mathattack

92 ms·

2791.
by mathattack 10y ago
Great outline. Given the source I would like to see it taken down a level of detail in the future.
2792.
by mathattack 10y ago
I like the intellectual honesty. "Write it down" takes this one further.
2793.
Meal-Kit Maker Blue Apron Said to Hold Preliminary Talks on IPO(bloomberg.com)
1 points by mathattack 10y ago|0 comments
2794.
Mary Meeker is right – most online ads suck(recode.net)
3 points by mathattack 10y ago|0 comments
2795.
Why Facebook Will Start Sharing Revenue with Its Content Partners(csen.tumblr.com)
1 points by mathattack 10y ago|0 comments
2796.
by mathattack 10y ago
I find it hard to be sympathetic. Why is he sad? 6 years of playing video games on someone else's dollar is fantastic. Be glad it lasted more than 3 months. People who slog away for 50-60 hours a week on drudge work still find time for
2797.
by mathattack 10y ago
I think the "sterileness" is their attempt to make it look corporate. One could say the same for Excel, Word and Powerpoint, no?
2798.
by mathattack 10y ago
One thing that Waze misses (perhaps in the interest of simplicity?) is nudges. As in, "I prefer highways" and "I prefer no speedbumps". I don't know a clean way to map it against time (Don't go residential un
2799.
by mathattack 10y ago
You can be pro-founder and still toss frauds out of office. This is a spectrum and a16z appears to be more founder friendly than 90s era VCs who were more likely to be ex-bankers and quicker to replace founders.
2800.
by mathattack 10y ago
That's a little more than things going Southz. That's fraud.
2801.
by mathattack 10y ago
This is how it works at that level. You get paid to not make noise or give bad PR on the way out. (Too bad it doesn't trickle down to junior levels) In some cases the golden parachute is just ensure that people don't fight the
2802.
by mathattack 10y ago
I don't think "teaching women to negotiate" is practical. Is Google or Facebook supposed to send candidates to negotiation classes before offer negotiation time? Is there evidence that a training class can overcome whatever c
2803.
by mathattack 10y ago
Can't you see a world where Lyft or Uber offers themselves as a platform? "You put in the weight and dimensions of the object to be transported, and we'll give you pricing and an ETA for pickup and delivery" People could
2804.
by mathattack 10y ago
I've struggled with this a lot. I used to believe in making it a negotiation. The more I've seen, I've switched to paying for the position. Unless hard negotiation is part of the job description, it shouldn't be rewar
2805.
by mathattack 10y ago
I would think that Elliott's acquisition was that an acquisition might happen - what surprised me was that the price barely moved after that. Usually there's some kind of bidding war at the end. Or a chance that the acquisition
2806.
Elon Musk says we could all be living in a video game(recode.net)
3 points by mathattack 10y ago|0 comments
2807.
Confessions of a newspaper publishing exec: 'We've screwed up by pursuing scale'(digiday.com)
2 points by mathattack 10y ago|0 comments
2808.
The culture and polity that is Washington on Uber(marginalrevolution.com)
1 points by mathattack 10y ago|0 comments
2809.
by mathattack 10y ago
I think a niche approach could work in Japan. The two issues I've seen with taxis over there are price and supply/demand imbalances during off hours.
2810.
by mathattack 10y ago
If someone is talented enough, schools will bend the rules on credentials. You can't do it "on the way up", you have to be "already there." I suspect that a school out there would be willing to triple his salary,
2811.
by mathattack 10y ago
Very off. I didn't want to create a spreadsheet. :-) But the idea is that $95M of the costs are fixed, so whatever you add goes to growth. So on 100M of revenue you have 5M to invest in growth, which will get you a 5M revenue stream
2812.
by mathattack 10y ago
Reasonable point. There are lower cost sources of capital. My impression is that many banks are still nervous about lending to SaaS startups if the GAAP metrics don't look great. This may be why PE companies are getting into the game
2813.
by mathattack 10y ago
I'm making the oversimplifying assumption that costs are fixed. In SaaS business, a disproportionate amount of the costs tend to be. Look at the SG&A line of Qlik, in the news for their recent sale. [0] SG&A at mature compa
2814.
by mathattack 10y ago
It seems like Uber and Lyft are currently doing deals like this as big special one-offs. At what point do real world services like this become plug and play via APIs?
2815.
by mathattack 10y ago
It can also be about funding growth. (Getting more money to invest in your awesome business) Let's say you can get to $100mm in recurring revenue, and your company has $95mm in costs. Let's say that you know that every $1 in cas
2816.
by mathattack 10y ago
Interesting on a lot of levels. One is that they quote it as being a 40% premium to when a hedge fund bought a stake supporting a sale, but only a few percent above today's close. This suggests that the market was betting on a sale a
2817.
by mathattack 10y ago
The overconfidence effect [0] is real. I see it in both made up games (90% of the class thinks they'll score in the top 50% on a test, or 90% of people think they're better than average drivers) as well as real situations where p
2818.
by mathattack 10y ago
Is the issue the product itself, or the perceived relevance? Very hard for fading social networks to regain their former glory. Look at AOL as the best case.
2819.
by mathattack 10y ago
Without knowing any inside info, my impression is there are large fixed costs entering a market. Once the double sided market is built there is a large cash flow, but it takes effort in each new city. Additionally if they are doing R and D
2820.
by mathattack 10y ago
Financial theory (a reliable but not foolproof way to look at this) would suggest that if a company you own shares in has too much cash, the owners would hold onto less cash elsewhere. This theory holds up in terms of maximizing returns, th

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