Viewing profile — anshublog

Models inherently lack a business model so they need to find one. They have monster cap tables and firepower but lack a durable core revenue engine. This leads them to go up and do…

NVIDIA was a small cap in 2016. Netflix was a small cap in 2016. Intel was the leader. Comcast was the leader. Yes Google and Apple have done great but its because they have made s…

thanks. :) [og author here]

Yes, when I wrote this article - I was pointing out that we seem to have missed this rather common pattern. And if you understand this pattern you can avoid some strategy mistakes.…

exactly. it took longer for Apple to fix its Maps app - and to this day their email app is nowhere as good as most third party apps. Even iMessage is lacking features that WhatsApp…

this whole thread is hilarious and yet quite insightful. Yes, the core idea behind Stack Fallacy was that if you are Apple you don't need to build a better CPU than Intel for all w…

Love the name. I wish I had called it Sandwich fallacy instead. (I am the author.)

Oh wow - interesting to see this up again. I am the author of The Stack Fallacy. #AMA I am now founder of Skyflow, we are runtime AI data security platform. This is my third startu…

This is sad. This was avoidable. There’s no recession as far as the eye can see. There’s a crypto recession. Let’s go back to building real tech.

By that definition, everything is a trillion dollar market. :)

I have seen fully encrypted end to end flows to Twilio. You got it 99% right here. (There's some nuance around re-encryption proxies and how that is handled.)

@xori, homomorphic has scale challenges. curious what you think of it and have you seen it in production? also, have you heard of polymorphic? (BYOK is an extremely important featu…

I am founder & CEO of Skyflow PII data privacy vault. We are vaguely similar but our product line is focused on offering "PII database as a service" - and not really relays and cag…

How do you build a business in the shadow of AWS, GCP, and Azure as a startup? How do you find the white spaces? What areas have they over/under invested in? What other startups ar…

I will happily pay $30/month for Mighty. The browser is literally where I spent 100% of my time. The pattern of hosted/virtualized browsers is well understood for over a decade but…

"Ever since I left Facebook board, I have become convinced its the new diabetes." (Ok, I wrote that.)

"I guess my takeaway is that the companies can in fact take these arenas, but they underestimate the challenge." Yes. And their core mistake is not understanding the real needs of …

agreed. Its just hard to have title that says "Why some companies fail repeatedly". All of us are competing with "17 people under 30"... listicles.

I am the author. Happy to answer any questions about my post.

This is exactly what I (writer of the article) wanted to communicate. I wish I had said it as clearly. I agree with you on the problem with moving up. Not so sure about the gradual…

I (author) didn't say it's hard to move up from (only) engineering side. It's hard to move up from customer empathy perspective. Hence the emphasis on what to build. It's a product…

Yes many open source projects suffer from this too. We as engineers (even former ones) often assume the what to build is "obvious". This is often not true, if ever. The best open s…

They think they know their competencies (database systems in one case, virtualization in another) but often they misunderstand what customers really value up the stack - in this ex…