Sublime
An inspiration engine for ideas
8. Global 2000 company IT needs.
Elad Gil • Products I Wish Existed, 2020 Edition
Permissionless Capital, Global Consensus and New Markets
zeeprime.capital
GLG can be viewed as a "tax" on the global knowledge economy. S-1 numbers are fascinating:
- 21k network members
- $520k annual contract value
- $290mm in recurring revs (as of 6/30/21)
- 102%+ "wallet retention" (completed one project in 90 days)
https://sec.gov/Archives/edgar/data/0001661123/000119312521301055/d161028ds1.htm... See more
Yet in the US$32 billion industry for financial data, Bloomberg is the dominant player, with a third of the market. Its position has become even more entrenched over the past ten years, as those around it have lost market share.
Marc Rubinstein • Disrupting Bloomberg
刚入职的时候公司一号交易员（head of trading）问我今天为什么股市跌了。
我：因为CPI高于预期。
她：that is a stupid answer. Forget about all of that bullshit and relearn everything. Welcome to the buy side.
从那一天开始，我对“为什么涨跌”这个问题就不再感兴趣了。因为its stupid
Relatively non-digital but ripe for disruption. The online art market is a mere $5.8bn by UBS’s estimates.
