132: Waymo IPO?, ByteDance CEO, Ford's F150 EV, Cloudflare Ports DOOM to Edge Network, Psilocybin vs Migraine, Mind Germs, Investing Games, and Leave a Comment
132: Waymo IPO?, ByteDance CEO, Ford's F150 EV, Cloudflare Ports DOOM to Edge Network, Psilocybin vs Migraine, Mind Germs, Investing Games, and Leave a Comment
One other idea. Maybe you could put a "comment here" box at the top and bottom of each email that links directly to the comments section. (I think you can do that anyway.) Reduce the friction.
[On Waymo's apparent fumbling and bumbling.] I regard Alphabet to be well run and top notch on execution with most of its efforts. They are not perfect of course, but who is. Waymo management developments are a bit disappointing and troubling.
I am not an expert in this space, but it seems that Waymo and Tesla have the largest leads.
One thought is that Waymo has gone as far as it can within GOOG and spinning it out to an IPO is the best way to get it focused management and accelerate its growth path. [Concept: Do we focus on the trivial many projects or the vital few projects.]
I hope that Sundar and Ruth Porat are considering this Waymo focus now! It would be foolish to waste time on this opportunity for Waymo.
A great suggestion to comment here instead of a reply via email! I'm also happy to report I've subscribed to the annual paid plan. You've brought me a lot of value over the past few months I feel it's a bargain! Thanks, Liberty!
One other idea. Maybe you could put a "comment here" box at the top and bottom of each email that links directly to the comments section. (I think you can do that anyway.) Reduce the friction.
[On Waymo's apparent fumbling and bumbling.] I regard Alphabet to be well run and top notch on execution with most of its efforts. They are not perfect of course, but who is. Waymo management developments are a bit disappointing and troubling.
I am not an expert in this space, but it seems that Waymo and Tesla have the largest leads.
One thought is that Waymo has gone as far as it can within GOOG and spinning it out to an IPO is the best way to get it focused management and accelerate its growth path. [Concept: Do we focus on the trivial many projects or the vital few projects.]
I hope that Sundar and Ruth Porat are considering this Waymo focus now! It would be foolish to waste time on this opportunity for Waymo.
Thoughts?
Season 4 of Mad Men is great! The Summer Man is a great episode with Don's journaling. Following the pain of The Suitcase...
Hi! I love reading your newsletter! Thank you for sharing your insights. It's always entertaining and insightful.
I reckon the name simply refers to the fact that the Doomguy never speaks rather than the Alien tagline.
Although there is no nostalgia aspect, Doom 2016 does the series justice and is worth recommending.
A great suggestion to comment here instead of a reply via email! I'm also happy to report I've subscribed to the annual paid plan. You've brought me a lot of value over the past few months I feel it's a bargain! Thanks, Liberty!