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the public markets as Amazon, as Google, as Salesforce, and so many others have proven. This idea that you can't innovate in the public markets is total nonsense.
It's not a dig to Sam. It's not a dig to anthropic. You don't want any one party controlling a platform technology.
this specifically Lama too, but Sonny sent me another one today, um, are really starting to gain market share amongst the startups that are using these tools.
when you search now for recipes on Google, it doesn't just give you 10 blue links. It really is thoughtful and they have a lot more information on it.
meta's pe ratio has fallen from 23x to 12x
I hate the, uh, five to 10% layoffs. You don't get any material impact to lowering your expenses yet. You get all the cultural negatives of having done a layoff. You end up with two or four, two or three of them, which I can't tell you. I mean, I have a friend who's at this company right now who keeps doing these little drip drabs and, and it's caught in it. Then it causes good people to leave because it just is like this constant, like, get it over with.
if you're planning an RIF or reduction in force and haven't executed yet, please see this as a lesson. Robin Hood did 9% in April, and now 23%, 5 to 10% riffs are all of the pain and none of the gain and are frequently followed by a 20 to 30% rift later, if you're gonna do it, try to do it only once.
when I see this blatant behavior over and over, it makes me wonder if one of the core tests of a monopoly is how much blatant copying and tying together, integrating a company does. This was, and is again, Microsoft playbook also appears to be Facebook core playbook. Also a second test might be in quotes. How do they behave in partner meetings? Over the years, I have found monopolist browbeat partners and suggest deal terms.
my biggest problem of the past six years was hyper competition. Like finding a CFO. No, not just talent. I'm talking about like Uber and Lyft and like hundreds of billions of dollars of money. Raised in the private market and shot onto the playing field out of a cannon. That's brutal.
I'm talking about Uber and Lyft and like hundreds of billions of dollars of money. Raised in the private market and shot onto the playing field out of a cannon. That's brutal.