Joel John@joeljohn · 2026/08/27观点输出RT @contextconor: one way you can instantly tell apart people who have built something from those who don’t is that they understand what a…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Joel John@joeljohn · 2026/08/27观点输出@geekLMartinet Both of them birthed and scaled the personal computing market :)
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Joel John@joeljohn · 2026/08/26观点输出@therealturch @sternhenri @segall_max @stripe @privy_io congrats! Also nice display pic change :)
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Joel John@joeljohn · 2026/08/26赛道影响@jayendra_jog @0xNairolf dropped you a dm
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Joel John@joeljohn · 2026/08/26观点输出@echulshin why not just use @LasoFinance
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Joel John@joeljohn · 2026/08/26赛道影响@0xNairolf hyperliquid 🙃
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Joel John@joeljohn · 2026/08/26赛道影响reason why L2s dont have users has nothing to do with building apps or not
it has a lot to do with caring enough about what users want when the work is not glamorous and accepting Ls when responses are subpar
and that "caring enough" does not happen with managing a slop-farm with 50-copy paste apps
the incentive to do that is nil when you can just sell tokens and hop between jobs. l2s often do not have products that "own" something - its the same curse at late stage tech orgs except late stage tech orgs usually built something to get there
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Joel John@joeljohn · 2026/08/26赛道影响In the early 2000s- firms competed to be the home-page for users.
Yahoo, AOL, Microsoft all had widgets and "news" that kept people coming
Today, agents do that - through plugging into your email, socials, news and briefing you. Owning the user when their morning begins is where it's almost always at.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Joel John@joeljohn · 2026/08/26观点输出everything is out to kill you already and you are default dead - why do you want to spend time adding one more person and his group of VCs to that list
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Joel John@joeljohn · 2026/08/26赛道影响i've never seen two startups sling mud at one another and win
the exception is perhaps gates and jobs but the two of them had a deep level of respect for one another and gates did bail out jobs in multiple instances
at pre-seed/seed stages it just feels like misplaced priority
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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