10 million just for a traffic disk, I really can't hold back
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Open-source solutions anyone can scrape, the key is still retention
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Without a moat these days, it's just waiting to die
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Million-dollar funding lives better? So why raise 10 million then
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Web3 is like this, feature homogenization is too severe
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Feels like just paying a premium for user base, product quality is so-so
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Whitebox open-source for free, how can it compete with 10x funded competitors
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Competitors have more complete features and cheaper prices, this valuation is a bit ridiculous
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Ecosystem stickiness > feature innovation, is this Web3's destiny
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DarkPoolWatcher
· 01-11 16:01
It's just overvaluation, right? 10 million thrown in just buys a famous name
Open-source solutions can be used freely, products with similar functionality at million-level valuations are thriving just fine, what does that prove? It proves this money isn't being spent on the product
This is how Web3 is, there's no real moat, everything comes down to user retention, everything else is just bubbles
Ironically, the ones that raised the most funding are the most dangerous, once users start leaving it's game over
ある有名なアプリは1000万の評価額で10%の株式を資金調達したが、この資金は製品力ではなく、トラフィックとユーザーベースに投資されている可能性が高い。同じような機能を持つ競合製品は、資金調達の評価額は百万単位に過ぎないが、それでも十分に繁栄している。重要な問題は、業界の一部の開発者がオープンソースのソリューションを手軽に使ってカスタマイズされた無料バージョンを作れるため、実際に価値があるのはユーザーの定着とエコシステムの粘着性だけになってしまうことだ。別の角度から見ると、これはまさにWeb3製品の競争の厳しい現実を示している：護城河のない機能革新には、プレミアムの余地が非常に限られている。