Facebook WhatsApp Red Ocean, Google Nest Blue Ocean
I come here to bury the WhatsApp conversation not to praise it. The Noble Om hath told you Zuck was ambitious. And grievously he is paying for it. Yes, $19 billion dollars. Yes, half a billion people use WhatsApp and its on its way to being the ne…
The Unsustainability of Hyper Growth VC Startups
B2C Internet plays are all about fashion trends and I’m not an arbiter of fashion. I can’t tell you whether this is the right time to make millions using sock puppets to sell pet food. I can tell you how to solve a hard problem that has valuable ROI in the Enterprise. I prefer the latter as a way to maximize the value of my career investment portfolio.
Arbitrage
I just read Paul Graham’s excellent post on what happened to Yahoo and this one paragraph jumped out at me: I didn’t realize the answer till later, after I went to work at Yahoo. It was neither of my guesses. The reason Yahoo didn’t care about a technique that extracted the full value of traffic […]
Once You Have Bad Programmers, You’re Doomed!
I love that line from Paul Graham’s post about what went wrong with Yahoo: In technology, once you have bad programmers, you’re doomed. I can’t think of an instance where a company has sunk into technical mediocrity and recovered. Good programmers want to work with other good programmers. So once the quality of programmers at […]
