Tom Tunguz

JANUARY 4, 2022

L1s or blockchains, the public databases that record transactions, dominate the revenue share across the top projects producing 78% of revenue. A year from now, I expect significant changes in these data points. The data in this ecosystem is quite early. Exchanges place second. Right behind, NFT exchanges rank third.

Payments 364

Payments Revenue Payment Solutions Blockchain 364

Tom Tunguz

JUNE 22, 2022

There’s no bridge between web2 & web3 data, yet. Attribution will connect ad impressions to on-chain purchases - on-chain data is public, enabling end-to-end cost-per-acquisition (CPA) ads, which maximize the return for Advertisers. Existing marketing technology won’t work for web3.

Blockchain 355

Blockchain Marketing Advertising Government 355

Tom Tunguz

AUGUST 8, 2019

Blockchain - another exponential curve that shows growth from 0 to 200 startups in eight years. Blockchain is clearly the category with the steepest slope. Big Data - largely powered by Hadoop adoption, Big Data’s heyday is yesterday. Overall, the data is consistent with our observations on the ground.

Artificial Intelligence 280

Artificial Intelligence Startup Blockchain Social Media 280

Tom Tunguz

JUNE 7, 2023

Web3 has created novel technologies that custody data, enable faster & more secure ways of moving money, guarantee provenance, & enable proofs of many things (identity, funds, insurance, presence to name a few). The cloud (web2 software & infrastructure) has captured 40%+ of a $1.5t annual spend on software.

Blockchain 310

Blockchain SaaS Scale Cloud 310

Tom Tunguz

APRIL 8, 2023

Blockchains are databases application developers use to build novel user experiences. Just as hundreds of different databases exist in web2, different blockchains have evolved in web3. In September, I published the State of Web3 in Data. Layer 2s (or L2s) like Arbitrum & Optimism, sit atop Ethereum (an L1).

Blockchain 243

Blockchain Application Development User Experience Startup 243

Tom Tunguz

JUNE 16, 2022

Data collectors/sellers would be paid seamlessly with each use. Obstacles exist: Blockchain transaction costs are real, but fees will fall over time. In addition, marrying a wallet with marketing data may be anathema to the prevailing crypto ethos. Questions about regulation also need to be investigated.

Blockchain 263

Blockchain Marketing Government Advertising 263

Tom Tunguz

SEPTEMBER 24, 2024

Like in web2, building an app on a blockchain requires several layers & components. Picking the best of each can be a challenge for a developer. Once the stack is fixed, a developer might want to choose the best database characteristics for an app : lower latency for a game, greater security for a financial exchange.

Blockchain 269

Blockchain Onboarding Development Data 269

Tom Tunguz

AUGUST 29, 2022

But let’s break the data down by category into the top 5 by revenue: L1s (blockchains), DEXs (decentralized exchanges), Credit (lenders), NFT Marketplaces (buy & sell Bored Apes), & Yield Aggregators (systems to maximize interest rates on deposits). There’s none. The correlation asymptotes to zero.

Blockchain 324

Blockchain Revenue Metrics Pricing 324

Tom Tunguz

APRIL 19, 2022

But these networks couldn’t talk to each other in a standardized way - paralleling the limited interoperability of blockchains today. How would they secure data on the wire? Web3 builders are debating their way through this era’s protocol wars, defining the networking stack to connect blockchains.

Blockchain 235

Blockchain Outsourced Development Communication Startup 235

Tom Tunguz

JUNE 13, 2022

Also, web3 user data doesn’t mirror web2 data. Public blockchain data enables look-alike modeling not possible on the web without full credit card or banking data. We need to invent new marketing math. Wallets replace cookies, an improvement for both user and marketer.

Startup 253

Startup Blockchain Banking Advertising 253

IT World

APRIL 4, 2022

The market for patient healthcare data is booming. To that end, blockchain company Equideum Health and Nokia have announced plans build a SaaS-based marketplace where patient information is amassed for sale to researchers. To read this article in full, please click here

Blockchain 87

Blockchain Healthcare Marketplace as a Service Data 87

Tom Tunguz

MAY 19, 2018

New databases like Hadoop, Cassandra, Cockroach/Spanner, Mongo, Blockchain store and retrieve data faster, at larger scale, across geographies or in untrusted environments. Voice isn’t broadly used to input data. Kubernetes, containers, serverless, continuous deployment have transformed software building.

DevOps as a Service 253

DevOps as a Service Blockchain Machine Learning Artificial Intelligence 253

Baremetrics

MARCH 16, 2021

QuikNode is a Miami-based startup powering blockchain applications with lightning fast Ethereum, Bitcoin, Polygon, BSC and xDai nodes. This allows anyone building an app that applies blockchain technology to do so by building directly on top of QuikNode’s globally distributed Web3 infrastructure. Table of Contents.

