If we only invest for the company we are now, we’ll never become the company we want to be.
Marc Andreessen is turning out to be one the most intelligent and reasoned voices on the net neutrality issue. Two recent Twitter threads serve as proof. See the links below.
Marc Andreessen on Net Neutrality and Innovation from back in January.
Marc Andreessen on Net Neutrality and Competition from today (Feb 23d).
For $19B, Facebook has bought a lot of user attention and neutered a potential threat to its social graph. What it hasn’t bought is the future of the consumer internet. That is being built elsewhere.
Hamish McKenzie in $19B doesn’t make it brilliant.
Shareholder expectations can drive unhealthy dynamics for mature companies facing uncertain, highly dynamic markets like tech. (Read bottom-to-top)
Realizing my working style tends to trade decreased structure & clarity for increased creativity & initiative.
There’s a reason Andressen Horowitz brought on Benedect Evans. Really smart takes on future of mobile in context of Facebook / WhatsApp
Facebook notes that WhatsApp has over 450 million MAUs, with 70 percent of those active each day. In a staggering comparison, Facebook also notes that the messaging volume of WhatsApp approaches the SMS volume of the entire global telecom industry — and that it’s adding 1 million users a day.
From TechCrunch piece on FB buying Whatsapp
It is astounding that a single messaging app could rival the volume of the entire global SMS industry.