Matt Arderne on benn.substack

Ok interesting, thanks! Very interesting points on the article. What is the VC angle for pushing this narrative? Thin out the crowd? Product - I don't know! Dataform was really good, so much better than dbt Cloud at the time, they got pushed out by dbt, there was no air in the room. I Make the point here a bit. https://substack.com/@groupby1/note/c-39535008 Ecosystem - crypto does seem a great example. Maybe on the extreme end, so much noise clouds out the value creation but I imagine a good few years for that outcome to be proven. Maybe the "constraints lead to creativity" hold true here and my weed analogy doesn't work. Maybe algal bloom is the better one! VC - yes this seems sensible, no Matt Levine quirky second order effects here!