Blockchain 90

Blockchain Payment Solutions Artificial Intelligence Payment Services 90

Tom Tunguz

DECEMBER 16, 2021

When a user spins up a validator to verify transactions on a blockchain, stresses the testnet and is rewarded with tokens, stakes tokens to generate yield, burns tokens to transact, or receives an airdrop for tweeting, a cryptoco expends tokens to acquire a customer. Until then, buidl and hodl. – Footnotes. [1]

Venture Capital 274

Venture Capital Blockchain Acquisition Benchmarks 274

Tom Tunguz

DECEMBER 28, 2021

Data companies continue to achieve astronomical growth. Software engineering best practices have begun to infuse data: data observability, specialization of different ETL layers, data exploration, and data security all thrived in 2021 and will continue as users stuff more data into databases and data lakehouses.

Scale 275

Scale Blockchain Banking Machine Learning 275

Tom Tunguz

DECEMBER 18, 2018

Blockchain technology finds its second killer application. Data engineering is the new Customer Success. Data engineering, the discipline of moving data well, will have a breakout moment, complete with conferences, thought leaders and a company that becomes the symbol of the category. 2018 Predictions.

Blockchain 208

Blockchain Technical Review Machine Learning Artificial Intelligence 208

Tom Tunguz

JANUARY 3, 2018

Blockchain in the enterprise takes the reign as the buzzword for 2018. In particular, blockchain applications will pop-up in inter-company applications or where network effects are important (payments, security, supply chain). ” Just as those trends have become ubiquitous to be implicit, so will machine learning.

SaaS Payments 203

SaaS Payments Blockchain Scale Machine Learning 203

Buffer Resources

AUGUST 2, 2024

They’re frustrated by being at the mercy of changeable algorithms or having their data sold to the highest bidder. It promises users freedom, privacy, and control of their own data. The advent of blockchain technology and growing disillusionment with traditional social networks have reignited interest in decentralization. 

Social Media 112

Social Media Underperforming Technical Team Government Blockchain 112

SaaStr

JUNE 6, 2024

PAXAFE can ingest and analyze large volumes of data from IoT sensors, PDFs, unstructured log files, etc., At the time, a lot of people were very skeptical because our investment in Chain was the first blockchain investment by any major payments network. and synthesize it in a way that no human can currently do. #2.

Management 293

Management SaaS Payments Scale Venture Capital 293

Tom Tunguz

NOVEMBER 26, 2022

Since data is public on the blockchain, we can estimate the effectiveness of this airdrop. Marketers bet loss-leader campaigns like airdrops generate more revenue than the cost of the campaign. Used “dollar airdrops” PayPal deposited $10 into each new user’s account when registering in their first growth phase.

Blockchain 218

Blockchain PayPal Startup Pricing 218

Tom Tunguz

APRIL 3, 2023

These are the three of the first key thesis areas for Theory : The Decade of Data : We are living in a decade of data. Every company leverages insight from data for competitive advantage. Decentralized Infrastructure as Database : Blockchain technologies invert data ownership by shifting control to the end user.

Blockchain 177

Blockchain Machine Learning Artificial Intelligence Benchmarks 177

Stax

MARCH 6, 2025

The system generates a one-time encrypted code for each transaction, preventing fraudsters from stealing payment data. Near-field communication payments Near-field communication enables devices to interact and transfer data through close-range connections ( not more than 20 centimeters ). Read/write technology. Card emulation.

Payment Methods 88

Payment Methods Payment Services Merchant Services Payment Solutions 88

Sales Hacker

JULY 17, 2024

Annelise Osborne is Chief Business Officer at Kadena, a Layer 1, POW blockchain where she is focused on upgrading finance. Discussed in this Episode: The impact of cryptocurrency market fluctuations on the adoption of blockchain technology. How digital assets and blockchain are upgrading finance and why it matters for businesses.

Finance 119

Finance Blockchain Investment Compensation 119

Tom Tunguz

JANUARY 10, 2018

The technology innovation catalyzed by Bitcoin and Blockchain is creating many multibillion dollar economies quickly. They financed the development and deployment of switches, routers, modems and the installation of copper lines to connect new data centers. The ICO market today bears many similarities to the dotcom era.

Innovation 187

Innovation Blockchain Finance Marketing 187

SaaStock

FEBRUARY 13, 2019

It is based on blockchain and allows businesses to take care of their finances on a number of platforms and in multiple currencies. Near is a platform that provides real-time data on places, people and products. Near works with global brands across 44 countries to deliver processed data that feeds into business decision making.

