Amit Kumar @amitkumar01
Founder & CEO at https://t.co/PZUfqTjx9F Building the future of messaging. SF Joined January 2008-
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If you’re traveling with kids, you should not be allowed to use TSA PreCheck. The whole point is to keep the line moving quickly! TSA PreCheck is supposed to be the express lane, not the ‘let me wrangle my toddler while you wait’ lane
Fascinating chart/data point form my pal @charliebilello Both Cisco and Nvidia had to pass $MSFT to become the largest companies (market cap) of all time...24 years apart. The biggest takeaway for me is Ballmer sucked as CEO
This article is troubling. Unions like the Teamsters are prioritizing membership (dues, influence, power) over saving lives. Swiss Re compared Waymo's data to 125B human driving miles, and AVs are at least 300% safer than humans. theverge.com/23981006/auton…
Tons of respect for any team that maintains a high velocity of shipping at any time, let alone under unprecedented uncertainty.
Citadel founder Ken Griffin sees one side effect of years of working from home: companies may find it easier to fire people trib.al/yRM7hHk
Some (below) are arguing US capitalism would be better off if SVB had completely failed (also wiping out depositors). History suggests that out gov't treated big banks (2008) & big airlines (2020) FAR BETTER than SVB - in both cases fully protecting EQUITY shareholders. (cont)
*96%* of SVB's deposits exceeded the $250,00-per-customer FDIC limit and so are uninsured. That's wild (Bank of America's is 32%, PNC is 46%) and magnifies the risk of a run on the bank like the one we just saw
Three tips for closing more deals from @SVMansuri 1. Email is where deals go to die. Text messages are where deals get done.
It's interesting that software multiples are now at the 5 year average of 2014-2018. Maybe not cheap, but fully reverted from craziness of 18-21. Only the 5 highest multiple stocks have not reverted and remain 40% above 14-18, while < 30% growers trade below that 5 year average.
I love getting a WhatsApp notification because I never know if it's going to be ignorable spam or a critically important update from a colleague overseas
Why aren't you focusing on a solution to help these workers? Rather than personal brand building? 1/ Why protest outside of Facebook if the issue is with the custodial contractor SBM? 2/ Fastest solution to a contract violation is the NLRB. Why haven't you taken that route?
Why aren't you focusing on a solution to help these workers? Rather than personal brand building? 1/ Why protest outside of Facebook if the issue is with the custodial contractor SBM? 2/ Fastest solution to a contract violation is the NLRB. Why haven't you taken that route?
Zoom is feeling the same pain as Slack — battling for IT dollars against a free/bundled Microsoft (and in Zoom's case Google) alternative. Zoom's strategy to combat the resulting drop in revenue growth is to erode goodwill with post-meeting pop-up ads...on paid accounts!?😠
Why don’t local service providers send calendar invites? They are leaving money on the table. One of the important lessons I learned about SaaS sales was “no shows kill quota”
The long term strategic value of iMessage to Apple is really about digital services revenue
ugh i wrote this a month ago
Example of a company & investors successfully creating a favorable narrative by comparing a metric that isn't comparable. Time in app vs WhatsApp, Facebook, Instagram...bad comp...TikTok format takes longer to consume & produce...comp against YouTube would makes sense
Example of a company & investors successfully creating a favorable narrative by comparing a metric that isn't comparable. Time in app vs WhatsApp, Facebook, Instagram...bad comp...TikTok format takes longer to consume & produce...comp against YouTube would makes sense
This thread is bonkers…vp of product since 2018…the company is in the middle of a takeover because poor product execution led to underperformance! And yet he claims to have done a great job…his lack of maturity & self awareness explain the poor product execution
This thread is bonkers…vp of product since 2018…the company is in the middle of a takeover because poor product execution led to underperformance! And yet he claims to have done a great job…his lack of maturity & self awareness explain the poor product execution
Aggregators of demand seems like a better way to frame search, food delivery, eCom, social networks, app stores, streaming services
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