cdixon 谈 web3

cdixon 是谁

Programming, philosophy, history, internet, startups. Investing in web3 @ a16z

现在的身份是一个投资人,所在的投资机构为 a16z,a16z 是一家知名的投资机构,投资了很多有名的公司,如 twitter, Airbnb, Lytro, Jawbone, Belly, Foursquare, Stripe 等公司。

Chris Dixon (@cdixon) / Twitter


什么是 web 3

他在 twitter 写了如下的贴子,回答了为什么会有 web3,web 3 的特点,注意,web3 和 web 3 是完全不同的东西, web3 是以太坊的一个协议。

  1. Web 1 (roughly 1990-2005) was about open protocols that were decentralized and community-governed. Most of the value accrued to the edges of the network — users and builders.

Web 1(大约在 1990-2005 年)是一个开放的协议,去中心化和社区自治是他的特点,他的价值来源于互联网的用户和构建者。

  1. Web 2 (roughly 2005-2020) was about siloed, centralized services run by corporations. Most of the value accrued to a handful of companies like Google, Apple, Amazon, and Facebook.

Web 2(约 2005-2020 年)是一个割裂的,中心化的,被大公司运营的网络,大部分价值归于谷歌、苹果、亚马逊和 Facebook 等少数公司。

  1. We are now at the beginning of the Web 3 era, which combines the decentralized, community-governed ethos of Web 1 with the advanced, modern functionality of Web 2.

我们现在正迎来 Web 3 的黎明,它将 Web 1 的去中心化、社区自治精神与 Web 2 的先进性相结合。

  1. Web 3 is the internet owned by the builders and users, orchestrated with tokens.

Web 3是由构建者和用户拥有的互联网,用代币进行协作。

  1. Centralized platforms follow a predictable life cycle. At first, they do everything they can to recruit users and 3rd-party complements like creators, developers, and businesses.


  1. They do this to strengthen their network effect. As platforms move up the adoption S-curve, their power over users and 3rd parties steadily grows.


  1. When they hit the top of the S-curve, their relationships with network participants change from positive-sum to zero-sum. To continue growing requires extracting data from users and competing with (former) partners.


  1. Famous examples of this are Microsoft vs. Netscape, Google vs. Yelp, Facebook vs. Zynga,  Twitter vs. its 3rd-party clients, and Epic vs Apple.


  1. For 3rd parties, the transition from cooperation to competition feels like a bait-and-switch. Over time, the best entrepreneurs, developers, and investors have learned to not build on top of centralized platforms. This has stifled innovation.


  1. Now let’s talk about Web 3. In Web 3, ownership and control is decentralized. Users and builders can own pieces of internet services by owning tokens, both non-fungible (NFTs) and fungible.

现在让我们来聊一聊 Web 3,在 Web 3 中,所有权和控制权是去中心化的,用户和构建者可以通过拥有代币来拥有互联网的服务,包括非同质化的的(NFTs)和同质化的。

  1. Tokens give users property rights: the ability to own a piece of the internet.


  1. NFTs give users the ability to own objects, which can be art, photos, code, music, text, game objects, credentials, governance rights, access passes, and whatever else people dream up next.


  1. NFTs exist on top of blockchains like Ethereum. Ethereum is a decentralized global computer that is owned and operated by its users.


  1. Blockchains are special computers that anyone can access but no one owns.


  1. Ethereum is powered by a fungible token, ETH, which is used to incentivize the physical computers that underlie the system. ETH is also the system’s native currency for transactions, like NFT purchases.

以太坊由一种同质化的代币 ETH 驱动,它被用来激励支撑该系统的物理计算机与参与者,ETH也是该系统的原生交易货币,如NFT购买。

  1. There are many ways for users to acquire fungible and non-fungible tokens. You can buy them, but there are also ways to earn them.


  1. Uniswap famously retroactively airdropped 15% of its governance tokens to early users of the protocol. Community grants like this have become common in Web 3 as a way to build goodwill and incentivize adoption.

Uniswap把 15 % 的份额空投给他的早期用户,像这样的社区赠款在Web 3中已经变得很普遍,作为建立善意和激励的一种常见模式。

  1. You can also earn tokens through creative and entrepreneurial activities. For example, people are earning roughly $100M worth of ETH per day selling NFTs.


  1. Tokens align network participants to work together toward a common goal — the growth of the network and the appreciation of the token.


  1. This fixes the core problem of centralized networks, where the value is accumulated by one company, and the company ends up fighting its own users and partners.


  1. Before Web 3, users and builders had to choose between the limited functionality of Web 1 or the corporate, centralized model of Web 2.

在Web 3之前,用户和构建者不得不在Web 1的有限功能或Web 2的公司化、中心化模式中做出选择。

  1. Web 3 offers a new way that combines the best aspects of the previous eras. It’s very early in this movement and a great time to get involved.

Web 3提供了一种全新的方式,结合了以前 web 1 和 web 2 的优点,现在 web 3 还处理这个运动的早期,是参与的最好时机。