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lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months. first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to br

@jessepollak·Jul 15, 2026·8 sources·neutral
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AI Summary

The author reflects on Base's strategy and acknowledges that the bet on social experiences was wrong while the bet on builders was right.

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lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months. first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to br

@jessepollak
Jul 15, 2026

RT @jessepollak: lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of…

@1crypticpoet
Jul 15, 2026

RT @jessepollak: lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of…

@ottosuwen
Jul 15, 2026

lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months. first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to br

@emiliemc
Jul 15, 2026

Really authentic and vulnerable post from @jessepollak this morning. A lot was said and there’s clearly a major shift happening in how Base is thinking about the future. If you don’t want to read the whole thing, here’s my quick summary and thoughts 👇

@jessepollak
Jul 15, 2026

- Called the first quarter of 2026 a punch in the face - Spent 2024 and 2025 betting in onchain social - Got the builder thesis right - Got the social thesis wrong - Saw Farcaster, Zora, Mini Apps and creator coins collapse - Admitted he was wrong about social - Allowed Base to fall behind in ke

@starplatinum_
Jul 15, 2026

lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months. first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to br

@adamdraper
Jul 15, 2026

lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months. first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to br

@calilyliu
Jul 15, 2026