Episode Details

How Crypto Fixes the Internet Monopoly | Neil Chatterjee, DAWN & Andrena
9/10/2024
Empire β†—

Key Insights

Bullish:

  • 🟒 $DAWN - Dawn aims to revolutionize internet access by significantly reducing costs and decentralizing infrastructure, potentially disrupting traditional telecom and cloud computing models.
    • β€œWe wanna be in a scenario where it doesn't cost thousands of dollars to bring Internet to a household. It costs low hundreds of dollars to bring Internet to a house.” - Neil (15:03)
    • β€œOur goal is to help with the price discovery side of things. Right? So we wanna say, hey. If you're purchasing in this network, here's what we think you should charge in your surrounding area based on what other people charge as well.” - Neil (44:00)
    • β€œThe vision that I have for all of this is, like, I just want that when I said that little black box that sits in your home that just does the Internet. I wanna take and when I say Internet, I don't just mean connectivity. I mean cloud and all that kind of stuff.” - Neil (1:00:00)
    • β€œWe wanna take the equity value that is found at data centers, cloud companies, telecom companies, and bring that equity value to the household.” - Neil (1:01:00)
  • 🟒 $SOL - πŸ”’
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Bearish:

  • πŸ”» $TELECOM - πŸ”’
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