Taikhoom2010

OpenAI is a deeply mismanaged company. Most recently, a blog post that feels like it has got to have dozens of PR violations, responding to the Apple lawsuit. More broadly, OpenAI’s main problem is that it does not have…

OpenAI is a deeply mismanaged company. Most recently, a blog post that feels like it has got to have dozens of PR violations, responding to the Apple lawsuit. More broadly, OpenAI's main problem is that it does not have…

Summary - Snap Inc.’s business model is changing. Wall Street has tagged the company as an advertising company, which has been the dominant model for most of the companies’ short time in the public market (9 years). But…

I think Stripe’s internal strategy is a consolidation of products within its sector. Similar across other industries, such as cybersecurity, where I think Cloudflare is attempting to do the same. The broader idea is…

I think Stripe’s internal strategy is a consolidation of products within its sector. Similar across other industries, such as cybersecurity, where I think Cloudflare is attempting to do the same. The broader idea is…

Advertising is inherently about monetizing user attention. There are many technology companies today that may not seem like advertising companies on the outside, yet inherently rely on ads as a fundamental part of their…

Curious to know, just wondering about Apple and its current position. It feels like there is no way it can be unseated. It has customer lock-in in terms of the brand, as well as the subscriptions and ancillary devices…

Everybody seems to care way too much about what happens in a quarter- nothing material usually, but people make a huge deal about it. There are two camps in investing: those that think there is a bubble and those that…