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The Internet is Closed for Business
A use case of Google and YouTube building a private Internet
Jul 8
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Timbo
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The Internet is Closed for Business
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Protocol Strategy
Why Product Strategy is already hard and critical in protocol-land
Jul 1
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Timbo
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Protocol Strategy
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May 2025
Unlocking Platforms - AWS and Crypto
A product view on what it takes to launch a disruptive platform
May 9
•
Timbo
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Unlocking Platforms - AWS and Crypto
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April 2025
The Secret to Scaling Developer Platforms
Apple, Microsoft and Facebook Did This. What Can Web3 Take From This?
Apr 29
•
Timbo
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The Secret to Scaling Developer Platforms
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Why did AWS win (up till now)?
A thought exercise for web3 DePin providers
Apr 28
•
Timbo
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Why did AWS win (up till now)?
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January 2025
Web3's Marketing vs. Product GTM Blindspot
The evolution of what drives growth and adoption for web3
Jan 31
•
Timbo
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Web3's Marketing vs. Product GTM Blindspot
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Do all L1 and L2 roads lead to modular AppChains?
Part I: Making sense of the Layers to understand who will win and why
Jan 30
•
Timbo
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Do all L1 and L2 roads lead to modular AppChains?
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Memes, Names, and Schelling Point Brands
Why names at not important but very important for start-ups
Jan 15
•
Timbo
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Memes, Names, and Schelling Point Brands
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Coase, Theory of the Firm, and Agents in Crypto
The unbundling of the firm
Jan 15
•
Timbo
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Coase, Theory of the Firm, and Agents in Crypto
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December 2024
Money as Protocol, Product, and Asset
A Product Management Approach to Stablecoins
Dec 31, 2024
•
Timbo
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Money as Protocol, Product, and Asset
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Flywheels for Protocol Demand
Flywheels and network effects are considered key to the success of many web2 technologies giants.
Dec 16, 2024
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Timbo
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Flywheels for Protocol Demand
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Stablecoins part 2 - rise and fall in credit
To help better understand how the landscape in stablecoins might shake out, I did a deep dive via Perplexity (which itself has changed the name of the…
Dec 8, 2024
•
Timbo
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Stablecoins part 2 - rise and fall in credit
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