sari

Give the people control, and we will use it. Don't, and you will lose us. That is the essential rule.

I don’t have a neat graph of market cap over time for consumer subscriptions, but the market cap of these businesses in aggregate is likely larger than for B2B. Legacy consumer utilities like Verizon ($250B market cap) and Comcast ($236B) have been subscription oriented for years, but internet native companies have built even more value with subscr... See more

Ever since Twitter unveiled its new Fleets, I’ve been mulling over the company’s future. What can they do that’s uniquely their own? How can they take advantage of their past and present in a way that builds a better future? Needless to say, Fleets — a watered-down version of a content-sharing format introduced by Snap and already copied by Instagr... See more

These parts are put together in a specific way, in a specific order, by dozens of different workers. Assembly tasks are highly interdependent, and each step of the process depends on the previous steps being completed successfully - install the insulation wrong, and you’ll delay the installation of the drywall, which pushes back trim, which pushes ... See more

I think all social networks start off as a utility and blossom into social networks long term, and that’s because they earn the right to be a social network, not because they start as a social network. That’s kind of where I think we are, is this utility phase where we’re trying to be as good as possible for our beginning users and we’re going to

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