50%
1/2 resolved calls right
2 scored · avg 65
single source
10
companies · 37 data points
Sonos will likely go public.
What happened: Sonos filed for an initial public offering in 2018 and successfully listed on the Nasdaq (ticker SONO), raising $200 million.
Verify at source ↗CDN companies like Akamai, Limelight, and Edgecast will be acquired by telecom companies.
What happened: Edgecast was acquired by Verizon (a telecom) in 2017, but Akamai and Limelight remained independent and were not acquired by telecom companies.
Verify at source ↗And, uh, then I took the Lyft ride sharing and I was in a total panic cause we were only doing Lincoln town cars. And I said, well, with sidecar, I offered somebody $25 to take me from San Francisco to Santo road. And Uber would have been 75 lift was like 60 or 50. And this guy did it for 25, but I felt like I was going to die. Cause he was leaning so far back in the chair that I was having like a face-to-face conversation with them. Car smelled like weed. It was like scary. I was like, so that
I mean, look at Uber, right? There was, there was Lyft and sidecar and I met both those companies before Uber. Um, I knew the founder of Uber longer, but I took a sidecar after I'd invested in Uber and I was in a sheer panic. I, I mean, I called Travis and I was like, I just got it in sidecar and it let me pick the price I want to go Palo Alto. Um, and he's like, well, take a couple of rides. Let me know what you think. And, uh, then I took the Lyft ride sharing and I was in a total panic cause
you're never going to have better purchasing power more engineers more leverage more ability to sustain losses than amazon google apple
what people always say about Facebook about Google is intent-based marketing right you typed in Volvo I think you want a Volvo so and and that is called intent right I'm showing an intent if I type in baby stroller I can infer that you're interested intent-based marketing and that's why Google was a better performer than anything that had come before in history
even though YouTube's taking 45% of the revenue and only giving 55 which makes it impossible really to build a business on YouTube if you can look at that as monetized marketing as I like to call it a way to sort of get marketing and maybe make a little bit of money or defer the cost of it you can then funnel it off there
if you view it as the top end of the funnel the pace place where I build a brand to drive traffic somewhere else to do something else that can be insanely valuable
if you view you YouTube is your business your margins at best are about 175%
YouTube is the one place that pays you to develop content
the most misunderstood thing I think about YouTube for me it's only the topend of your funnel
I never believed in building a YouTube company and to this day I still don't believe really
So if I look at, for example, filing regulations on NASDAQ and S&P. Or the New York Stock Exchange, rather, sorry. And NYSE or NASDAQ. They have reporting requirements. And they make you sign the document as a legal representative that the numbers aren't fraudulent and you can go to jail if you like.
i can almost bet it'll be more reliable than anything ibm puts out there
it surprises me that ibm didn't move faster to become perceived as the cloud company it really surprises me
they're probably providing system integration they're probably providing a level of service maybe even customer support you know it's a single throat to choke and it's probably a layer of management services ibm owns a bunch of network management platform tools so i don't think there are a million options for someone like panasonic in the cloud
the industry trusts now amazon s3 and mass
people trust amazon now
amazon is very much a warehouse again the wrong culture yeah it's a well it may be the right culture if you want to do it all yourself right but it's a warehouse it's stacking my selling cheap and that's the beauty of amazon that's why a lot of people like them but i don't think it pretends well to a big global company that wants a high degree of touch points
salesforce.com knows how to do that right so they understand how to sell how to service how to support google doesn't get it
salesforce bought that company it was a hated company by the tech elite it was a loved company by sales people every six percent absolutely and the interesting part of the model is everybody contributes to it can use it for free as long as you add value to it and that's fine because then you get free production right yeah but anyone who wants to pay for it who's not going to spend the time consuming it can pay for it so you get free production and and other people get value and pay for it's a br
when you use salesforce.com they have something called the app exchange it kind of makes sense there because you're not in the app exchange looking for generic applications if you're in the app exchange you're a salesforce.com user and you're trying to juice up your product to do something that it can't do today
i'm the guy who's on record as saying app is crap and i'm not a big believer in the app marketplace metaphor now i know that it's taken hold these days particularly because of the iphone and now we're seeing it in the ipad the problem is i think it's a horrible way ultimately to discover apps because in a world where we only have a few apps okay we can scroll through our pages but as you have proliferation of apps and as you have an app marketplace and as we become as broad and diverse as the in
my view is it's a it's a it's more than a marketing issue i think it's a reliability a customer support and a commitment to serving enterprise customers i go with the commitment to having having personal experience uh inside and outside of google i think that to your point the mindset is still one of you know hey we're a bunch of folks eating pizza serving a bunch of folks eating pizza late at night
if anybody's a gmail user and i suspect all of us are in our personal lives of which i'm one this last week will tell you why they're at four percent market share the service has been down a lot a lot and email delivery has been coming in really slowly
google's as peanut butter as yahoo they just kicked yahoo's ass in search right so they're making so much money that no one cares that it's peanut butter
even the nexus they launch it with almost no thought about how they're going to support the damn product
google is not geared up to serve enterprise they don't get it they don't understand how to service big companies
google does not know how to serve the enterprise they don't full stop there's no customer support there's no uh you know installation there's no si capability there's no mentality they make all their profits from search and therefore there's no even mentality about i'm gonna make commitments to you and keep those commitments from google phenomenal company not an enterprise company and a long way from becoming one
i understand that google has a vested interest in the outcome here because right the way that you discover information in a non-app marketplace world is through search and guess who controls solutions so i get that they have a dog in the fight i just i don't believe it's the long-run metaphor for discovery i really don't
if they have 50 million in earnings which we could probably get to with the million uh dollars a day in Revenue uh this would be 24 times their earnings 24 times their earnings which is not outrageous for a s growing company
people are starting to look at Groupon and say they got hundreds of millions of dollars in Revenue but in fact if you take their cost of goods out and you just look at what their net earnings are it's actually maybe not that impressive
now we're going 4X in less than six months
the rumor is it's DST again DST is it's digital Sky Technologies it's the Russian money
didn't we just get through about two months ago discussing a 4 or500 million valuation I think for memory was around 300 million
the buzz is that somewhere between a 1.2 to 1.3 billion doll pre-money valuation
I would never bet against Bill gross nor would I bet against people like Danny Rymer who had index as you know fantastic track record and obviously I love the guys at first- Round Capital
I think what he's really building is AdSense for people right so it's really people sense is what I I think he's building but it's Bill gross he's going to iterate he's going to figure it out and I don't think it's going to be much of a problem that there is also a Twitter you know homegrown ad Network
I think the deal of the week this week is really tweet up and the reason I think it's super interesting ... I view this as you know in a way goto.com version two