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tims33

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Are you sure about that? From Mollie's webiste:

Mollie B.V. is licensed and registered as an electronic money institution with the Dutch Central Bank (relationship number: F0038). Mollie UK Ltd is licensed and registered with the Financial Conduct Authority as a payment institution in the UK (FRN: 977968).

The specifics of the article zero sense. Net Income and Operating Cash Flow are not the same thing so there is no mystery about whey they are different especially in a business with large Capex and long lead times.

NVIDIA's historic DSO figures have also ranged from 41 to 57 over the last 5 years, so again not that crazy.

I agree with everything you're saying, but I also can't fully square up that the equivalent American apps aren't allowed in China. This is about freedom of speech on app built by a country that has no freedom of speech. I realize this point is orthogonal, but is still an important element of the decision.

CEO and COO said that didn't want to get involved and it was for me and CUXO to sort it out ourselves.

It seems like they're sending you a signal that the CUXO's argument has at least some merit. Last time they were aligned with you and this time they're telling you to sort it out yourself. Ask the CEO and COO is they have some feedback for you that they're holding back on.

a/b testing obviously drives these kinds of site designs. The business leaders get what they want, but eventually these over-a/b tested products open themselves to disruption.

I also think its funny when people accuse these companies of being immoral, but I think a/b testing is creating these bizarre amoral companies. And once they get lost they seem really lost.

ChatGPT Plus 3 years ago

I saw ChatGPT+ and I was thinking this was a streaming service that only hosted AI-generated content.