Technology stocks have had a great run over past 3 years since their Feb 2016 bottom. More so, a certain subset of tech stocks (SaaS businesses) have had an even better run. Below I share a chart I came across on Medium by Alex Clayton. blogger. It feels like an almost indiscriminate re-rating of SaaS […]
AI and Poker, here we are…
Facebook researcher Noam Brown made an AI that is able to beat professional poker players in a multi-pot game. This is fascinating. In March 2016, Google team AlphaGo defeated the world champion in Korea in the game of Go. That was an important accomplishment because Go has multiple orders of degrees of freedom over Chess. […]
Is investor optimism running high again like in 2000?
You know I like charts like these! Valuations for businesses like Beyond Meat scare me!
Ridesharing’s saturating usage problem!
When comparing the business drivers of both Uber and Lyft, two things stand out: Uber’s scale and its international reach (40% of revenues). Uber operates in 57 countries already. But elsewhere they look very similar. Of-course to make any comparison we have to make assumptions around a) mix of pool rides being similar (as they […]
Why does Facebook want regulation?
The backlash against the Tech giants has hardly been out of the headlines in the past two years. Google has been fined twice by the European regulator, Facebook has appeared in front of the US Senate to explain its involvement with Cambridge Analytica and the European Parliament has passed a copyright directive, making internet platforms liable […]
Trillion Dollar Baby!
An amazing example of a pre-Internet era business still kicking it!
The wisdom of death
I was chatting with a friend about death this morning. She told me about a man on his death bed who told her what he would do right if he was given another chance at life – spend his time doing what he wanted! A realisation hit me that nothing helps us prioritise (our lives) […]
What drives Pinterest's growth over next 3-5 years?
The company recently filed the S-1 in preparation for its IPO, and disclosed the makeup of its revenues. While most of the MAU growth is from International region, most of the revenue growth came from monetizing the US customer base. The run rate for which at the end of 2018 was ~$3/user/quarter. This compares to […]
