WisNorCan

12 ms·

61.
SoftBank Next 30-Year Vision [pdf](cdn.group.softbank)
3 points by WisNorCan 7y ago|0 comments
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by WisNorCan 7y ago
The 409a valuation isn’t typically the same as the investor price early on. This accounts for lack of liquidity and preference. However, as those differences start disappearing, e.g. when WeWork and Uber were about to IPO, the 409a converge
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by WisNorCan 7y ago
I completely agree. I recommend selling along the way. You may lose some upside, but you definitely lose some downside. Unfortunately, WeWork employees aren’t given that choice. They are getting fired with underwater options while Adam make
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by WisNorCan 7y ago
There is another less discussed downside to Vision Fund’s reckless spending and overvaluation of startups. While Travis & Adam make their billions, the employees at Uber and WeWork are granted overvalued options and stock that subsequen
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by WisNorCan 7y ago
> And what we are seeing, for the most part, is that margins matter. Both gross margins and operating margins. No kidding. Of course margin (and cash flow) matters. That is the very definition of valuation. The tricky part is timing. Are
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SoftBank-Backed Real Estate Broker Compass Hit by High-Level Exits(wsj.com)
3 points by WisNorCan 7y ago|0 comments
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'An app my cat could have written' -Larry Ellison(businessinsider.com)
1 points by WisNorCan 7y ago|0 comments
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SoftBank Rolls Out Second Tech Megafund, with Apple Among Top Investors(wsj.com)
4 points by WisNorCan 7y ago|0 comments
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Switch from Chrome to Firefox(mozilla.org)
3287 points by WisNorCan 7y ago|983 comments
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by WisNorCan 7y ago
Just over ten years after "Microsoft is dead": http://www.paulgraham.com/microsoft.html
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Lyft shares hit new low as Uber IPO looms(ft.com)
2 points by WisNorCan 8y ago|0 comments
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by WisNorCan 8y ago
I am one of the people contributing to this trend. I tried Spotify first and switched to Apple Music. The family plan and my Sonos speakers just didn’t work on Spotify. Maybe they fixed, but I have no reason to check. Just works is such a h
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by WisNorCan 8y ago
I would be impressed if Zuck and Sheryl decided to spend a day per year doing this job. I suspect that as a billionaire and the CXO of one of the largest companies of the world, you can get disconnected from the details. It would be valuabl
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by WisNorCan 8y ago
Blockchain is an incredibly elegant solution to a problem that doesn't exist.
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The Washington State Measles Outbreak(washingtonpost.com)
88 points by WisNorCan 8y ago|94 comments
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What is Apple Worth?(digitstodollars.com)
3 points by WisNorCan 8y ago|1 comments
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by WisNorCan 8y ago
Hmm... 1) Skype was purchased by Ballmer. 2) Most of the ad tech companies were also purchased by Ballmer. 3) Minecraft and Skype are not Bay Area companies 4) LinkedIn was a public company when Microsoft acquired them. So it seems like a s
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by WisNorCan 8y ago
Agree. Two of three largest companies in the world are now in the Seattle area with both Microsoft (#1) and Amazon (#3) thriving. Apple (#2), Google (#4) and Facebook (#5) are in the Bay Area.
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by WisNorCan 8y ago
It's probably a good thing that Microsoft did not follow the advice: > They can't hire smart people anymore, but they could buy as many as they wanted. > Buy all the good "Web 2.0" startups. They could get substant
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Microsoft is Dead (2007)(paulgraham.com)
111 points by WisNorCan 8y ago|96 comments
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How Fred Perry Polos Came to Symbolize Hate(theoutline.com)
2 points by WisNorCan 8y ago|0 comments
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How Sears Was Gutted by Its Own CEO(prospect.org)
28 points by WisNorCan 8y ago|4 comments
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by WisNorCan 8y ago
Google is run by engineers. Amazon is run by PM.
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by WisNorCan 8y ago
As more of the best engineering talent moves to Canada (or decides not to come to the US in the first place), it should: 1) increase salaries in the Bay Area in the short-term as their a shortage of engineers 2) decrease salaries in Canada
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The end of Snap and Tesla(medium.com)
14 points by WisNorCan 8y ago|2 comments
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by WisNorCan 8y ago
I use Mpow headphones from Amazon. They work really well for running. I have tried many different brands and settled on these for price/quality ratio. The price also means I don’t need to worry about losing them which is a great “featu
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by WisNorCan 8y ago
Picking Microsoft and Cisco’s stock price during the dotcom bubble to use as valuation benchmarks seems disingenuous. Picking anywhere outside the bubble makes the original point of rise of corporations clear.
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by WisNorCan 8y ago
With almost a million employees the decisions by Amazon are impacting a large part of the (150 million) US workforce. The dysfunction in our government is rising at a time that corporations are growing bigger than ever. The obvious result i
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by WisNorCan 8y ago
Clickbait headline and buried lede. This paragraph summarizes what the primary driver is: > World-wide, the number of M.B.A. applications was flat from 2017, partly because of an increase in students looking to pursue their degrees in Eu
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by WisNorCan 8y ago
"Lastly — call me old fashioned. But I find attacking the people and company that made you a billionaire, and went to an unprecedented extent to shield and accommodate you for years, low-class." Zuck didn't made the WA team i

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