My firm owns a small position in Twitter, and I recently penned a letter to new CEO, Parag Agarwal, that I’m sharing here. A bit of additional commentary on two things before the letter: Twitter is already the preferred public social platform for web3 creators (Discord is the preferred private one). They’ve created that position, intentionally or not, by embracing the biggest trend of the next decade that we’ve talked about here at length —
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