Mikho

6 ms·

1.
by Mikho 4mo ago
This will be a success. There is no need to sell an amount comparable to the Tesla Model S. It's Ferrari's first entry into the premium 5-seat EV sedan market. There are enough people who would pay any money to have an electric Fe
2.
by Mikho 4mo ago
Ferrari Luce is the nicest KIA design ever.
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by Mikho 9mo ago
That kind of M&A shenanigan without actual M&A to not attract scrutinization is pretty popular this year. E.g., Meta's "acquisition" of ScaleAI for $14.8 billion and Alphabet's "reverse acquihire" of ke
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by Mikho 9mo ago
The author should really rethink the relations with clients and "freedom" they get in the process. Back when I did websites for clients, often after carefully thinking a project through and getting to some final idea on how everyt
5.
Dear Microsoft: Stop It with Copilot, Already(sympmarc.com)
6 points by Mikho 1y ago|0 comments
6.
by Mikho 2y ago
I start thinking that Trump and Elon are Russian assets whose task is to destroy the US from the inside. Both were heavily involved with Russians before, travelled to Russia as private citizens, and they both could be compromised long ago.
7.
by Mikho 2y ago
If the main reason for blogging is to get an audience and/or become popular, I'd say it's not blogging. It should be a serious descision to do it as a job, not "blogging". If blogging is a personal project then it c
8.
by Mikho 2y ago
What really annoys is web-sites that force dark mode without an option to switch to light mode. There MUST be an obvious switch option when a web-site forces or offers dark mode—what matters is for a user to be able to change the mode. It&#
9.
by Mikho 2y ago
Why iPhone? Why not another Android—not Google's one? For me, it looks like you wanted to switch to iOS and looked for an excuse to blame something else for your decision. You blamed Google, not Android. In this case the rational decis
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by Mikho 2y ago
One should consider that Gemini will have a paid version "Gemini Advanced" [1] for phones and whenever one has a phone with free Gemini version, it will constantly be annoyingly reminding about and pushing to the paid Gemini usage
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by Mikho 2y ago
Jason just wasn't into it and invented a random reason to say no... and brag about it—after all, his day-to-day job is constantly tweeting, bragging, and pretending about giving advice to become visible for startups and get the deal fl
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by Mikho 2y ago
Now it's MAAMA (Microsoft, Apple, Amazon, Meta, Alphabeth)
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by Mikho 2y ago
Here is a novel idea: why doesn't humanity instead of projecting a laser on a hand somehow create a small screen with high enough resolution and even bright colors that could be attached to a hand and every time one raises a hand it tu
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by Mikho 2y ago
Those who think that A16Z—and many other VCs per se—started their own media arms or at least blogs to "help industry" probably lived under a rock. There are just 3 reasons for a VC to invest in its media arm: 1. Help to create a d
15.
by Mikho 2y ago
This a classic self-righteous text from a person who doesn't want to take ANY risk but wants to be a technical co-founder in the notion of "pay me the full market salary and give a lot of shares for me to even consider being a co-
16.
by Mikho 3y ago
The real problem with the Apple Tax — it ruins value-chain and makes it uneconomical For every value created a customer receives there is value captured by a company paid by this customer. Let's say a company creates a service valued a
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by Mikho 3y ago
The real problems of the Apple Tax — it ruins value-chain. For every value created a customer receives there is value captured by a company paid by this customer. Let say a company creates a service valued as 1X by customer and customer pay
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Amazon requires services on Fire TV to give it 30% of ad impressions or revenue(streamtvinsider.com)
188 points by Mikho 3y ago|193 comments
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by Mikho 3y ago
For those who want to crunch numbers here is the Excel file I created for the comparison with all the scenarios and valuations: https://link.babich.me/ycdeal
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by Mikho 3y ago
In general, any decision in the early days has a long tail and consequences. Hire the wrong person—and start-up wastes not only a semi-annual or an annual salary (more than $30K) but also a lot of valuable time. Sometimes wrong hire could k
21.
by Mikho 3y ago
Thanks. Good read. I'd say legal fees don't influence the cap table and, hence, founders' share unless founders pay them with equity. So, it's a matter of the way the investments are spent, not the cap table structure. B
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by Mikho 3y ago
The 4% participation right in the priced round—if YC decides to exercise it—doesn't change anything since it will be a normal equity investment along with a new investor. It means that this new investor gets 96% share of the round and
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Is Y Combinator worth it by numbers?(michaelbabich.medium.com)
3 points by Mikho 3y ago|8 comments
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by Mikho 3y ago
I crunched some numbers to model different scenarios and different start-up valuations to compare whether the YC deal is any good and what the other options are. In general, thinking about the 7% of the Safe and whether it's worth it i
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by Mikho 3y ago
I recently did some napkin math of a YC startup cap table to see what ownership % is given up for what money after YC and what valuation should be targeted at the demo day to keep YC ownership at not more than 10% for $125K+375K with prereq
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by Mikho 3y ago
Wonder why YC wouldn't split into themed programs with less startups in each like some other accelerators. More focused themed groups could probably be more helpful for startups. Only very broad generic recommendations kind of work for
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by Mikho 4y ago
This huge blue Bing icon in the toolbar near the address bar is really abusive. It's too big and really provides no real value except offering users to sign up for a waiting list. There is a hack to remove it. The simplest option is to
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by Mikho 4y ago
In reality, scooter sharing should be rather a loss leader for a bigger business to retain customers but it's not viable for it to be an independent business. When the Bird scooter sharing service just emerged, I wrote an article where
29.
by Mikho 4y ago
For people who are themselves boring and forgot how to be curious or passionate to feel life, everyone and everything around is boring. Such people got used to being entertained by outside signals like TV, games, social etc. They often can&
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by Mikho 4y ago
For those who enjoyed the trilogy, there is a fourth book "The Redemption of Time: A Three-Body Problem Novel" written by Baoshu [1]. Originally one of the first fanfics by the Chinese sci fi author. Later approved by Liu Cixin hi

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