Moving from discord to here for more permanent discussion:
Original Discord messaging:
"hi all, wanted to put pen to paper on a few visions for Cabin business models to run after in Q12025 and beyond. This is meant to be a discussion doc, not a final prescription or anything decisive. More to help the DAO coalesce around some high impact areas.
Would love feedback on things you think I got right or wrong, I’ll work on phase 2 over the next week or two to fully explore the ideas laid out in the deck. Also will be around on discord the next few days if anyone would like to talk live
I’m really vibing with combining Cabin’s historic past (rooted in making places for an online community) with the current direction (building a peer network in existing physical communities), which is why I spent a lot of time in the “Building New Places” Bucket. A really ambitious vision could combine a few of these models together, they are not necessarily mutually exclusive"
Phased analysis is usually better because you can pivot midway through if a better path opens up
In my view, most memos and thought-pieces about biz models and directions for Cabin should answer most of these questions
Once you define what’s important to you (the criterion on the left), you can assign scores to create a rubric to prioritize one direction over another. These are meant to be directional, not literal. eg. if something scores 20 and the other 19, maybe do both. But if something scores 40 and the other 5, do the one that scores 40.
Here’s an example scoring of the various business models we have identified so far. This is a “best guess” exercise so far. Numbers are back of the napkin, subject to change if we wanted to really drill down.
Developing New Places could encompass several different models in one, so I tried to parse out what I could and then use case studies and a market map to figure out what we might and might not want to end up doing.
The way to read this is left to right the models become more complex and go from pure real-estate to real estate + all sorts of things.
Luckenbach is awesome, everyone should visit.
Here are some criterion that are useful to eventually create prioritized lists of geos for development
You might take scores from the above criterion and place them on a map like this to visually see which areas are good and bad.
Grin has since let me know that the Network City L2 bucket is more about using Cabin as a community layer above other network state projects (who are more focused on infra), and helping them create their own communities or using Cabin as a community accelerant.
Interesting model, but I would want more detail before building out an opinion. If anyone is interested in doing research, looking into how college housing became consolidated and an asset class if and of itself is really interesting. Assets increased in value tremendously in what was previously a sleepy and unsophisticated ecosystem.
This seems interesting, but requires more that solely the brokerage to be an interesting model for me. You are dependent on 1.) enough people moving into / out of geos that are Cabin-aligned to make the revenue stream worth it 2.) not being cut out of the referral fee
Seems to be more of a add-on than an entire vision.