Skype

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• bearish criticism Unattributed

  on demand skype was you know supposed to do what we're doing right here and now zoom you know figured it out

• bearish criticism Unattributed

  It was free to use Zoom at first and Skype, you had to be on that plan. And I think those were the two deciding factors.

• bearish criticism Unattributed

  it was a little bit challenging to initially set up your Skype... Every week when we produced that show, I would have to teach the guests how to use Skype because they were all comedians. And that was, it was a tough, like the first half hour you're on Skype, it was confusing. And Zoom made that a lot simpler.

• bearish criticism Unattributed

  if your company does not become YouTube or Instagram inside of Google or Meta, you become Skype inside of Microsoft. And Microsoft has all these other products that are booming... the CEO is like, what's going on with Skype? Okay. Yeah. Do I give more resources to something that's kind of spiraling? No. Just, you know, let it, as we say in the business, you sunset the business, you deprecate the business.

• bearish fact_claim Unattributed

  in 2020, Skype had roughly 32% market share in the video call category. That was down to basically 6.3% in 2021.

• bearish assessment Unattributed

  Zoom is at Kleinex level. Like when you say you want to have a video conference with somebody, you use, you use the word Zoom. It's, it's called a Zoom. And that happened so quickly. And Skype had a huge lead headstart.

• bearish criticism Unattributed

  Has a product that was so promising ever been more mismanaged than Skype? How did Skype die? And Google.com didn't. So weird.

• bearish criticism Unattributed

  we shouldn't listen to anything they have to say about moore's law even today oh wow

• bearish fact_claim Unattributed

  basically over 10 years about 15 years ago intel was no longer the frontier of moore's law really

• bearish criticism Unattributed

  intel in their development of the cpu the you know the pentium onward um was using human ingenuity to try to build a better and better single processor and then a few multi-core but ultimately nothing like nvidia or the asic or the custom chips to follow that fundamentally ran out of steam there wasn't that much advance you can make while being backward compatible and the the later sort of late cycle intel chips were mostly memory by the way they were like 99.5 percent memory so much of cache me

• bearish criticism Unattributed

  intel was a bit of in their minds a marketing kind of channel management process to try to double every 18 months correct

• neutral fact_claim Unattributed

  that's largely being dictated by intel in its personal trajectory it doesn't actually relate to this curve because on this curve we're not counting transistors no one buys transistors like that's a weird count like how many transistors on a chip who cares how about how much memory do i have and if it takes too many trans if it takes more transistors as it does today than ever before to store a bit of memory why are we counting transitions let's count actual things that matter memory storage or c

• neutral fact_claim Unattributed

  which by the way skype then used later for voice and other companies use for video and it sort of you know was a playbook if you will for how best to grow a consumer facing um business

• neutral fact_claim Unattributed

  because it was incredibly cheeky at the time to embed a commercial message involuntarily to everything your customers sent so you signed up for hotmail it feels like a normal email account but now every message you sent had a get your free email at hotmail.com right like a call to action controversial exactly and tim wanted it more controversial he was pounding the table that he wanted to say as if it was written by the sender p.s i love hotmail i love you guy the founders wanted like nothing to

• neutral fact_claim Unattributed

  it was the idea to do that was tim draper's idea 100 and i not me and and i just want to give credit to him

• bullish assessment Unattributed

  the thing that it really epitomized was first you know rapid internet growth for us second this thing we basically coined the term viral marketing because of hotmail trying to describe for a blog post what is it that hotmail did that was so different from other internet companies this idea that the message itself was the vector of uh of spread of marketing in a sense no like a virus which came from the signature when you sent a hot mail it said sent by hotmail or powered by hotmail

• bullish fact_claim Unattributed

  the hotmail was a really yeah that was like the first one people have heard of boom like that was the first one that got visibility bought by microsoft bingo for about 400 million dollars uh you know less than two years in