nrao123

18 ms·

91.
by nrao123 12y ago
Malyk Your earlier comment about the income level brackets was fantastic! That helped better understand the issue. Not sure why your comment was downvoted!! Th
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Google's Driverless Cars Now Mastering City Streets(googleblog.blogspot.in)
2 points by nrao123 12y ago|0 comments
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by nrao123 12y ago
My understanding was that a large part of the book was about wealth inequality & persistence over time. My assumption was that income (flow / p&l) & wealth (stock / balance sheet) are correlated. By pointing about chur
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by nrao123 12y ago
3 Points about the the latest Piketty book: ======================== 1) Churn in Inequality: ======================== 12 percent of the population will find themselves in the top 1 percent of the income distribution for at least one year 39
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by nrao123 12y ago
Mike Moritz saw this coming: http://www.linkedin.com/today/post/article/20130805231302-25... In Los Angeles customers who pay $220 up front for Amazon Fresh, the company’s home delivery grocery service, get ‘
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by nrao123 12y ago
A key part of living in big cities is the optionality. Because some of these cities are so dense with engineers , investors etc that the probability of something positive happening to you is far higher than other cities. for e.g. the odds o
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by nrao123 13y ago
I think the OP may have been referring to the massive expected price declines in the storage market. Price cuts like this: http://readwrite.com/2014/03/17/google-drive-pricing-plans-d... Dropbox would ultimat
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by nrao123 13y ago
Here is Marc Andreeseen's interesting take on why exec compensation maybe high: Conventional theories of exec compensation being so high either (1) what market can bear or (2) board/mgmt agency problem out of control. Alternate th
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by nrao123 13y ago
If you are suggesting peter Fenton & not benchmark owns the shares - that's probably not correct. Footnotes in page 120 imply that are representing the VC firms holdings
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Ask PG: Why wasn't the iPhone invented in 1907?
6 points by nrao123 13y ago|0 comments
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by nrao123 13y ago
They may be the best performing fund of all time. My post from 2-3 years ago: https://news.ycombinator.com/item?id=2854630 320 YC Companies X $30k/Company = ~$10M Investment Dropbox Return=~3% Share X $10BN Valuation=$
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by nrao123 13y ago
I literally read this SF Gate article on how out of town writers should write the stereotypical article about SF an hour before I read the NYT article. I smiled to myself when I saw the resemblances http://m.sfgate.com/livin
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by nrao123 13y ago
The repetitive theme in this excellent post seems to be hard coded KPIs/Metrics. For those of us who work at large organizations & who have to deal with metrics/KPIs, We need to understand that every time we track a metric&#x2
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by nrao123 13y ago
I think you are referring to the observations of John Gapper, Michael Mace & Ben Evans... --- John Gapper @ FT: http://www.ft.com/intl/cms/s/0/e57abef0-cd0c-11e2-90e8-00144... "The best comparis
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by nrao123 13y ago
What a co-incidence! Fred Wilson posted on this very topic this morning. http://www.avc.com/a_vc/2014/02/inspired-by-github.html From his post: "I was at a hackathon up at Columbia University last weeken
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by nrao123 13y ago
It is not only the fringe. It's almost a rite of passage for ambitious prosecutors/attorney generals to take on Wall Street and/or corruption. Guiliani, Spitzer & now Bharara (he took the lead on Galleon, SAC, etc)
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IWatch is finally coming?(9to5mac.com)
1 points by nrao123 13y ago|0 comments
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by nrao123 13y ago
Separately from the disease analogy, Facebook could exhibit reverse network effects on the way down. Brad Burnham & Fred Wilson have also talked about reverse network effects. Here is a link from Fred talking about Single User Utility
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Sapeurs(youtube.com)
1 points by nrao123 13y ago|0 comments
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by nrao123 13y ago
Anand, What will be great to do if at all possible is to identity common patterns across key sectors. Here are some patterns I have seen: Lack of marketing/growth -Everpix, Sonar... Lack of domain expertise - Vitoto... No coders/p
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by nrao123 13y ago
Dude - this is so brilliant! Was just going through pmarca's tweets yesterday & was thinking "damn- I wish somebody can convert this into a blog post" . Thank you! Let me know if you need help. I can pick a day of the wee
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by nrao123 13y ago
Thanks Paul for this. I posted this in the comment thread an hour ago making the same exact point but was lost in the comment weeds. I guess PG'a secret Algo of surfacing sensible comments to the top is working. https://news
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by nrao123 13y ago
Hmm- you may well be right. Because VC as an asset class have underperformed. But- you wouldn't have made a fortune shorting it. Maybe, even lost a little money but not much. On the other hand, if you shorted USV/Sequoia/Benc
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by nrao123 13y ago
Yes- agree with you. I think DHH/JF & 37s were not making as much fun of the actual valuation but the lack of monetization. If we stretched the valuation analogy, it could be applicable to AMZN/Bezos as well- where there is al
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by nrao123 13y ago
If 37signals put thier money where the mouth was & actually shorted the companies (FB & Twitter), they would be in a lot of pain now. This original post by Jason Fried was making fun of Twitter which went from 1bn to 25bn. More back
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by nrao123 13y ago
Here was my "valuation model" when they raised at 800M: 5 Years From When they raised : 100M Users X $4 worth of advertising per user X 50% margin = $200M Cash Flow X 20 Times earnings = $4BN - solving for a 50% IRR over 5 years g
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by nrao123 13y ago
Are you suggesting that if Fed stopped QE1/2/3 , then discount rates would go up & therefore the DCF valuation will come down? But- if one did a sensitivity analysis for changing discount rates & valuation - it wouldn&#x27
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11 Reasons your start up should Not get a patent(calstartuplawfirm.com)
2 points by nrao123 13y ago|0 comments
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Apple & Yahoo: Turnarounds Take A Long Time(cgviews.wordpress.com)
1 points by nrao123 13y ago|0 comments
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Soros Vs Steinmetz(newyorker.com)
2 points by nrao123 13y ago|0 comments

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