sari

If you read Uber’s S-1, you get a decent understanding of the business. If you read it after you read Lyft’s, you just wonder: where are all the cohort analyses? Isn’t that the whole story? It’s a business that acquires users and gets a little more out of them each year — or, based on what Uber omitted, maybe it’s not.

1- NICHE RICH: Continued Customer Segmentation Refinement

What’s ChatGPT really bad at? Being counterintuitive and surprising us. Large language models (LLMs) are trained on the mass output of humanity to optimize for what is expected. As a result, ChatGPT routinely let’s us down when it comes to getting something we didn’t expect. If you start paying attention to the music, books, movies, speeches, essay... See more

I think what is happening is people think of us as a feed app, because we started as a feed app. When we launched Instagram, there were no stories, there were no DMs. What's happened over the last decade is that how people share with friends has changed. It has shifted to stories, and it has shifted to DMs and to group chats. More photos and videos... See more