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For everyone talking about a bubble, 1.5B might actually be low. If you agree that Facebook is worth about 100B, according to Alexa, Pinterest is about 1/20th o
by sskates 14y ago
For everyone talking about a bubble, 1.5B might actually be low. If you agree that Facebook is worth about 100B, according to Alexa, Pinterest is about 1/20th of the size by uniques (by pageviews it's about 1/30th). 1/20th means that Pinterest should be valued at about 5B, not 1.5B.
http://www.alexa.com/siteinfo/facebook.com http://www.alexa.com/siteinfo/facebook.com
http://www.alexa.com/siteinfo/pinterest.com http://www.alexa.com/siteinfo/pinterest.com
- jacktea65 14y agoLeaving out the fact that Alex's data is wildly inaccurate that is probably the worst possible way to try to value a company. The most obvious issue is that Pinterest has only been successful for a few months. There's a long list of Facebook apps that were hot for a while then dropped out of existence. Pinterest may still be added to that list.
- beedogs 14y agoWhat if you don't agree that Facebook is worth $100B?
- johnrob 14y agoInterestingly, most bubbles end in a scenario where the decline of a popular asset causes a domino effect through out the system. Silicon valley might by in a 'facebook bubble' - we anchor all of our prices on facebook, and then hope like hell that it isn't over valued.
- alanfang 14y agoAlexa traffic measurements are too unreliable to base any kind value estimation on.
- tatsuke95 14y agoYou have precisely identified the bubble, inadvertently: Why are we determining what these companies are worth based on things like number of uniques and users, rather than the actual amount of revenue they bring in? Users, in-and-of themselves, are useless. Revenue is always and everywhere the end goal. Somehow we've begun to take at face value that more users=more money, and I don't think that's the case.