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I've summarized observations on Indian tech from my most recent trip! Themes / trends I learned most about - - Bharat - B2B marketplaces - Paying for business software - India becoming a global SaaS hub - Repeat founders - Reasons people are moving backhttps://dysposition.com/2020/01/28/learnings-from-my-trip-to-india/ …
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Yar lekin disappointing when the stakes are high should be trademarked by Spurs at this point
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I may not know much about football, but I do know a thing or two about football
and that 49ers performance felt extremely Spursy.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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I wasn't able to connect with everyone I wanted to, but that's what future trips are for :)
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A huge lot of thanks to everyone that took the time to share their perspective with me
@monagandhi@maliksanchit@avinashraghava@sagarb@abhayjani4@ankits_tweets@vivekk@ishtaarth@sehaj23@jiteshluthra@gshewakr@varadhjain @manish_saarth@shuvi@shivassangwanPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
‘Streamers with 10,000 concurrent views on Twitch or more can get offers topping $10 million while smaller streamers can get up to $1 million.’https://www.cnn.com/2020/01/26/tech/video-game-streaming-wars/index.html …
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How good is this Lyft Pink deal with Chase Sapphire!! Deleting uber for the year now
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RIP Clay. Reading the Innovators Dilemma in college helped me discover my interest in the business of technology and lead me down the career path I’m on today. Forever grateful.https://twitter.com/techmeme/status/1220781985918017536 …
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Thoughts on Dream 11? Can revenue growth continue when promo expenses need to be dialed back? 2018: revenue - 224.6 Cr ($32 mil), promo expenses - 230 Cr ($32.85 mil) 2019: revenue - 775.4 Cr ($110 mil), promo expenses - 785 Cr ($112 mil)https://entrackr.com/2019/11/dream11-revenue-records-3-5x-jump-in-fy19-spent-rs-785-cr-on-ad-promotion/ …
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29th in the net spend league, 1st in the league
What an amazing job Klopp, Edwards and FSG have donehttps://www.football365.com/news/europes-biggest-net-spends-since-2015-liverpool-29th …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
This hits all the right notes! A question then is to what extent can social capital earned in SF be transferred to NYC, LA, London, India, China etc? Is it useful to ask if there’s an ‘exchange rate’?https://twitter.com/Alex_Danco/status/1220370656690409472 …
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Folks in SF, lmk if you’re going to this! Just got my tickethttps://www.eventbrite.com/e/uncanny-valley-author-anna-wiener-in-conversation-w-casey-newton-tickets-90055874545 …
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‘Forensic experts hired by Jeff Bezos have concluded with “medium to high confidence” that a WhatsApp account used by Saudi Crown Prince Mohammed bin Salman was directly involved in a 2018 hack of the Amazon founder’s phone’https://www.ft.com/content/83dcdf74-3c9b-11ea-a01a-bae547046735 …
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Answer to (2) is also no because getting a notification over WhatsApp doesn't deliver a 3.5x improvement to the business, yet. (3) is where it could get interesting, provided FB invests in better tooling for businesses. Perhaps that becomes a priority this year?
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Assuming an avg list price of $0.01 per message (cursory glance at list prices of Twilio, Gupshup, Nexmo, assuming no volume discounts) that translates to 265 B* 0.01 = $2.65 billion up for grabs, growing at 20% yoy. Answer to (1) is no imo market doesn't seem big enough for FB.
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Other important questions are (1) whether the current Indian A2P SMS market is large enough for FB, (2) what market share can they get at a 3.5x premium to SMS (3) if they can charge for 2-way messaging. Indians will receive 265 billion SMS in 2019 /2https://economictimes.indiatimes.com/industry/telecom/telecom-news/sms-still-alive-and-kicking-on-back-of-applications/articleshow/69899251.cms?from=mdr …
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Great summary, but imo the difference between commerce - buying shoes, booking a flight and customer service/on-boarding - order updates, loan applications needs more emphasis. Messaging doesn't work for #1, but showing promise for #2 globally regardless of messaging channel /1https://twitter.com/tam_arund/status/1219496430156468224 …
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God using the internet in the EU is so annoying. This is basically every single page right nowpic.twitter.com/5G7f8EejoZ
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Twitter Topics, why am I seeing this crap?https://twitter.com/TheManUtdWay/status/1218617231833169920 …
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