David’s Mind
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The end of the eyeball economy

For much of my lifetime, the internet has been the foundation upon which an extraordinary amount of economic value has been created. The commercial internet took shape in the 1990s, ushering in a period of technological and economic transformation unlike anything we’d experienced before. Entire industries emerged, fortunes were

01 Nov 2026

Blockchain as the everything ledger

Blockchain as the Everything Ledger I increasingly think blockchain may end up mattering for a reason that has very little to do with convincing humans to use crypto. For years, the industry has asked some version of the same question: why would an ordinary person put something onchain when a

04 Oct 2026

The reward for being early

I’ve spent a lot of my career frustrated that other people couldn’t see things as quickly as I thought I could. I’m starting to wonder if that was unfair. I was early on generative AI. Not absurdly early, but early enough that I remember trying to explain

04 Oct 2026
Why I’m writing this down

Why I’m writing this down

I’ve been thinking for a while that I should write more of my thoughts down. Not because I think everything I think is particularly important. And not because I want to become a writer or build a personal brand. I just increasingly feel like I’m living through a

19 Sep 2026
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