0%
0/2 resolved calls right
6 scored · avg 5
◆ 3 sources
9
companies · 27 data points
we keep get bailed out by mors laal now is at the point where it's not even a conversation anymore we can keep on one database I'm almost willing to bet forever
one of the best arguments for Apple or Amazon paying 15 or 20 bucks an hour which is the minimum wage in Australia and other you know sort of more functioning democracies is like you know what if they have that extra five bucks maybe they buy an iPhone you know every 18 months instead of 36 like it's actually going to benefit you in the long term
YouTube would be worth 50% more as an independent company.
What happened: YouTube remains a subsidiary of Alphabet and has never been spun off as an independent company, so its standalone valuation has never been publicly disclosed.
Verify at source ↗Instagram would be worth 50% more as an independent company.
What happened: There is no independent Instagram entity to evaluate a valuation, so the prediction cannot be verified against real-world outcomes.
Verify at source ↗AWS would be worth 50% more as an independent company.
What happened: There is insufficient publicly available data to determine whether AWS, as an independent entity, would be valued 50% higher than its implied value at the time of the prediction.
Verify at source ↗Android would be worth 50% more as an independent company.
What happened: Android has remained a platform owned by Google (Alphabet) and has not been spun off into an independent company; no valuation of an independent Android exists that would support a 50% increase.
Verify at source ↗YouTube would be worth $200-300 billion as a standalone company.
What happened: YouTube remains a subsidiary of Alphabet and has not been spun off as an independent company with an estimated $200–300 billion valuation; no public valuation of YouTube alone has reached that range.
Verify at source ↗Instagram would be worth $200-300 billion as a standalone company.
What happened: There is no publicly available valuation confirming that Instagram alone reached a $200–$300 billion valuation, so the prediction cannot be verified.
Verify at source ↗And that compression, while largely not just maintaining the product, but actually accelerating product experimentation and so forth. Now, there's a whole other discussion whether the business model is sort of creaking a little bit, but that seems separate from can you run this company in a more efficient way.
I think it's provided a massive safety net for society of an entry-level job that anybody can do at any time to make money
I think these companies are continuing to be unprofitable because the real product that they have for example getting chauffeured around is a high-end luxury product that people just can't afford at the scale of its current use that maybe there's a great uper that's a two billion dollar company or an 800 million dollar company
this is desperation when you have some it's kind of like why would anyone ever get a payday loan you know what the interest rates are in payday loans they're outrageous why would anyone ever do it this is a multi-billion dollar industry when you have an asset like a car and you need cash sometimes you will look at that equation and gonna do you know what it may be I'm deferring maintenance that maybe I'm running down my asset but that's tomorrow today I need 80 bucks so I'm gonna drive for uber
uber and lyft are majorly contributing to congestion in cities to to traffic because forty percent of the time spent working for these apps are spent without passengers in the car and that 40% of that hours they're not being paid for that hours
no one is taking home after expenses 12 to 20 bucks an hour there's been numerous studies on this basically everything hinges on the fact that you convince cake workers to run down the assets that they have you convinced them to run down the asset like their car the fur maintenance defer depreciation basically not dealing with any of the costs of actually you providing the service
companies like uber or doordash or any of these other atrocious companies who essentially have built their wealth off exploitation and violation of of people and misclassification as as contractors instead of workers
one of the best arguments for Apple or Amazon paying 15 or 20 bucks an hour which is the minimum wage in Australia and other you know sort of more functioning democracies is like you know what if they have that extra five bucks maybe they buy an iPhone you know every 18 months instead of 36 like it's actually going to benefit you in the long term
showing up as she did and basically looking out her window of the corner office and looking at the parking lot in the morning and see huh slow to fill up it's quick to to dissipate in the evening and looking at the VPN logs for remote workers it's a very shallow way of evaluating the problems your organization have because I Yahoo has 11,000 employees or something like that right right um Facebook has like a third of that right and the same Rue but even if you look at those 11,000 I don't believ
we keep get bailed out by mors laal now is at the point where it's not even a conversation anymore we can keep on one database I'm almost willing to bet forever right
we ran zero Financial Risk we kept all our Consulting customers um such that if Bas cam had flunked out we would have wasted 6 months of our spare time big effing deal who cares
our initial goal was can we get something that people will pay us $4,000 a month can we get enough customers that they'll pay us $4,000 a month aggregate in aggregate total right then we'd be like hey this is doing pretty well 50 Grand a year
I often rant about is that mythology that you have to do that to be a real startup person you have to be almost going to the soup kitchen or ramen noodle blah blah blah [ __ ] I'm sick and tired of hearing of that storyline because it's just such a narrow definition
we keep get bailed out by mors laal now is at the point where it's not even a conversation anymore we can keep on one database I'm almost willing to bet forever
we just wanted something our initial goal was can we get something that people will pay us $4,000 a month can we get enough customers that they'll pay us $4,000 a month aggregate
we ran zero Financial Risk we kept all our Consulting customers um such that if Bas cam had flunked out we would have wasted 6 months of our spare time big effing deal who cares
look at Salesforce Salesforce is a great example like I think uh Mark benf is great guy I met a few times I think horrible business I would not trade if we did an even one1 switch really like he gets 37 signals I get Salesforce no no effing way look at their [ __ ] numbers their profitability is like 7% right that's [ __ ] terrible
I think this is exactly where apple has a dead on right like people were for a long time saying oh the Mac is only like 7% of the uh market share right like who cares if they have an outsized portion of the profits that really matters the same thing with the iPhone the iPhone has what 10% of smartphone market and Apple has like 35% of the profits that's the position to be in and that's what I think like the Baseline for all these businesses is the only thing that matters in the end is profits ri
then Google spends another $1.6 billion buying them 5 years ago and only now they're sort of figuring out how to make money like they were just talking about getting to break 80% market share in who the hell cares I could not give a rat's at about market share if it doesn't mean uh outside profits
your earnings per employee must be off the charts yes if you guys make $5 million a year in 16 employees that would be an extraordinary number half million dollars per employee or something or 300 right that's the number I care about getting as large as possible
there is no reason that 37 singles to day could not be 100 times as big with only adding let's say another 10 15 people
horrible business I would not trade if we did an even one1 switch really like he gets 37 signals I get Salesforce no no effing way look at their [ __ ] numbers their profitability is like 7% right that's [ __ ] terrible
once in a while you do have a YouTube or Google B AdSense uh once in a while you have a Power Ball somebody the lottery is that a good way to run a business betting on the lottery and in the tense of YouTube still a bad business they have not make their money back they will it's pretty clear they're going to I would not I think they have like three or 400 million in Revenue
this is what annoys me about pulling stuff like YouTube and Facebook and all these other things that's huge successes and like this is going so great no it's not it might be someday but has over a billion dollars in Revenue now this year who does Facebook over a billion dollars so they're profitable with over a billion dollar revenue and they lar it take to get there like if you look at the amount of money it took to put in there and all right they're there now couple hundred million right exact
what is it about Twitter that changed the world it was the Simplicity of it not the [ __ ] 60 people they have now uh not the lack of Revenue business could be run how many people one not even one less than one one person Twitter
it takes many more people and much more money to build something at the scale of Twitter or Facebook or LinkedIn ... but if you build a company that's not just about begging for iing crumbs which these companies to lar extents are
with the with the loging acquisition they did grow it from 100,000 when I left it was you know doing a million dollars a month so they did make their money back eventually and that premise was there they had massive amounts of uh advertisers they had didn't have the inventory we had the inventory but not the advertisers peanut bir chocolate boom it worked