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mulligan

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8 cups of solid food but intestines can comfortably only process 2-3 cups of food at a time

this is really interesting, do you have any additional references on this?

R&D is an investment not a loss. It might be the case Meta is wasting money and isn't finding a viable path to a product, but that is yet to be determined.

do we see headlines describing how much Alphabet has "lost" on Waymo? or how much Toyota has "lost" on EV development?

why fall for that framing here?

this guy might want to include data about facebook user number, dau / mau, instead of stock numbers. facebook itself, not even counting insta or whatsapp, continues to grow. it is hard to claim a "collapse" if the user base is growing

I think these folks fail to connect the pixel with its purpose. The sites and apps who advertise want to understand who is converting, they provide this information to the advertiser so they can correlate the users who saw an ad to a purchase.

By keeping the purpose vague, it makes it seem nefarious.

Cloudflare Warp 4 years ago

you can literally pay for the product (e.g., an ISP services) and still have meta data you generate bundled and sold.

the saying is overused and mostly misleading, unfortunately.

VC funding enables the high salaries in startups and that is because those startups are competing for talent against high margin, highly profitable other companies which can afford to pay very well.

Even after the recent massive dip, Snap's valuation is an order of magnitude greater than Facebook's notorious buyout offer

you need to do the math for both companies. If Snap took the offer and held the FB stock, it would be at the exact same valuation that SNAP is currently at