Why Crypto Still Struggles to Capture the Value It Creates | Roundup

Описание: In this episode, we trace how open-source software shaped crypto, why value capture remains hard beyond Layer 1s, how rollups and infrastructure borrowed the wrong mental models, and where AI is forcing a rethink of software business models, incentives, and trust. Enjoy!

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Timestamps
00:00 Introduction
01:49 The Evolution of Software and Open Source
08:13 Red Hat and Commercial Open Source Software
14:41 The Rise of Open Core Companies
19:21 Cloud Computing and Open Source Software
21:40 The Intersection of Open Source and Crypto
23:17 The Role of Layer 1s in Monetization
29:22 Layer 2s: Business Models and Challenges
55:30 AI’s Disruption of B2B SaaS and Open Source
01:04:41 Final Thoughts

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.