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StorySherpa: Windows and Nationalism

StorySherpa: Windows and Nationalism
By Yury Molodtsov • Issue #65 • View online
Bill Gates thinks Windows Mobile stood a chance.

Bill Gates thinks Windows Mobile would have beaten Android without Microsoft’s antitrust woes
Benedict Evans
Serious question: What is the thesis? Microsoft would’ve built a free open source OS, or didn’t need to? If it charged for a mobile OS, what was the price for it to fit onto $50 phones? Would it have realised it had to dump windows compatibility?
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The ultimate result of unbundling is people like Joe Rogan who generate more profits than some small networks and outlets.
Joe Rogan's podcast is now is listened to 1.5+ billion times per year at around $50-100M/year revenue.

Independent and 100% owned by Joe, no networks, no middle men and a 100M+ people audience.

Is there such a category as ‘tech-enabled companies’? The ones that don’t have 80% margins as tech companies but also rely heavily on tech and grow aggressively via venture capital.
After the WeWork debuckle the right valuation for these companies turned into even more pressing question.
alex (PVD)
$UBER and $LYFT trailing P/S are now ~3.1x and ~2.8x per YCharts, so perhaps ride-hailing is worth about 3x trailing rev?

That number may help market value other tech-enabled cos (ie cos with gross margins <50%)
Gavin Baker
20) Reality is that Amazon and Salesforce internally financed their growth and generally adhered to my “$1 of free cash flow” principle which meant their futures were not dependent on the kindness of strangers (markets) to finance their operations and growth.
This spreadsheet is extremely important to understand in order to evaluate any healthtech investment.
There’s a been a wave of companies that attribute rising costs of healthcare to insurance companies and administrative burden but it looks like they’re wrong and the main source is hospitals themselves. So these companies have no chance to affect this pricing.
Wojtek Kopczuk
A reality check on health insurance: from the report linked in Warren proposal, health insurance profits+admin costs were $115b in 2018. That's 0.6% of GDP. In latest OECD data, US healthcare spending is 16.9%, next highest is 12.2%, average is 8.8%.
Noah Smith 🐇
This is why I suspect that administrative cost-cutting will NOT be a major mechanism of savings under national health insurance.

It's all about crushing overpricing at hospitals and other providers.
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Yury Molodtsov

I'm an Investor at Day One Ventures, a venture capital firm that invests in tech startups and leads their communications.

Here I look at tech news I find important and the future they might lead us.

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