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Turner Novak proslijedio/la je Tweet
Looking at
@YouTube revenue breakout for the 1st time at $15.1 billion: Does not include over 2 million@YouTubeTV users (thats ~1.2 bn in revenues) over 20 million@youtubemusic /@youtube premium subs (thats ~2.4 bn in revenues) so closer to $19 bn total in 2019$GOOGLHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Reddit announces 1-1 chat and subreddit group chats. Leaning further into messaging feels like a smart move. Wonder what usage will look like?https://redditblog.com/2020/02/03/one-to-one-and-subreddit-chat-its-finally-here/ …
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She's really sharp! If you're hiring, shoot me a DM and I can connect you.
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Good write-up on black beauty and hair care by a student at
@UMich trying to break into VC after graduation - Black hair care was a $2.5B/yr market in '18 - 87% think health is the ultimate beauty accessory - Purchasing power of black consumers is $1.3Thttps://medium.com/@dmcole/the-billion-dollar-blindspot-what-traditional-vcs-founders-are-missing-7b85c696e371 …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Turner Novak proslijedio/la je Tweet
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@MorningBrew is looking for a FT growth marketing (in NYC) to help grow our 4 franchises (@MorningBrew,@Retail_Brew,@etechbrew, and@bizcasualpod). Ideal candidate has a few years of experience at an ad agency or DTC brand. Dm me if interest or tag people who may be.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
The initial, deleted version of this tweet was a great reminder that I use Shopify and Spotify interchangeably
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These charts from the startup Finix hint that practically all the free cash flow Shopify is projected to start generating will come from its payments producthttps://twitter.com/maustin_4249/status/1224074534019461120 …
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Elon’s new EDM track is low key
https://soundcloud.com/user-209448905/dont-doubt-ur-vibe …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Turner Novak proslijedio/la je Tweet
The number of daily new suspected cases of
#coronavirus in China declined today, while the number of daily new confirmed cases leveled off. Fastest growing category is people who have recovered and released from the hospital.pic.twitter.com/DpkKf9okFv
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Turner Novak proslijedio/la je Tweet
Since announcing the Barstool deal, Penn's market cap grew from $2.9b to $3.6b. They just bought a $400m company and $100m in revenue...for free.pic.twitter.com/Vn08oEYFDv
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This 106 minute podcast by Ben and David is a great deep dive on Facebook's WhatsApp acquisition. Thanks for the shout out, it was great chatting about this one!https://twitter.com/AcquiredFM/status/1222540517675634690 …
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Bentley Hall coming over from Plum Organics to turn around Good Eggs and raise from Benchmark and Obvious Ventures feels like an under reported story in tech. Good article on it here from 2018: https://www.fastcompany.com/40554143/how-good-eggs-came-back-from-the-brink-and-plans-take-on-amazon …pic.twitter.com/crFsNTbBie
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Turner Novak proslijedio/la je Tweet
China is live streaming the construction of the two temporary hospitals for
#Wuhan#conoravirus patients, and over 38 million people are watching it. Just imagine the pressure. Massive respect for everyone who is working on this!#加油武汉pic.twitter.com/7xDyl0gc2Y
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Realized that this chart was unclear; this one is easier to understand! https://twitter.com/TurnerNovak/status/1222947692353150978 …pic.twitter.com/fNatJCSJbt
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One last thing: Facebook also said it would switch to only reporting this new “Family User” metric. Since there is no geographic or individual app breakdown, it will make it difficult for analysts to determine the health of Facebook’s core business!https://twitter.com/turnernovak/status/1222947685973602306 …
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Facebook has plenty of plans in payments, commerce, etc. Its historically generated over 98% of revenue from advertising, so these could help Facebook monetize its emerging market users - but it will have to compete against Bytedance! Something to keep a close eye on in 2020!
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Facebook's pricing power (and cash flow) could be in serious trouble if Bytedance is able to really ramp up its self-serve ad network. The key will be: can TikTok age up and capture higher value video views from the core Facebook feed.
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App Annie data shows that time spent using TikTok in the US hit escape velocity in 2019, and is increasing exponentially. I'm expecting total US time spent in TikTok to surpass Snapchat and Instagram in 2020; it could even surpass the core Facebook app.https://twitter.com/TurnerNovak/status/1220340463607132160 …
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Facebook doesn't breakdown FDAP numbers by geography, but if you use it to calculate a rough all-in cost per user (Total Expenses + Total CapEX), and consider that APAC and RoW include some US-like markets, its clear Facebook generates all of its cash flow from developed markets.pic.twitter.com/AO30KcN7sz
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Facebook recently rolled out a new "Family Daily Active People" metric, which is the average number of people who use any one of Facebook, Instagram, Messenger, or WhatsApp on either mobile or a web browser, on a given day (FB also explains its just a best-guess).pic.twitter.com/YRysbTpWQs
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