There has been a lot of talk about the modular chain and rollup narrative lately, but I’d argue that people have had an overly optimistic outlook about it.

In my recent piece Software is Eating the Web3 World, I introduced my investment thesis on web3 SaaS:

Is anyone else over the doom and gloom on web3 and VC Twitter these days?

As an investor diving deeper into web3, I’m of course bullish and excited about its massive potential. But in some ways, it feels like us early adopters are taking a blind eye and diving headfirst into web3 and decentralization, choosing only to see the positives without critically analyzing the negatives. This is scary and dangerous.

Most people think it’s pretty random that I transitioned careers from entertainment to VC. \[Prior to VC, I worked at a talent agency and then on digital strategy for a TV network.] But if you dig below the surface, there are actually a lot of parallels between the industries of entertainment and tech, and specifically between the roles of talent agents and VCs -- who have been influential behind-the-scenes in the making of the biggest films, TV shows, albums, and companies of our lifetimes.