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A map of opportunities in the AI agent space
A preliminary thesis mapping out the problem space and investment opportunities related to AI agents across the technology stack.
Mar 18
•
Shannon Low
3
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A map of opportunities in the AI agent space
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December 2023
How Blockchain can Revolutionise the Music Industry
An investment thesis for blockchain and music.
Dec 3, 2023
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Shannon Low
1
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How Blockchain can Revolutionise the Music Industry
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November 2023
GPT as the Next Major Platform: From Apps to AI Agents
OpenAI unveiled some exciting plans this week at their first DevDay, but what most caught my attention was the advent of GPT as a platform for third…
Nov 10, 2023
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Shannon Low
4
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GPT as the Next Major Platform: From Apps to AI Agents
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September 2023
The Role and Impact of Behavioural Economics in Token Incentive Networks
If humans don't always make rational or optimal decisions, can token incentive networks still work? Or will it all end in tears?
Sep 6, 2023
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Shannon Low
2
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The Role and Impact of Behavioural Economics in Token Incentive Networks
shannonlow.substack.com
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July 2023
Blueprint for a compelling web3 open social protocol or platform
We're still hunting for that unicorn.
Jul 5, 2023
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Shannon Low
2
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Blueprint for a compelling web3 open social protocol or platform
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June 2023
Is the web3 wallet space still winnable?
A short thesis on account abstraction and smart contract wallets
Jun 6, 2023
•
Shannon Low
and
Paul Joe
4
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Is the web3 wallet space still winnable?
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April 2023
Investment themes in web3 games
An updated investment thesis for web3 games, covering potential investible propositions across the web3 games value chain
Apr 11, 2023
•
Shannon Low
3
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Investment themes in web3 games
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Early investment themes in web3 social
With the web2 social space spanning across categories such as social networks (Facebook), video sharing (YouTube), photo sharing (Instagram), community…
Apr 3, 2023
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Shannon Low
1
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Early investment themes in web3 social
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February 2023
Could web3 open social protocols change the landscape of social media platforms?
Clue: Privacy is still a missing piece in the infrastructure for portable user-owned data
Feb 15, 2023
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Shannon Low
1
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Could web3 open social protocols change the landscape of social media platforms?
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December 2022
Web3 game design patterns and early best practices
What we've learnt from the experiments and failures of earlier web3 games
Dec 19, 2022
•
Shannon Low
5
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Web3 game design patterns and early best practices
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Token value accrual mechanics and the trouble with governance tokens
Are governance tokens suitable for investment?
Dec 9, 2022
•
Shannon Low
and
Paul Joe
4
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Token value accrual mechanics and the trouble with governance tokens
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October 2022
Models for inherent value and value extraction in CC0 NFTs
A detailed look at a curious movement and community sitting in a quiet corner of web3.
Oct 14, 2022
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Shannon Low
1
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Models for inherent value and value extraction in CC0 NFTs
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