nbs_tar

7 ms·

1.
by nbs_tar 5y ago
+1. the author's quote (and statements like it) seem to have this underlying unspoken assumption that VCs are the sole vehicle through which new ideas become businesses. that always bothers me. VCs are a small asset class that chases
2.
by nbs_tar 5y ago
the interplay between this pricing practice, and the proposed partial or wholesale bans on large tech cos making acquisitions is where it gets interesting. copy acquire kill just becomes...copy, undercut on pricing and kill. this pricing pr
3.
by nbs_tar 6y ago
CONDUCTED IN FRANCE?!
4.
by nbs_tar 6y ago
It COULD compete with tech giants, it COULDN'T live up to the valuation and had a fiduciary duty to take the offer. Slack's worth $27bn (which is in the top 100 GDPs by country) and was FCF positive. With the right cap table it c
5.
by nbs_tar 6y ago
I had hoped your second sentence was going to be about Hershey ripping off Wilbur Buds!
6.
by nbs_tar 6y ago
Forgetting their access to extremely cheap debt, MSFT has $140bn in cash which they need to use to return as much value to shareholders as possible. They can spend 30% or so of their cash to aggressively enter a fast growing trillion+ do
7.
by nbs_tar 6y ago
This isn’t really a criticism, and I get that the article’s purpose was to focus on gold price as a signal for potential debasement…BUT…it seems like a miss to not even allude to or link out to commentary on the tremendous political power b
8.
by nbs_tar 7y ago
I think the Stratechery article on the acquisition is paywalled, but I liked his explanation that while paypal positions this as a consumer play, its about the demand gen value they could create for paypal merchants. Amazon's oppositi
9.
by nbs_tar 7y ago
BOOOOOOOO CNBC: Headline: 25% of Americans say they worry about money 'all the time' Body: 25% worry 'all' or 'most' of the time that their household income won’t be enough to cover their expenses. Link to 25%