Orb
The Investment Rewind to March 2023, Lens had 66k MAUs, Farcaster had 3k MAUs. Orb was a hackathon project that gained traction on the Lens protocol. We were surprised by its quick 100x growth over a 6mo period, and the increasing engagement and retention on the app reflected in their screen time. Even though they didn't dominate the user share, they dominated the attention share. Users were more engaged than other Lens clients. From our memo back then: "On the surface, Orb looks a lot like t...