MENGENAI EPISOD INI
Ben and David cover the 3-day-old acquisition of LinkedIn by Microsoft for $26.2 billion. They cover LinkedIn’s founding story by Reid Hoffman, break down their core businesses, analyze recent stock behavior, and speculate on the future of the company inside Microsoft. The big question - were they worth the price tag?
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Items Mentioned On The Show:
- Adweek: Snapchat Launches a Colossal Expansion of Its Advertising, Ushering in a New Era for the App
- The Facebook Effect - David Kirkpatrick
- LinkedIn’s Series B pitch deck
- LinkedIn’s S-1
- Microsoft and Apple Double Down - Stratechery
- NYT Dealbook on stock based compensation at LinkedIn
- Josh Elman - When people get confused about “BS metrics”
- Fred Wilson: The Dentist Office Software Story
The Carve Out:
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EPISOD LAIN DALAM PODCAST INI
Trader Joe's breaks every rule of modern retail. They don't do e-commerce. They don't do delivery. No sales, coupons, or loyalty programs. They only stock 4,000 SKUs versus 50,000+ at normal supermarkets. Their parking lots are famously terrible and they're constantly out of your favorite items. ...
Costco is not only Charlie Munger’s favorite company of all time (plus he’s on the board, natch), it’s an absolutely fascinating study in how seemingly opposite characteristics can combine to create incredible company value. For instance: Costco has the cheapest prices of any major retailer in A ...
Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital successors… and demand is stronger than ever in history! Their products are comparable to a Hermès Birkin bag in price, luxury status and waitlist times ...
Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis Hassabis, Dario A ...
Coca-Cola is… sugar water. And somehow it’s also America, Christmas, summertime, friendship and happiness. Today we tell the story of how The Coca-Cola Company amazingly transmogrified a beverage into emotion in all of our collective psyches, and ALSO built one of the most incredible scale econo ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Ben Gilbert and David Rosenthal, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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