skdotdan

I was going to say the exact same thing!

Thanks for your answer.

I think this portfolio lacks an "antifragile" asset. Invest, say, 5% in something with high risks, high returns, and potentially anticyclic, such as cryptocurrencies.

What do you think?

You don't say?

I don't understand this focus on speech-as-interface.

What about contacting Ethereum Foundation? They must have that mail.

Slightly OT, but: would you pay for a "mail confirmation as a Service"? I'm building such product, but I don't know if it makes sense, or how to market it.

Why?

Why not to create a massive crowd-funded or publicly traded VC fund? (as opposed to crowd-funding for a single startup)

Thus more people could expose themselves to VC but in a diversified manner. Also, more capital would be available for startups.

Why not to create a massive crowd-funded or publicly traded VC fund? (as opposed to crowd-funding for a single startup)

Accessibility?

Awesome update.

By the way, any update on how are they planning to make money? It is still true that they don't plan to make money at all?

Did anyone said Kotlin?

Kotlin is the new Swift/Golang #hype

Will Google end up buying Jetbrains?

What if Walmart offered same-day-delivery using their existing physical shops as logistics centers? Actually, the fact that Walmart do NOT sell third-party items in their website can make they service better (less crowded, more focused, more quality).

OT: why Walmart don't expand to Europe and other regions?

Either "the emperor has no clothes" or they are starting a revolution only comparable with the multi-touch one. No middle point here.

This will be huge for Waymo and the Lyft killer or the other way around depending on whether self-driving technology becomes a monopoly or a commodity.

Why?

They definitely want to be able to do so in a fast, cheap way. Another thing is whether they will actually be fair with the updates, but I'm sure that Project Treble will reduce Android's fragmentation.

Maybe you are describing the rumored Surface Phone?

Also, fixed costs vs variable costs.

Very interesting, haven't thought of it. But at the end of the day selling directly to the customer still is a competitive advantage, right?

That's a fair point.

Well, they could try to have the monopoly in the self-driving technology, but it seems implausible.

But do you think that Uber has a moat?

I don't care if it's Uber, Lyft or whatever. Installing an app and adding your credit card doesn't represent a huge switching cost, only a little friction.

The point of Uber is that they have many drivers. They have economies of scale on the supply side.

But if the self-driving technology becomes a commodity, consumers no longer will care whether it's Uber or Gett.

Okay, thanks.

Right.

By the way, would you mind explaining me what do you mean by "T5"? Excuse my ignorance.

Tesla Network?

Why do Uber investors think that Uber will a) be able to develop all the necessary technology for managing a fleet of self-driving cars before it bankrupts and b) be the only one (or one of the few) that achieves a)?

Uber should have the potential to have a monopoly in self-driving technology in order to justify its current valuation.