1/ The minimum viable thesis (MVT) is the precursor to the minimum viable product (MVP). Understanding your customer's MVT is at the core of technology adoption.
A thread. 2/ This a concept that was first inspired by conversations with @infoarbitrage while we were going through @techstars He was the first investor that had a questionnaire to drive a rigorous thesis framework.

1/ Break up big tech was a fringe position. This is no longer true. Why decentralization and incentives matter. A Thread. 2/ In economics, you are taught that monopolies are bad and that competition creates more efficient outcomes. Even the threat of competition can result in similar types of allocations that can improve consumer welfare.