utyop22

7 ms·

91.
by utyop22 1y ago
Maybe in enterprise. But in the consumer market segment, for most cases, its all about who is cheapest (free preferably) - aside from the few loonies who care about personality. The true lasting economic benefits within enterprise are yet t
92.
by utyop22 1y ago
Well we aren't all the same are we?
93.
by utyop22 1y ago
Yes indeed if we look at it from this equation: FCFF = EBIT(1-t) - Reinvestment If the hardware needs constant replacement, that Reinvestment number will always remain higher than what most people think. In fact, it seems none of these inve
94.
by utyop22 1y ago
Is it though? Its only sustainable to the extent that there is easy access to funding on favourable terms...
95.
by utyop22 1y ago
Lol that's nothing to justify a 1 billion acquisition price.
96.
by utyop22 1y ago
TBH this is looking more like an acqui-hire (Im sure they don't want the key people of Statsig to go away....), similar to Windsurf. Consider the fact that the CEO of Apps at OAI worked closely with the CEO of Statsig at Meta.
97.
by utyop22 1y ago
Yes yes, but all you've done is rephrase what he said, added some additional reality to it on top, but underneath at the core the true reality is the same OP.
98.
by utyop22 1y ago
Comparative advantage.
99.
by utyop22 1y ago
I agree to an extent. But this stuff is actually super hard to do. Humans tend not to like doing the hard stuff.
100.
by utyop22 1y ago
"The point of these VC funds is to lose most of the time and win big very rarely." Sure, but in my view, I think we are on the downtrend now and this line of thinking has been taken way too far.
101.
by utyop22 1y ago
Because there were external forces that helped propel and keep YT aloft. If smartphones and so on had not come into existence, it would have crashed and burned. "Uber is similar - they shouldn't exist, they basically broke the law
102.
by utyop22 1y ago
Ultimately real wealth is all about enhancing the well-being of individuals in society by way of an exchange of assets. All we have done is become more elaborate and sophisticated in this stuff but at the core, its been the same throughout
103.
by utyop22 1y ago
Yeah you have to be careful on the internet in general TBH. This place is better than much of the internet but still. Ah the dream would be to have this place somehow be filled with the experts on all topics and let them duel it out.
104.
by utyop22 1y ago
Lol youre missing the point. The WeWork investment proved Son never has an investment thesis - other than spray and pray.
105.
by utyop22 1y ago
It sounds better when you get more specific about what it is. Many people have fallen prey to this and gone a tad loopy.
106.
by utyop22 1y ago
Dude Zuckerberg bought whatsapp because FB Messenger was losing market share... nothing to do with Whatsapps revenue! Rather Zuckerbergs fear of FB products being displaced.
107.
by utyop22 1y ago
In the UK it was an obvious purchase - whatsapp was the main mode of communicaton on a phone. Nobody used Messenger for instance.
108.
by utyop22 1y ago
And? Go create more stuff. Come back and post here when you have built something that has commercial success. Show us all how it's done. Until then go away - more noise doesn't help.
109.
by utyop22 1y ago
I would argue language in general is. Encylopaedia's are just a hard medium to transmit it.
110.
by utyop22 1y ago
Amplitude is on track to be delisted lol
111.
by utyop22 1y ago
Yep people skip over the history re YT - the battles fought re. copyright and broadcasters and so on. Sure it was overcome, but not because of YT or Google, but because of external forces causing those people fighting it to converge on host
112.
by utyop22 1y ago
They recovered their money but what about the opportunity cost? Its actually an economic loss. In retrospect given the risk it was a pretty terrible investment.
113.
by utyop22 1y ago
What you're describing is a glorified mirror. Doesn't that sound ridiculous to you?
114.
by utyop22 1y ago
I'm finding what's happening right now kinda bizarre. The funny thing is - we need less. Less of everything. But an up-tick in quality. This seems to happen with humans with everything - the gates get opened, enabling a flood of p
115.
by utyop22 1y ago
You're comparing the value of equity to firm earnings? Lol. I don't really bother calling out most financial stuff on here since I can't be bothered but come on. Its not internally consistent, at all.
116.
by utyop22 1y ago
Yeah these things take time to play out. So I always just say, the large populous of people will finally realise fantasy and reality have to converge at some point.
117.
by utyop22 1y ago
But if you're an investor who doesn't care about the long-term value of the firm, all you care about is maximizing your return on future sales of the shares of stock. Doing proper intrinsic valuation with technology firms is nigh-
118.
by utyop22 1y ago
Remind me what happened re. SoftBank + WeWork.
119.
by utyop22 1y ago
There's a subtle and nuanced difference between real wealth and financial wealth that most people never touch on.
120.
by utyop22 1y ago
Lol yeah I generally read most comments on here with one eye closed. This is one of the good ones though.

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