Hacker News Reader

ARPU vs CTLV doesn't compute.

This is like déjà vu, circa 2000 when I was watching the {{decent}}.corp ticker hitting $60/share after 3 splits.

If anything I don't feel that Justin Frankel and "Mr. Wonderful" made out like bandits as much now.

ProTip to new startup people: now is not the time for your magic mobile IM app. Most potential acquirers' demand is likely sated, making the value of the remaining players in the space effectively zilch, apart from lower cost acquihires and fodder for opening pitch jokes.

I want to underline that last point. Doing something that is fashionable is a bad idea. Doing something that was fashionable and whose big players are now getting snapped up is a terrible idea.

To be fair, WhatsApp came wayyy before Snapchat came. WhatsApp is well-established and is charging users (at such a low price). SnapChat is hot. But that being said, 16B for WA is still a ridiculous number to me.

WhatsApp brings Asia, Africa, and South America to the table.

Dude I have no idea why no one is recognizing this.