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Ship or Die 2025: Going Viral on the App Store (Anatoly Yakovenko, Nikita Bier, Pedro Miranda)

17m 32s2,792 palavras390 segmentsEnglish

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0:00

Good morning. How's everyone doing

0:02

today? They're

0:04

pumped. Super excited for this talk

0:07

today. Uh, as as Eno, our amazing MC

0:11

mentioned, my name is Pedro Miranda,

0:12

formerly lead the consumer growth team

0:15

at the Salana Foundation. We have

0:17

Anatoli here, the the co-founder of

0:19

Salana, Salana Labs, and now focusing on

0:22

Salana mobile. And as Eno mentioned

0:25

first time I think publicly Nikita that

0:28

you're here representing the Salana

0:30

Foundation in an advisory capacity. Uh

0:33

Nikita you're one of the most uh in

0:36

demand experts on the growth and the

0:38

consumer side. So we're extremely

0:40

excited to talk about you know how to go

0:42

viral uh in this new digital age. But

0:45

first we have some some news this week

0:48

from Salana mobile. a few things that

0:51

you all

0:52

announced. When mobile, you guys

0:55

actually answered that. So, August 4th

0:57

is the shipping date for the new Seeker

1:00

Salana mobile phone. Uh, you announced a

1:04

net new native asset. Look, it boots up.

1:08

That's awesome. In these ecosystem, uh,

1:12

you announced a new security

1:15

architecture called Tpin. Maybe we'll

1:17

get into that what what that actually

1:19

is. And my personal favorite uh you also

1:22

announced that Slana mobile software

1:24

stack is available for other OEMs and

1:27

hardware manufacturers. So I guess

1:29

totally we we'll tee it off to you. What

1:32

does the the new news mean for users and

1:36

mobile app builders in the Salana

1:38

ecosystem and beyond?

1:40

So I don't I don't know if I'm cursed,

1:42

but like I I love hardware. I spend most

1:44

of my career at Qualcomm. So I was there

1:46

during kind of the initial mobile boom

1:49

in the in the early as um you know I was

1:52

working on these 2 megabyte devices and

1:56

I saw the transition from that those

1:57

flip phones to iPhone. That was uh

2:00

really kind of like you know I think one

2:03

of the most exciting times in uh tech

2:06

because in my view a phone is almost

2:09

like the final form of what a computer

2:11

should look like. I don't think in a 100

2:13

years this is going to change. I think

2:15

we'll still be holding little slabs of

2:17

computing devices with a touchcreen that

2:20

give us information. Then maybe they'll

2:23

be a lot cooler, but like I think it'll

2:24

basically still look like this. So, um I

2:27

really want to work on these devices and

2:29

like build something awesome. And when I

2:31

started crypto and got into it,

2:35

um, just of how these devices are

2:38

manufactured, it was immediately obvious

2:40

to me that you have secure element and

2:43

secure enclave and all the properties

2:46

that you want out of a wallet already

2:49

baked into the existing technologies

2:51

that people like Qualcomm and uh, Apple

2:54

were shipping. We just need the software

2:56

to expose it. So this is where that idea

2:59

kind of warmed itself into my brain. We

3:02

need a cryptophone. Um that was 2017

3:05

2018 and years later when a a Salana

3:08

finally got big enough to where we have

3:11

folks like Pedro doing all the work. Uh

3:13

I have the time to go work on this. Um

3:16

that's where Seeker came from. It's

3:18

where Saga came from. Um, and what's

3:20

cool, we can basically have um hardware

3:25

level like cold storage security and a

3:28

device um that you use as a hot wallet,

3:32

you know, your daily driver, your daily

3:34

signing device with the UX of Apple Pay.

