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Prikvačeni tweet
What are some of the trends that will impact the world over the next ten years? Here are a few on my radar. New post:https://www.hellerhs.com/post/the-world-in-ten-years …
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According to Musk, incumbent car companies make 100%+ of their profits from selling spare parts. Dealerships also make most of their profits from service. True?pic.twitter.com/LabeGCdEpr
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Correction, including subscription revenues, looks like YouTube is $18 bn vs $20 bn for Netflix... still... seems like it could be way higher given 2 bn logged-in users
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That said again, Sundar emphasized GCP is growing meaninfully faster than cloud overall, so > 53% and maybe > than Azure's 62%?
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That said, very impressive ramp-up in growth rate for GCP from 44% YoY growth at the end of 2018 to 53% growth now.
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YouTube has > 10x the users Netflix has (subs), but revenues are only 3/4 of Netflix's. Not apples to apples but... There's probably a ton of opportunity for YouTube as it looks undermonetized.
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GCP at $10 bn run-rate but includes G-Suite... hard to compare with AWS's $40 bn run-rate. Doesn't matter given size of opportunity, just annoying.https://twitter.com/MarceloPLima/status/1154743384877277184 …
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Meant to write Q4 call, from Jan 29
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Tesla's stock will probably come down as this vertical move looks too steep too fast, BUT if it's true that the business is self-funding (per Q3 call), then the short thesis that this is a zero and/or bankruptcy is fundamentally flawed.
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Marcelo P. Lima proslijedio/la je Tweet
Statistical mimicry is to language what a plastic toy picturing a bus is to public transportation innovation. It may look right, but it can't perform its function. A horse-drawn cart would be cruder, but could actually move people from A to B. It's cargo-cult AI.
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Lots to love in this interview with Elon; striking that he was working illegally at first (on a student visa) on a revolutionary mapping service. Shows how dumb our immigration policies are:https://pca.st/episode/bbffc401-a4d8-4373-b531-83bf1058f5ee …
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Interesting post by
@fredwilson with ideas that public market investors should try to emulate, if only they can also have a timeframe of 10+ years:https://avc.com/2020/02/the-long-buy/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+AVc+%28A+VC%29 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
“Insull is the greatest man I’ve ever known...but he knows politics, and he’ll understand” — politician before launching investigation. Soon, everyone piled on:pic.twitter.com/2RgQdp6e1y
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This book was written in 1962: “Demagoguery was one of the tools of the politician’s trade, one entirely unrelated to what they did in public office.”pic.twitter.com/J1n2Y6XOQo
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A politician attacking a company for lowering prices—in this case, Roosevelt and NY utilities:pic.twitter.com/7lWbiMrts1
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Nobody talks about utilities today, but back in 1930 they were the villains, with their outrageous markups, or so politicians thought:pic.twitter.com/8wyxS9fhI9
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“An era was dawning, the era of trial by newspaper...backed by impressive but inaccurate and irrelevant data.” The dawn of the Gell-mann Amnesia Effect:pic.twitter.com/7LMIi2k3Q3
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Before Sulzberger, it was Hearst who wrote the scary, click-baity headlines:pic.twitter.com/Y6X3gL5UGZ
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Interesting parallel between what happened to electric utilities after the 1926 elections and to tech companies after 2016:pic.twitter.com/lueMtF9YJR
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