lenley

5 ms·

1.
by lenley 9y ago
Absolutely. Also, Tesla doesn't really have the network effects that other industries have (like search). Companies with similar cultural cache are also catching-up like BMW...
2.
200mph Hyperloop. BUSTED(youtube.com)
3 points by lenley 9y ago|2 comments
3.
by lenley 9y ago
That aggressiveness gets noticed and picked up by lots of different outlets -- from tech aggregators to mainstream business publications looking for "punchy" topics. E.g. look at who appears on CNBC programs. Unfortunately, people
4.
by lenley 9y ago
I think that's an excellent comment about instagram, i wonder if pinterest would also be useful -- since the images of the candies are so enticing.
5.
by lenley 9y ago
The companies still have to be willing to sell, and there's greater and greater liquidity in the market. While the ICO fad will fade, there will be new financial innovations to take the place of ICOs.
6.
by lenley 9y ago
Following your model, then 'innovation' at the big five will slow down and there will be greater incentive for people to create new start-ups... and the cycle will continue.
7.
by lenley 9y ago
I would argue there isn't really a network effect for lyft or uber or any ride-sharing company for that matter. There might be brand and price effects for the companies to battle over amidst both riders and drivers. I'd say there
8.
by lenley 9y ago
This is interesting, it's like First Round trying to create a curated social-news site to draw people in like YC's Hacker News.
9.
by lenley 9y ago
Yes - In my view revenue (and probably most accountants would also say this) is the delivery fee only. If you think about it, most marketplaces have this same issue. This isn't unique to Instacart, Enron did the same thing...(our accou
10.
by lenley 9y ago
It's GMV (Gross merchandise volume or GMV is a term used in online retailing to indicate a total sales dollar value for merchandise sold through a particular marketplace over a certain time frame. - wikipedia) not revenue (fulfilling t
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SEC Statement on Potentially Unlawful Promotion of ICOs by Celebrities(sec.gov)
67 points by lenley 9y ago|2 comments
12.
by lenley 9y ago
This. Airlines are not a favorable model. Airlines irrationally invest, deal with fuel costs they have to partially hedge, can't store capacity... the list goes on.
13.
by lenley 9y ago
I think more people would agree that the economies of scale are not even close to software. And that's even in the best case with autonomous vehicles.
14.
by lenley 9y ago
Transportation / Logistics (energy is shifting away from carbon-based, populations are shifting to cities -- especially in developing countries). Food. Moving from traditional livestock to other more efficient sources of protein (plant
15.
by lenley 9y ago
Jerry Yang made a magnificent bet... one of the best investments ever in Alibaba. I don't think he's received enough credit even as Yahoo has been wound down.
16.
by lenley 9y ago
It looks like Uber maybe pulling out of India as well: https://www.recode.net/2017/7/14/15964808/uber-global-domina...
17.
by lenley 9y ago
These articles are great, but they really need to focus on useful ratios and free cash flow rather than talking about revenue.
18.
by lenley 9y ago
YC's own https://www.startyoshi.com/
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Analyzing Social Networks of Colonial Boston Revolutionaries(blog.wolfram.com)
1 points by lenley 9y ago|0 comments
20.
by lenley 11y ago
Mine too, but I'd say it is more that Über is exploiting driver behavior. If you assume there's the $9.50 wage someone calculated above. + maybe some premium for being able to schedule work hours yourself. + surge pricing, which d
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BuySellAds acquires Launchbit(techcrunch.com)
4 points by lenley 12y ago|0 comments
22.
by lenley 16y ago
They haven't scraped it at all, they've just evolved the product a bit. I think the new designation is more showmanship then "pivot"
23.
by lenley 16y ago
of course ... it's called generating traffic.
24.
by lenley 16y ago
Unfortunately, Internet journalism has become primarily about speed -- so the fastest to report or even speculate wins on aggregation services -- thus the lions share of the traffic.
25.
by lenley 16y ago
It's a great model the game play itself was already a well-proven concept. http://armorgames.com/play/3614/crush-the-castle There are dozens of these extremely popular flash trebuchet games. I think Angry Birds nailed the promotional loop
26.
by lenley 16y ago
I don't think it is a matter of Obama, Paulson had a huge moral hazard during TARP as an ex-GS leader. I think there's a general anti-GS sentiment from the Paulson induced 100% bailout of AIG counter-parties.
27.
by lenley 16y ago
G.S. had the placements before the announcement "leaked."
28.
by lenley 16y ago
The Guys at Basho are great to us.
29.
by lenley 16y ago
Huh? I'm not sure how you can beat _free_ file sharing services.
30.
by lenley 16y ago
GS wants to handle the IPO.

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