i appreciate your POV. your neutrality is an important component of the overall discussion. I am certainly biased, and make no assertions to the contrary. What I find to be a problem with building a bridge here comes down to some very important circumstances of what building that bridge achieves.
Mandate: Mask has a mandate to return to its investors. Early stage companies that find hypergrowth tend to acquire adjacent businesses as an easy way to expand that growth. I'm no stranger to it – I've done it. But the problem comes when a company is doing this and they aren't in hypergrowth: the motivation no longer is "together we go farther", but instead "you're our liferaft". And Lens, very demonstrably (as in, you can query this data), is doing even worse than farcaster since acquisition (which happened roughly at the same time) – a sharper fall, a lower DAU/retention. And it gets even worse when you filter out users that are clearly bots.
1 Reply
{no channel}
- hash
- d7426f23513191699bbcbf6f3f4f3678dec701bb
- timestamp
- 2026-08-25T23:36:21.000Z
- fid
- 1325
- parent_fid
- 15211
- parent_hash
- 13869fe385db43d0b8bdd4dac925a0f75401803f