"I believe we are going to see the opposite of the context collapse of the internet today. I call it identity dispersion, where individuals control the creation, separation and unification of their multiple online selves."

"In a presentation first given in 2019, Balaji described the potential for a pseudonymous economy – populated by persistent, non-real names that can accrue reputation, or as he terms it, “social wealth.”"

"if people are protected from these attacks, we would move closer to an idea meritocracy, where people can speak their minds and the best ideas win."

"Individuals will be able to perform valuable knowledge work, even collaborative knowledge work, without exposing our physical appearances, as we increasingly work through multiplayer, web-based productivity and creative tools."

"We will not choose single pseudonyms, but experiment with them and with many communities. Importantly, those marginalized in real life can find communities like themselves."

"Multiple pseudonyms will allow us to be part of different communities that don’t seem consistent. They could let us be our full, multifaceted selves, exposing more ties that bridge seemingly siloed communities today."

"As pseudonyms become more verifiable, they become more valuable. Increasingly, pseudonyms in web3 can verify inventory (money, digital goods) and history (proof of attendance, transactions, content creation). As we do work for organizations and communities under our pseudonyms, they become more valuable."

"pseudonymity somewhat enables the trolls, and this is one of the more important criticisms of a pseudonymous future."

"I’ve recently invested in this trend of end-users becoming increasingly networked into communities, and therefore increasingly powerful."

"The Three Limits of Product-Led Growth"

"1. Failing to Serve Other Masters: PLG companies need to go beyond serving individuals, to serving collaborators, teams, their leaders and companies."

"2. Failure to Segment Customers: PLG companies need to understand and adapt their product to differing needs and buying processes if they want to extend upmarket."

"A Word of Caution: Once You Go Enterprise, You Don’t Come Back"

"3. The Law of Large (Revenue) Numbers: PLG companies need to invest in a portfolio of top-of-funnel strategies to complement organic viral adoption."

"Do Your Recon"

"Start by understanding how different the problem you are solving is across individuals, teams at different levels of scale, leaders, and if applicable other use cases/departments"

"2. Treat Land and Expand Like a User Journey"

"3. Whole-Company Systems Are Hard: Mind the Gaps"

"Functional Scope and Handoffs Between Teams"

"Companies such as Figma, Notion and Datadog are building a new playbook with new kinds of leaders. They work across traditional silos, build trust across functions, and must be incentivized and measured differently."

"Prioritizing Customer Feedback"

"Pricing Tradeoffs"

"There are three conflicts that regularly come up in pricing for product-led growth companies"

"Prosumer vs. business pricing"

"SMB vs. enterprise pricing"

"Pricing for usage expansion vs. revenue capture"

"superusers (creators, administrators), users, and lightweight users or observers."

"Product-Led Growth is Only the Beginning"

"I often hear founders say they’ll hire great sales and marketing people once they “get the product right.” Hiring in GTM is only part of the PLG challenge, which requires system-wide design rather than a sequential handoff."