Just catching up here. Extremely useful posts IMO.
A couple of quick thoughts:
I had suggested in the context of budgeting that perhaps a shared competitive (Porters 5 forces) landscape would be useful. On the one hand it is yet more work → on the other hand I’ve seen it work to ground some of these sorts of weighty conversations w/ an outside / in perspective. Along the same lines we could have a forecast of a couple of scenarios assuming something like the 2% fee mentioned by Kyle. I hope we don’t loose the value of forecasting which is something I think was great to surface from the recent budgeting post by @safder
Secondly - I think we will see in the analysis (obviously cd be totally wrong) that commentators like TomasZ Tunguz have done that our addressable market is relatively small - we may need to continue to have an effort to green pill as Laura mentions as well. TAM analysis
Again - just 2 quick thoughts. Forecasting might help us make sense out of things and build shared context and secondly, shilling web3 itself may be important for us to hit ambitious goals as well as being an end in itself. I’m not informed enough yet to have a strong opinion on the substance of Kyle’s post including the reorg idea - I personally really like the systems thinking and ambition however I’m also wrestling w/ the pain vs gain trade off…