I just listened to this podcast with Marc Andreessen, Chris Dixon, and Benedict Evans. And since the post I was going to write today is now delayed until tomorrow, I will simply run the podcast as my post of the day. Lot’s of great stuff in here. I particularly liked the bit (about 17.5 mins in) where Marc says “there’s no public market bet on bitcoin, there’s no public market bet on crowdfunding, etc, etc”. We’ve got those bets and I hope we can share them with the public markets someday
