$ABNB CEO @bchesky breaks down the big tech problem:
-- too many employees working on too many projects simultaneously
-- no cohesiveness
-- quality goes down
-- consumers get confused
Start to use chatGPT to edit my writings, they do look more professional and they are shorter, but a little lack of authenticity probably because it’s too good
My article on $META and its challenges is out.
- The rise of TikTok and what it means for $META,
- The Apple privacy change problems and monetization
- The Metaverse and its cash burn.
I also talk about the valuation and what is reflected in it.
uncoveralpha.substack.com/p/metas-challe…
There’s a lot of fuss over a $43B offer for Twitter. For the record LinkedIn did $10B in revenue last year and is healthily profitable (unlike Twitter). If it was still a public company easily a $100B+ EV even with decline in tech multiples.
Meta is dropping a new targeting optimization tool soon that I believe will help brands DRASTICALLY improve their LTVs.
I’m very excited about it. 📈📈📈
If you want me to share the write up with you, fav this tweet and request a copy in the replies! I’ll send by end of week.
~8yrs ago (Dec’12) I got a job @Google. Those were still early days of cloud. I joined GCP @<150M ARR & left @~4B (excld GSuite). Learned from some of the smartest ppl in tech. But we also got a LOT wrong that took yrs to fix. Much of it now public, but here’s my ring-side view👇
Contrary to popular belief, $FB is way ahead of YouTube and $TWTR in assessing reported contents.
Here's what % of these contents was removed:
$FB 87.6%
YouTube 79.7%
$TWTR 35.9%
Source: June 2020 European Commission report
Thank you! Belmont PD would like to thank our community for your support during these difficult times. And we enjoyed spending time with the families who stopped by and surprised us on Saturday. Awesome! #BelmontWatch