njohnw | 10 years ago | on: Google: End of the Online Advertising Bubble
njohnw's comments
njohnw | 11 years ago | on: Delivery Startups Are Back Like It’s 1999
1. It's reasonable that shoppers (with the help of a mobile app routing them) can complete multiple deliveries / hour.
2. They won't have to increase prices but are negotiating better pricing from the stores they work with (most of ICs profit comes from the items themselves, not the delivery fee they charge).
3. Compensation won't go down, but perhaps it won't rise as quickly as courrier utilization does.
njohnw | 11 years ago | on: Tech's Fiercest Rivalry: Uber vs. Lyft
This is Uber creating incentives aimed at growing its base of drivers while also weakening the Lyft driver network.
njohnw | 12 years ago | on: The Decline of the Mobile Web
It's difficult to reconcile the Flurry stats with the fact that most blogs / publishers are seeing a higher percentage of their traffic come from mobile web (>50% in many cases).
One reason could be that their stats don't include mobile web usage within apps (i.e. FB / Twitter). That discounts a lot of my own browsing behavior.
njohnw | 12 years ago | on: Facebook Buying WhatsApp for $16B in Cash and Stock Plus $3B in RSUs
They also invested ~$50m last year at a ~$1B valuation, so their stake is worth even more. Probably closer to $3B.
njohnw | 12 years ago | on: Pmarca Tweets as Blog Posts
Also really valuable are his blog posts from 2007/2008. He's since took his blog down but they're archived here: http://blog.jedchristiansen.com/pmarcaarchive/pmarca-archive...
njohnw | 13 years ago | on: Google Buys Wavii For North Of $30 Million
In what context?
njohnw | 15 years ago | on: Techmeme vs Hacker News
From Alexis Madrigal of The Atlantic: "All of our stories that do well on Hacker News share one thing: they are written. By written, I mean that someone took the time and effort to examine individual sentences, to think about word choices, to create transitions between grafs, to describe things precisely. You know, writing! But a lot of what gets posted in the tech blogosphere doesn't fit this definition of writing. It's more in the tradition of the wire services, where speed rules over creativity. That the Hacker News community both recognizes and rewards pieces that are written makes me love it."
njohnw | 15 years ago | on: How to make an unprofitable Groupon campaign successful
There has been plenty of commentary and feedback about how businesses view Groupon, but less about users. What is the prototypical Groupon user? A coupon chasing cheapo or someone who is looking to try new places in their city?
njohnw | 16 years ago | on: Forrst: Stack Overflow Meets Tumblr
Great site and a great community that keeps adding fresh content (a la HN). There's a solid mix of designer & developer related news and I always seem to find myself learning something new when I visit the site. Keep up the good work guys!
njohnw | 16 years ago | on: Ask HN: A Business Guy Getting Hired at a Startup, Help Please
What did you do as an intern? If it was related to business development or sales, you should expect to make something in the 45K-60K range.
njohnw | 16 years ago | on: Drew Houston of Dropbox (YC S07) speaks at UC Berkeley
The camera man is definitely a bit shaky in the beginning, but he stabilizes eventually and the content is valuable.
njohnw | 16 years ago | on: Poll HN: Where to live in the bay?
The East Bay is a great option for startups on a budget. Cheap(er) rent, good food, lots to do, and many startup-minded folks. Emeryville is ~10-15 minutes away from downtown SF, so you won't be missing out on any major events in the city.
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"90% of Google's revenues come from advertising. We expect Alphabet’s share price to go down by 75%. We get this number by revising its earnings down by 30%, stripping its 30x PE off its "growth premium" down to 15x, and factoring in the reputational damage."
The authors clearly assume that most of Google's ad revenue is from advertisers who don't track how much they spend on media relative to how much they earn -- when in fact their entire business model and the ad auction model they created is predicated on this. If the cost of driving a user to your site from a Google search results exceeds the expected value of that user, advertisers can adjust their bids accordingly.