Taikhoom10

6 ms·

31.
by Taikhoom10 2mo ago
Well, they should be motivated by profit, especially if they can create an integrated solution, the convenience means everybody wins.
32.
by Taikhoom10 2mo ago
They should just hold Stripe stock, plus there are always liquidation preferences so it is not so black and white
33.
by Taikhoom10 2mo ago
Well, they did because JS owned a economics interest in SA, which led to the loss. So it was poor capital allocation, but really a systemic failure to delete leverage from the equation.
34.
by Taikhoom10 2mo ago
Sure, to be clear I could be wrong about OpenRouter, the cloud companies could become aggregators, but the fundamental idea of models being commdoities, and anthropic's sucess in the enterprise is a short term arbritage is correct.
35.
by Taikhoom10 2mo ago
why?
36.
Anthropic Is not worth much at all(s-1.vercel.app)
3 points by Taikhoom10 2mo ago|5 comments
37.
Show HN: Why Business Strategy Creates Innovation(s-1.vercel.app)
4 points by Taikhoom10 2mo ago|0 comments
38.
by Taikhoom10 2mo ago
Yeah look I am not really part of the hype, but a AI first hardware consumer product is much more logical product then a new AI enterpise startup which is structurally doomed.
39.
Is OpenAI hardware, the Apple of tommorow?(s-1.vercel.app)
3 points by Taikhoom10 2mo ago|8 comments
40.
by Taikhoom10 2mo ago
Yeah they could use debt to finance it, a combintaion of 20% equity, 40% senior debt, and then the rest could be stock.
41.
by Taikhoom10 2mo ago
Yeah but who can say Steve Jobs bought their company so early on, the early Dropbox design was so Apple-esque.
42.
by Taikhoom10 2mo ago
Thanks, will do.
43.
by Taikhoom10 2mo ago
It is primarily a switching-cost-enabled cash cow.
44.
by Taikhoom10 2mo ago
which company?
45.
by Taikhoom10 2mo ago
Well look at the broader industry, Icloud itself is probably throwing off more cash.
46.
by Taikhoom10 2mo ago
I intend to write a piece going deeper into the failures; I would love to chat if you're open to it. Also, not to say Dropbox sucked or anything, it is just that the broader strategy and industry structure make it hard; if anything, th
47.
by Taikhoom10 2mo ago
I know, right! Switching costs are powerful.
48.
by Taikhoom10 2mo ago
Yes, you're right
49.
by Taikhoom10 2mo ago
I was referring to multiples on invested capital. Plus, it's a bit hurtful when you IPO your company, the stock stays flat if not down, and you step down; I think an Apple acquisition like that is much more of a happy ending IMO.
50.
by Taikhoom10 2mo ago
It depends on the acquirer; Silver Lake could be a good partner.
51.
by Taikhoom10 2mo ago
Yes and quite frankly dropbox should have leverage their consumer brand to move into enterprise.
52.
by Taikhoom10 2mo ago
Right, but you have to consider how early on this was, with little venture raised; multiples are way better. My point was bundling wins in the long term.
53.
by Taikhoom10 2mo ago
No, definitely agree. One of the great SaaS companies, strategy matters, though, and the early success distracted them from building a defensible business.
54.
Atlassian Co-founders, never friends(harpercollins.com)
3 points by Taikhoom10 2mo ago|0 comments
55.
Dropbox is an obvious PE Target?(s-1.vercel.app)
66 points by Taikhoom10 2mo ago|108 comments
56.
by Taikhoom10 9mo ago
https://www.wsj.com/tech/ai/meta-buys-ai-startup-manus-addin... 2 billion is the price.
57.
Why Capital Allocation is so crucial, And How Zuckerberg is Messing it up
2 points by Taikhoom10 1y ago|0 comments
58.
Thoughts on Zukerbergs Capital Allocation at Meta over the Years?
1 points by Taikhoom10 1y ago|0 comments
59.
by Taikhoom10 1y ago
No Elon understands this deeply in my opinion. You should listen to lex freidmans latest interview with him on neuralink, you would think elon has a phd in the subject.
60.
Altman Backs brain chip startup. Strategic? Or to piss of Musk?(qz.com)
2 points by Taikhoom10 1y ago|6 comments

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