Founder,
@MIT Cryptoeconomics Lab,
@ccatalini on Tokenized with cohosts
@sytaylor and
@cuysheffield said that OpenUSD has two very different paths to success, and the tension between them hasn't surfaced yet.
"One is it becomes kind of a Linux foundation for open standards around money movement, and the asset is kind of the forcing function for standards on merchant payments, on delivery versus payment."
"The other one is probably the most ambitious one, which is it becomes like a Visa like entity that many years after, it's its own very profitable business, its own network."
"I could imagine some funding members would prefer one or the other depending on where they sit in the stack, and I think that's the ultimate tension that at some point will materialize."
"Maybe it doesn't matter. Right? So maybe if you bring use cases to market early on, you get adoption, and then the thing solves itself."
A neutral standard and a profitable network pull in opposite directions, and early adoption may decide which one wins before the members do.
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