I’m reading “the perfect weapon” - an awesome book about cyber warfare right - and this move is just one in a long long chess game between the US and China from over the last decade. Am not surprised and there will be many more like it
Funny to think that Black Friday might eventually just go away. Final years of retail
Uber eats runrate at $8B per year, growing 150% YoY. Wow.
It’s inevitable that all the OEMs either buy or partner w Bay Area startups on AV! It’s insanely hard for google to try to pull this off, much less trying to get software engineers to move to detroit
I’m super excited by the foldable form factor, but especially for tablets!
Qualtrics vs SurveyMonkey is a great comparison of enterprise sales versus bottoms up. $8B versus $1.3B. Ideally you want both, but you can’t give up on the direct sales motion - there’s too much revenue available at the head of the market.
Netflix has a shot to be a trillion dollar company - same league as Amazon and Apple - by being the front page to all entertainment. Interesting write up on the Netflix vs Hollywood dynamics