I go through the portfolio company pages and it gives me a sense of... agony. I can agree- or see something real- in the stated prospectus around web3, that th

I go through the portfolio company pages and it gives me a sense of... agony. I can agree- or see something real- in the stated prospectus around web3, that there is untapped potential in decentralizing the siloed services that dominated the last decade. BUT, I mostly see this as rectifying the decisions of bigtech where value is captured and untapped value can be identified. However, the portfolio appears to be a never-ending list of competing protocols and "pickaxes." I fail to see how an investor with a zero-to-one prospectus can stomach this. Additionally, most of the product pages offer a smorgasbord of philosophy-as-a-service that I simply do not grok can be aligned with customer need for someone who is not already a believer. There is a frightening lack of use cases offering something to internet denizens (ye olde end-user) beyond some gaming demos, an area where web-first portals (kongregate, armor games, newgrounds) have nigh evaporated.