modest proposal

@modestproposal1

I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.

Vrijeme pridruživanja: kolovoz 2011.

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  1. Prikvačeni tweet
    3. ožu 2016.

    Priors confirmed, now back to work everyone

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  2. So Azure is bigger and growing faster than GCP and Instagram is as big or bigger than YouTube and growing faster. Interesting to see what people make of these numbers.

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  3. proslijedio/la je Tweet

    In response to KC peaking at a 97 share a lot of people are asking “What about the other 3%?” So for the record: Kansas City - 9:00-9:15pm CT Super Bowl LIV - FOX - 97 share NCIS - CBS - 1 share Dr. Pimple Popper - TLC - 1 share

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  4. 2. velj

    Is it an in kind donation letting Bloomberg live rent free in his head?

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  5. 1. velj
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  6. 31. sij

    The question remains why the change wasn’t controversial on mobile. Clickstream data seems to indicate it meaningfully increased clicks on ads, the optics are just as confusing, and mobile is obviously far bigger source of revs for Google.

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  7. 31. sij
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  8. 31. sij

    The importance of identifying and partnering with great talent keeps coming up in conversations. Seems like it is an underrated and under discussed skill to develop and master.

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  9. 31. sij

    This was great. Chetan gives great history and context for how we got to today. And dispels a number of seemingly conventional heuristics in enterprise software. Another thing that stands out is his enthusiasm for the subject matter. Can tell he legit loves it.

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  10. 31. sij

    Grubhub on earnings call: “we are going to add non partnered restaurants to match our competitors offerings” Journos when Grubhub adds non-partnered restaurants: “wtf Grubhub added non-partnered restaurants”

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  11. 31. sij

    DoorDash has links on its site for what to do if you are a non-partnered restaurant. So does Postmates. The hyperventilating about Grubhub is silly when this has been happening for 5+ years. It is standard operating procedure.

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  12. 30. sij

    "Unfortunately, as we move towards a more sustainable growth, and towards a new profitability focused plan, some roles will become redundant."

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  13. 30. sij
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  14. 30. sij

    Toni Sacconaghi with the perfect title

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  15. 30. sij

    someone's gonna write a book just on the game theory, posturing, leaks, and signalling that preceded the inevitable consolidation

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  16. 30. sij
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  17. 30. sij

    stories hit within minutes of each other

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  18. 29. sij

    And I can't think of a higher compliment to pay someone in IAC speak than: "I think there's no one better driving product conversion than Shar Dubey"

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  19. 29. sij

    Greg Blatt when he announced he was stepping down as CEO of MTCH: "a particular shout out to Shar Dubey, who came over from Match Group to act as COO of Tinder during this period"

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  20. 27. sij

    In Jan 19, I though it was likely housing would look better by midyear. Falling long term rates from the Fed's correct pivot actually meant sales were up Y/Y every month but May, and starts have been up Y/Y every month since June.

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  21. 27. sij

    Think back to Nov/Dec last year, how crazy it would it have seemed that 2019 would be the best year of new home sales this cycle. "Annual sales in 2019 were at 681,000, up 10.3% from annual sales in 2018, and the best year for new home sales since 2007"

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