The Innovators Dilemma provides a good framework for thinking through how it’s possible for new technologies to unseat incumbent network effects. Basically, the

The Innovators Dilemma provides a good framework for thinking through how it’s possible for new technologies to unseat incumbent network effects. Basically, the new technology needs to outperform the existing technology along a dimension that a new user demographic cares about, but that most existing users don’t care about. That’s how Instagram was able to gain traction in spite of Facebook, and Snapchat was able to gain traction in spite of Instagram. For Handshake, it can beat existing DNS along the dimensions of security and censorship resistance, which I think might be enough to give it a foothold to grow. But we shall see...