641–650 of 1001 posts
For a long time, DELL grew and grew and got bigger. Then they plateaued (for a while) and the investors were mad.
There are only so many people in the world who want an FB account. and only so many companies and people who need a DELL computer.
Infinite high growth is impossible to sustain. Physically.
Earlier quoted context omitted.
I think Microsoft is also almost an essential product company. You can either get a PC or a Mac. Or Linux but even that requires getting a PC anyway. Chromebook market is still tiny.
Apparently Chromebooks outsold Macbooks in 2020, and their market share only seems to be increasing: https://www.geekwire.com/2021/chromebooks-outsold-macs-world... (That said, ChromeOS still makes up a much smaller percentage of active installations, as Google don't have the legacy hardware base that Apple and Microsoft do)
As a subjective observation I've seen quite a lot of ads for those giveaways.
This is how the narrative of Facebook looks to me: Zuckerberg got lucky and then executed brilliantly, transitioned from nerd hacker to CEO amazingly well. He deserves a lot of credit for that. Since then, Facebook have innovated very little. Zuckerberg recognised this, and bought Instagram and Whatsapp in lieu of building an innovative company. The latter is clearly really difficult to do. Without a stream of new id…
Facebook Marketplace is pretty awesome. I see it as a potential Amazon competitor.
Earlier quoted context omitted.
I agree with most of what you wrote up to this point: > He's a super smart and prescient thinker, so he can see VR is a good play He made a school yearbook on the internet and copied some features from existing social networks like MySpace. Facebook was just in the right place at the right time and executed well. The jury is very much still out on whether "VR is a good play", too. It might turn out to be a gigantic o…
I am both a fan of blockchain and VR. I also have a strong cynic inside of me that trashes on both of them whenever it can. It's fun being me I suppose :) Blockchain is IMO in a much much much more questionable state of relevancy and usefulness than VR. Why? I workout in VR (supplemental workouts by playing Eleven Table Tennis to the max). I boardgame in VR (Demeo). My GF picks up my headset and plays Beatsaber. You…
I'd claim that VR will be niche until it becomes AR. When I can see my keyboard and get multiple floaty screens,that will be productivity. Pokemon Go in AR? Skyrim AR? AR shooters in converted warehouses? Horror games in my house? That'll be games.
This is how the narrative of Facebook looks to me: Zuckerberg got lucky and then executed brilliantly, transitioned from nerd hacker to CEO amazingly well. He deserves a lot of credit for that. Since then, Facebook have innovated very little. Zuckerberg recognised this, and bought Instagram and Whatsapp in lieu of building an innovative company. The latter is clearly really difficult to do. Without a stream of new id…
Earlier quoted context omitted.
That makes sense for revenue but how would that drive a loss of users? I’m not seeing the connection and would like to understand.
There are only 24 hours in a day and if a person spends those hours on TikTok it’s less likely they’ll have time to spend on Facebook or instagram
I appreciate companies only release rock solid figures on a certain cadence, but there’s like a zillion analysts who can read tea leaves.
IMHO tech equities are pricey in general, but for someone who wants FAANG exposure this might be the bargain at Barney’s Upper East?
I hold no FB stock btw.
This is how the narrative of Facebook looks to me: Zuckerberg got lucky and then executed brilliantly, transitioned from nerd hacker to CEO amazingly well. He deserves a lot of credit for that. Since then, Facebook have innovated very little. Zuckerberg recognised this, and bought Instagram and Whatsapp in lieu of building an innovative company. The latter is clearly really difficult to do. Without a stream of new id…
I agree with most of what you wrote up to this point: > He's a super smart and prescient thinker, so he can see VR is a good play He made a school yearbook on the internet and copied some features from existing social networks like MySpace. Facebook was just in the right place at the right time and executed well. The jury is very much still out on whether "VR is a good play", too. It might turn out to be a gigantic o…
Games are not really a good example of why you would want to have that. Not at least yet.
See for example
https://sitevision.trimble.com/
VR as a new way of human existence as the current metaverse hype claims - for that, I've not seen any concrete proofs of yet.
Earlier quoted context omitted.
Microsoft, for all its flaws, has strengths. They're grittier than most and ultimately, know how to deliver software products and build businesses around them... very different products and very different businesses. Leadership was a lever to these, but there was something to lever FB have never built a successful product besides Zuck's original. They have never created a good business besides the FB and program. The…
I think Microsoft is also almost an essential product company. You can either get a PC or a Mac. Or Linux but even that requires getting a PC anyway. Chromebook market is still tiny.
I'm not sure I understand what you mean here, if I buy, say, a Dell computer with Linux pre-installed then I don't think MS gets a cut? They don't own the PC platform.
Or maybe you mean that most prebuilt PCs come with some OEM Windows license even if you don't intend to use is, which is fair enough I suppose.
Not that it really matters for desktop PCs where Windows is king anyway. Although from personal experience I'd argue that the "essential product" these days is less Windows itself than the Office suite which is still the gold standard in many institutions.