SaaS Payments 225

SaaS Payments Payment Solutions Merchant Services Payment Methods 225

Tom Tunguz

APRIL 8, 2024

Evan & the Mysten team were instrumental in the creation of Meta’s high-performance blockchain techology before leaving to start Mysten. There are few key ideas Mysten espouses about blockchains that have led to dramatic improvements in performance & usability.

Blockchain 130

Blockchain Outsourced Development Development Data 130

Blulogix

MARCH 27, 2025

Schedule a Demo Today The Challenges of Traditional Billing Many businesses still rely on outdated billing systems that require manual data entry, static pricing models, and inefficient collections processes. AI is addressing these inefficiencies, transforming billing into a data-driven, automated, and predictive process.

Payments 59

Payments AI Search Payment Services SaaS Payments 59

OnStartups

JUNE 7, 2021

I’ve decided I’m going to invest $1 million in BitClout the blockchain-based, crypto-currency powered social network that is all the rage (at least within some circles). I don’t know, but it’s the best implementation I know of a blockchain powered, crypto-based social network. is a decent overview.

Investment 122

Investment Blockchain Startup Innovation 122

Point Nine Land

JUNE 23, 2021

Whilst much of this has been fuelled by speculators and traders, the crypto and blockchain market has much more potential than just enabling users to make a quick buck. Blockchain is enabling the creation of a host of new financial applications and is opening up access to financial markets that were previously closed off to the masses.

Data 72

Data Blockchain Scale Banking 72

Andreessen Horowitz

MARCH 31, 2022

But … The post The NFT Mint ‘Sweet Spot’: Data on Early Decisions appeared first on Andreessen Horowitz. The technology, which has several applications, allows creators to appeal directly to fans for patronage — without having to rely only on extractive, ad-based, centralized platforms as intermediaries.

Data 143

Data Technology Blockchain 143

Neil Patel

SEPTEMBER 13, 2021

“The Social Dilemma” is a feature-length documentary exploring the fundamental questions of social media, who owns our online identity, and the consequences of living in a world where data is currency. The series also covers the Cambridge Analytica scandal and the Facebook data breach. FYRE: The Greatest Party That Never Happened.

Social Media 142

Social Media Technical Review Technology Blockchain 142

Sales Hacker

DECEMBER 17, 2024

And when you look at the data and the ones that have gone well and not as well, all these founders have lived or earned operating experience in a given sector, in a given category. And we have, through extensive research and data, decided this is actually the best way to do something and the fastest path to the result.

Scale 98

Scale Engineering Acquisition Scaling 98

Panintelligence

SEPTEMBER 10, 2024

Key takeaways An overview of blockchain technology and its transformative potential in the insurance industry. The role of blockchain in enhancing data security, preventing fraud, and improving operational efficiency. Blockchain is poised to revolutionize the insurance industry. What is blockchain in insurance?

Blockchain 40

Blockchain Payments Payment Services Payment Solutions 40

SaaStock

MARCH 8, 2019

It’s a FinTech startup that pioneers the cash-in cash-out blockchain remittances and allows users with no knowledge in the cryptocurrencies to join its decentralized network. It is full-service agile software development, UI/UX and data science consulting firm with offices in Hong Kong, Singapore, and San Francisco. Maxine’s passion?

VP of Engineering 264

VP of Engineering CTO Coach Venture Capital SaaS 264

USIO

AUGUST 15, 2024

Emerging technologies like AI, blockchain, and advanced cybersecurity measures are reshaping how transactions are processed. Security Vulnerabilities Data breaches and cyber-attacks are growing threats in the payments industry. Technological Stagnation The payments industry thrives on innovation.

Payment Services 130

Payment Services Payment Solutions Technical Review Blockchain 130

OnStartups

APRIL 1, 2021

Me : It’s a new social networking site built on the blockchain that allows you to invest in (buy shares) in people on the site. To me, BitClout is less about the buying/selling shares in people, but what has me excited about the potential is that it’s the first real social platform that is powered by the blockchain and cryptocurrency.

Blockchain 125

Blockchain Entertainment Investment Pricing 125

The Marketing & Growth Hacking Publication

MARCH 27, 2019

As quoted by Don & Alex Tapscott, authors of Blockchain Revolution (2016), “The blockchain is an incorruptible digital ledger of economic transactions that can be programmed to record not just financial transactions but virtually everything of value.” As blockchain is shared, it also offers transparency.

Blockchain 40

Blockchain Technical Review Technology Growth Hacking 40