There it is folks. Proved my point. It's literally never happened Stani's way and yet he insists his way is the only way. I feel so sorry for cheerleading, I feel so sorry for the creators who stick around on this sinking ship. You're being harmed, lied to, and led down a path that won't end well. Fuck off.
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Scalable infrastructure is needed first to build apps. The feedback loop is correct. Build infrastructure, build apps that search for PMF/users. There is no other way around.
Just in case anyone thinks the Lens team actually knows what they’re doing:I had a conversation with ChatGPT the other day. We started by exploring differences between Apple’s and Sony’s strategies for building platforms. Eventually we got here:🧠 What You’re Really Studying:How successful platforms create a compelling user experience — not just open a dev sandbox.You’re absolutely right to question this idea of:
“We’ll just make a protocol/database/blockchain and let others figure it out.”Because history says: that almost never works.So then I asked for examples that DID work, and attached are 5 relevant screenshots from that conversation. Even a standard LLM knows this team is done for.
There’s always an app. Jay was building a protocol for Twitter, then the team separated from Twitter and built their own app. Great interview:https://www.youtube.com/live/B7OwcXCE5Rg?si=4khQ8nvH-ohFhTDV
Apps that won by having the best/most creators:0Apps that won by having the best "community":0Apps that won by making it easier to discover content:GoogleFacebookInstagramTwitterTikTokRedditLinkedInPinterestNetflixAmazonGitHubetc.
Founders feel this in their bones in ways employees on Growth Teams never will:https://youtube.com/shorts/Zu04J51_8fg?si=Ec8pIFUed8oszoETGrowth Teams (and all hired employees) need every breath of wind available at their backs. The odds need to be stacked in their favor at every turn because no one will ever fight as hard as the founder.Strategy matters. Direction matters. Understanding incentives matters.
Question for the HIRED Lens team (remember folks they're not FOUNDERS, they're a hired team):What metrics show the current strategy working?I would LOVE to know what numbers they look at and go "yeah, this is right."You can cancel DWR all you want but that dude is OBSESSED with learning from customer feedback. He doesn't wait for it to randomly show up, he solicits it almost daily.
Lens:A consumer technology company with no app and a hired team which never listens to the customers.
Shit don't change:https://youtube.com/shorts/aIcP6wpRe6I?si=ArXktP0hZGzWp0la
How tf can I disappear for 1.5 years and Hey not only looks almost the EXACT same, but it still has the same trouble displaying portrait-cropped images? Something I complained about since 2022 directly to the team, many, many, many times. It's almost as if no one is actually using this shit.
Lens should’ve built on Base.Lens should build on Base.The Lens team has a very -European- world view and that’s not a compliment.The Internet as you know it is successful because of the US and venture capital. These dynamics have not changed!Building on Base is not just about having the backing of the largest U.S. Crypto company, but it’s also where all the app development is happening. It’s where the onchain AI agents are being built. It’s where the new UX/UI layer is emerging.I’ll say that again. The new UI/UX layer is happening on Base, right now.And instead this team is focusing on…zkSync? Jesus Christ. 🤦♂️Read the fucking room.Adoption matters.