Over the past years, there's been a very heavy amount of criticism thrown at both Ava Labs and the Foundation.
My ideas might not be worth sharing here - idk yet, but I decided recently that instead of complaining, I would do a very deep dive into "what would I do if I were actually the CEO of Ava Labs"?
To be clear, I am treating this like a serious research project. I wanted to really play the scenario out and try to understand what moves would actually make sense.
This led me down a deep rabbit hole exploring:
- different verticals quite extensively
- what things are likely to have PMF over what timeframe
- what verticals have real problems that can be solved with the technology we have today
- what are future opportunities, and what timeframe is likely for us to realize revenue
- how much would companies and institutions likely pay for these things, and what monetization models work best for what verticals
- based on those hypotheses, how should we allocate resources
- what ARR projections can we come up with for the next 3 years
- etc
After doing this, I have a lot more clarity about my opinions, but it also forced me to think about what I am doing personally.
The opportunity with the @avax architecture is actually immense, but I don't think that many people have successfully capitalized on it yet.
For example, I think $JUICY is actually a prototype of something significantly larger that we can accomplish if we set our targets higher.
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