulai tahun 2005. Startup pertama gw adalah sebuat software house. Jaman itu masih ngenes lah. Kenapa ngenes? Itu jamannya masih kalo lo di bidang IT harus bisa jadi superman yang bisa segala macem dan dibayar serendah mungkin
Read 175 tweets

Trending hashtags

#startups #0x #0xInstant #TrezorOne #STO #BUIDL #OpenSea #IoT #passion #AdEx #crypto #Algorand #Zilliqa #bitcoin #Ethereum #UFC232 #GDPR #Stocks #OTC #blockchain #miners #fintech #adaptive #BitcoinCash #cryptocurrency

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member and get exclusive features!

Premium member ($3.00/month or $30.00/year)

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!