3:37

Um, so we can give developers this uh

3:40

really really nice conversion flow that

3:42

you get on Apple and normal mobile

3:44

devices, but it's it's crypto. And I

3:47

think this is one of the biggest UX

3:48

challenges in crypto to onboarding

3:50

people is how do you get them to spend

3:52

money and if they have to go switch to a

3:54

wallet load like a wallet specific um

3:57

you know web app and all this stuff like

4:00

I'm sure Nikita can tell you the

4:02

conversion rates are just dropping like

4:04

every one of these like little UX

4:06

friction points you lose 10 20% of your

4:08

customers. So until the UX is as good as

4:11

Apple Pay, there's no way we can

4:13

actually get uh crypto fully adopted. Um

4:18

and crypto is all about removing

4:20

intermediaries. How do we remove the

4:23

people in the middle and replace them

4:24

with math? Um so tin is that if you

4:27

think about it, that little piece of

4:29

hardware also determines what in the

4:32

entire operating system that boots up on

4:33

your iPhone. Um, because of that little

4:36

piece of hardware and the math that

4:38

signs the certificate for the operating

4:41

system, this is how Apple can actually

4:43

enforce 30% fees in their app store. Um,

4:47

this is why Epic can't sideloadad an app

4:49

on the on the iPhone. They can't bypass

4:51

that store and the rules that they want

4:54

to enforce. And this is all because of

4:57

the keys that Apple, the corporation,

4:59

controls. But those keys are just math.

5:02

We can put that math on a blockchain and

5:04

we can create a a full loop that's

5:08

cryptographically secured between the

5:10

user that you know holds the seeker

5:12

token and the wishes that they want to

5:15

express and the rules in the app store

5:17

without any intermediaries. You don't

5:19

have to rely on any people to actually

5:20

enforce those. It can all be done with

5:22

math. That's the exciting part. It's

5:24

kind of a a classic protocol uh RP

5:28

Goldberg machine, but it is purely just

5:30

math and a bit of silicon. So, a lot of

5:34

mentions in terms of the UI UX

5:36

challenges and whatnot. Nikita, I'm

5:39

curious. How does this sound to you as

5:42

someone focused on virality and product

5:44

growth? Well, as a developer, uh if

5:48

you're a mobile developer, your biggest

5:50

existential risk is the app store. um

5:53

which is and it's particularly acute for

5:56

uh crypto companies because they get the

5:59

bulk of the rejections. Um any developer

6:02

who gets that email from Apple that says

6:04

your app's been rejected uh it's kind of

6:07

like uh your heart skips a beat. You're

6:09

like is this the end of my company? Um

6:12

but uh so I think on the developer side

6:15

th this is uh a huge opportunity. Um I

6:20

think uh the other side is uh the

6:23

ability to do microtransactions

6:25

passively potentially. Uh as we've all

6:28

seen all social networks are now flooded

6:31

with spam. Uh so the ability to charge

6:34

for posts in a small way to prevent spam

6:37

bots flooding uh your ex replies with

6:40

LLM generated responses. I think those

6:43

types of UXs will uh be really uh

6:47

conducive to the next 10 years. Um the

6:50

hop from your app to Phantom is like

6:55

probably the biggest cognitive load

6:57

ever. Like what am I what is what is

6:59

signing this certificate approving this

7:01

transaction? um if that can be

7:04

seamlessly happening inside of the uh

7:07

these mobile experiences uh I think

7:11

that's going to have better conversion

7:12

rates but also unlock whole new business

7:15

models I guess you know I've been

7:18

wondering as you all have have been

7:20

speaking what makes this the right time

7:24

to bet on this type of product

7:26

experience like why now is it the

7:28

regulatory environment is it that the

7:31

product embedded wallet infra

7:32

infrastructure has gotten better. Uh I'm

7:35

curious about your answer to to why now

7:37

Nikita.

7:39

I think uh there's going to be

7:41

challenges certainly because the reason

7:44

people come to the app store is the

7:46

distribution. uh but I think uh uh

7:50

crypto Salana has uh expanded its reach

7:54

uh with memecoins and there's more

7:57

people more people have wallets now

7:59

because of uh trading with moonshot and

8:03

uh so I I think there's an opportunity

8:07

to uh where where users want this um and

8:11

if all social networks are going to be

8:13

flooded with spam and this is one of the

8:15

vehicles to stop it Uh I think there

8:18

will be uh uh some there'll be

8:21

experiences that might not even be

8:22

possible on uh iOS or uh or Android.

8:27

Totally. I'm curious your thoughts. You

8:29

mentioned this journey from 2017 onwards

8:33

and your love of hardware, but what's

8:36

your answer to why now in terms of

8:39

making this investment and this bet? Um

8:42

I honestly don't think founders think

8:44

about like timing. they just get the bug

8:46

and then they try to build stuff. So

8:48

there wasn't like a is this the right

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    Ship or Die 2025:… - Transcrição Completa | YouTubeTranscript.dev