Amir EfratiOvjeren akaunt

@amir

Online. Reporting , ex-WSJ. Amir (at) theinformation (dot) com. DM for Signal. Tips:

San Francisco
Vrijeme pridruživanja: veljača 2010.

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  1. Prikvačeni tweet
    6. sij

    Senior execs/managers at 🚗🛴Uber🚐🍟 say: *"Ride-sharing" aka UberPool doesn't work *Uber less efficient than rival startups in food + scooters/bikes *Autonomous vehicle R&D: 👎 *Uber Cash, Uber Bus: 🦥 *Unit leaders being held accountable?🤷‍♂️🤷‍♀️

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  2. Fintech/alternative banks still fairly 🔥 in VC-land. Viva la ?

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  3. New details on Apple's recent demo of "Project Titan" self-driving car prototype for senior Apple execs. The good news: demo went well. But also: Welcome to 2016, Apple. From:

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  4. The state-of-the-art self-driving car prototype (by Alphabet's Waymo) costs more to operate than ever:

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  5. proslijedio/la je Tweet
    5. velj

    Remember that graph I highlighted two days ago about the coronavirus? This is it now. In 2 just days we went from 8,000 cases to 24,000 and 180 deaths to 490. We are off the chart -- SARS was nothing compared to the coronavirus.

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  6. proslijedio/la je Tweet

    What a quote from Eric Schmidt in ’s “Plutocrats.”

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  7. 5. velj

    If you bought at $880 per share, or heck at $750 per share, I would love to interview you.

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  8. 5. velj

    I mean at this point if you're will to spend $880 per share, might as well make it an even $1,000. I can't even...

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  9. 5. velj
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  10. 4. velj

    Surprised by the number of emails I've gotten about this. Looking forward to your questions!

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  11. 3. velj

    New: Microsoft org chart shows its top 193 execs & managers. This was not easy to pull this off!

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  12. 3. velj

    Basically Tesla will need to grow revenue annually by at least 5% for decades and generate a profit margin after tax of more than 40% during that whole period to justify this stock price, based on how public cos. are valued — .

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  13. proslijedio/la je Tweet
    1. velj

    Who is WeWork's next CEO? A colorful real estate executive who turned around a mall owner on the verge of collapse and got very rich doing it. He has his hands full with WeWork too. WeWork's announcement naming Sandeep Mathrani is imminent.

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  14. 30. sij

    Just to recap, Tesla market cap went from ~45B three months ago to $115B now, surpassing all but one carmaker. That's...rather remarkable.

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  15. 29. sij

    Tesla generated 💵 in 5 of the last 6 quarters after generating 💵 just once in the prior 22 quarters.

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  16. 29. sij

    Tsla is earnin'.

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  17. 29. sij

    Yes, is laying off some employees in marketing, or 1.5% of staff, but its overall headcount could grow by about 20% this year. It's not downsizing.

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  18. 29. sij

    Facebook reached a🍴in the🛣️. That fork was: take a ↖️ to go after Netflix or take a ↗️ to go after YouTube. It's now clear which path FB's taking. I guess Reed Hastings could have stayed on the board after all! via

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  19. proslijedio/la je Tweet
    29. sij

    🤔 Wondering why you keep hearing that unprotected left turns are an incredible engineering challenge for self-driving cars? Learn more by joining 10k others in subscribing to my free, pun-heavy email newsletter “Let Me Level 5 With You”. 👉

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  20. 29. sij

    Apple appears to have a stance on military contracts—not to do 'em. (Even excluding this case.) via

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  21. 29. sij

    apple earns should be a signal to airpods haters that, quantitatively, they are getting beat.

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