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khamidou

143 karma · joined September 13, 2022

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khamidou··on Aaron Levie: Startups win in the AI era [video]
You can find this online pretty easily, they have only been profitable since 2023 (https://www.macrotrends.net/stocks/charts/BOX/box/eps-earnin...)
khamidou··on Aaron Levie: Startups win in the AI era [video]
Part of the reason you're seeing pessimism about box is because the stock has barely kept up with inflation. Their IPO price was 23.23 USD, now it's at 32.30. That's 39% of growth while inflation over 10 years is 36%.

So sure their CEO is passionate and on CNBC but the business is clearly not doing that great

khamidou··on I feel Apple has lost its alignment with me and other long-time customers
They do break their screen often though, which is what op mentioned
khamidou··on I feel Apple has lost its alignment with me and other long-time customers
Unclear – I assume many in their audience also break their phones somewhat regularly, they'd probably appreciate not having to drop $99 or even more abroad for a battery replacement.
khamidou··on Mistral raises 1.7B€, partners with ASML
Proton uses mistral under the hood
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