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The part about stock prices for non-tech and tech isn't entirely true, what about stocks like PD? Here's a company that's trying to posture itself as an enterpr
by sabujp 7y ago
The part about stock prices for non-tech and tech isn't entirely true, what about stocks like PD? Here's a company that's trying to posture itself as an enterprise grade ops system, stock is in the gutter
- o-__-o 7y agoNothing sexy about monitoring. You or I could build our own overnight. Twilio is the true leverage and why they command a much higher P/E multiple
- hunterloftis 7y agoI agree with you but I’d phrase it differently. Perhaps that neither monitoring nor sms is “sexy,” but that you could reasonably hack together a monitoring MVP over a weekend but not a telephony MVP. There’s a natural barrier from the underlying problem domain.
- bydl0coder 7y agoOf course you can put together an SMS sending service over the weekend. It just won't scale to the whole world and will have limited throughput.