Marcelo P. Lima

@MarceloPLima

Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. Sign up for updates:

Miami, FL
Vrijeme pridruživanja: svibanj 2009.

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  1. Prikvačeni tweet
    8. sij

    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:

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  2. 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?

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  3. prije 12 sati
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  4. prije 17 sati

    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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  5. prije 17 sati

    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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  6. prije 18 sati

    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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  7. prije 18 sati

    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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  8. prije 18 sati

    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.

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  9. prije 21 sat

    Meant to write Q4 call, from Jan 29

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  10. prije 21 sat

    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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  11. 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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  12. 3. velj

    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:

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  13. 3. velj
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  14. 2. velj

    Interesting post by with ideas that public market investors should try to emulate, if only they can also have a timeframe of 10+ years:

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  15. 2. velj

    “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:

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  16. 1. velj

    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.”

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  17. 1. velj

    A politician attacking a company for lowering prices—in this case, Roosevelt and NY utilities:

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  18. 1. velj

    Nobody talks about utilities today, but back in 1930 they were the villains, with their outrageous markups, or so politicians thought:

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  19. 1. velj

    “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:

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  20. 1. velj

    Before Sulzberger, it was Hearst who wrote the scary, click-baity headlines:

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  21. 1. velj

    Interesting parallel between what happened to electric utilities after the 1926 elections and to tech companies after 2016:

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