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modest proposal
modestproposal1
"Meanwhile, very little of the traffic on Google or Facebook comes from news, and very little advertising appears next to news search results. Google didn't take their money, any more
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This is a very good interview. You may agree in principle with notions of greater privacy, but it's interesting to try and understand what Apple is doing, how self serving
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I have joked that Twitter is uniquely lucky because it has 160 million passionate product managers willing to work for free. Some interesting ideas in here.https://twitter.com/GromitCap/status/1280922836421480449 ok, let's do this.
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There may be compelling reasons for a particular company to go public via SPAC, but if an entire sector is choosing to do so, especially a "futuristic" one, might be
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FANGM is dead, some charts Facebook and Google are approaching the market multiple, while getting sued for being monopolies Netflix trades cheap to Disney even allowing for recovery in Parks
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Concentration is the essence of an escalating euphoria. By late-stage cycles, many buyers are fixating on “winners” with the purchase motive being further stock gains, rather than any logic of
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DFAST assumptions around credit card losses were based on double digit unemployment and no government stimulus. With mid single digit unemployment and potential line of sight to vaccinations, estimated losses
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Generally, one sign of a mania is that following price increases, promoters create supply to meet insatiable demand. Gotta feed the ducks and all. So in the 90s, you get
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Want to expand a bit on this thought, and try to synthesize some thoughts going through my head.https://twitter.com/modestproposal1/status/1246099863575633921 Prior to covid, I had a conversation with one of my smartest
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"Our business model is predicated on behavioral economics"this is like a parody "For example, our user base is made up primarily of renters and we have very few instances of
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