nicole

If I’m ever struggling to understand a business, taking a step back and saying “What is every party incentivized to do?” brings instant clarity. … When push comes to shove, Microsoft needs to defend their castle. They weren't defending it against a productivity upstart. They were defending it against an advertising company that was looking at it as... See more

…Both Tencent and Alibaba, the sponsors of these ridesharing companies realized that the next battlefield in this longstanding war between the internet giants in China is going to be mobile payments. And that the taxi companies, the ride-hailing companies are ways to spur payment value with mobile payments. So they start to kind of use these two ri... See more

[4:04] If I have to do something, or if I have to work for something in the week, the first question I will ask myself is how likely am I to not want to do this task, and how much energy will this take. So, depending on these two factors, it will either go into any part of my day.

"Ask your target users four questions. Number one, at what price would you consider Superhuman to be so expensive that you would not consider buying it? Number two, at what price would you consider Superhuman to be priced so low that you would feel the quality couldn't be very good? Number three, at what price would you consider Superhuman to be st... See more

A game is something you play. A good toy is an object that is fun to play with, and fun is a pleasant surprise.

Well, and the incredible thing too, I mean, a lot of the time you’re trying to make that product tweak to get you to that hockey stick. But this is truly like the product was stagnant and it was like… (They really didn’t change anything.) Finding the right market and it’s not like they even found it. It’s like in the city it found its way.

Didi does something that I suspect even Travis and Uber, as Machiavellian as they are in the US, couldn’t even imagine and see it coming. Didi starts investing in all of Uber’s rivals around the world including Lyft in the US and Ola in India and Grab Taxi in Southeast Asia, and they announced that they’re going to literally, it's like the allies f... See more