Viewing profile — lenley

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...

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 w…

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.

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 tak…

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.

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 o…

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.

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 uni…

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 cer…

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.

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.

Transportation / Logistics (energy is shifting away from carbon-based, populations are shifting to cities -- especially in developing countries). Food. Moving from traditional live…

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.

It looks like Uber maybe pulling out of India as well: https://www.recode.net/2017/7/14/15964808/uber-global-domina...

These articles are great, but they really need to focus on useful ratios and free cash flow rather than talking about revenue.

YC's own https://www.startyoshi.com/

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 sche…

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"

of course ... it's called generating traffic.

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 traffi…

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 trebuc…