Our thinking,
in the open.
Every paper, every ecosystem deep-dive, every shipped update, public on purpose. The fastest way to find people who think the way we do.
①
Strategic papers
Positioning
Vision
«OS for the UGC Apps Economy.» Two-product framing.
MoneyBusiness model
5 revenue streams. Stabilization at $30–35K/mo.
MacroWhy now
Durov to TON. Bot API 9.6. AI-coding wave.
DistributionInbound flywheel
2 viral Reels → 370 sign-ups → 13 paying.
StrategyMulti-ecosystem
One config → N messenger shells.
AIAI strategy
Agent layer as the moat.
MarketplaceTwo-sided marketplace
Creator-supply ↔ user-demand flywheel.
MacroSocial graph fragmentation
Why the messenger surface won attention.
TeamTeam
Operator-led, ships weekly. Why this team wins the surface.
②
Research through ecosystems
TikTokTikTok's mini-app economy
RedditReddit's mini-app economy
WeChatMini apps are how China uses the internet
ZaloZalo Mini Apps, how Vietnam's super-app became a distribution channel
YouTubeYouTube Playables and the shift from watch-time to play-time
TelegramStars · TON · Gifts, how Telegram built a self-contained economy under the bot layer
WhatsAppWhatsApp Flows in 2026, Meta's quiet bet on conversational apps
③
Recent activity
- 2026-06-09Hybrid Architecture meaning recorded, one config → N messenger UI shells
- 2026-06-08Conversations 2026 keynote analysis, quotes for the deck
- 2026-06-05VC books library compiled, 33 strategic reads
- 2026-05-31Loom deck walkthrough analysis (Mark Saturday call)
- 2026-05-22Monetization iteration velocity case study
- 2026-05-18Community managers onboarding finalized
- 2026-05-16Production summary, @appss Pro Market Research stats