LATAM Este es su Momento
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LATAM Este es su Momento
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Chamath Palihapitiya just laid out the most important valuation question nobody on Wall Street wants to answer.For 20 years, the Mag 7 won because they had the greatest business model ever invented, asset- ight software.You write the code once, you sell it to a billion people, the marginal cost of the next customer is basically zero.There is essentially no factories, no raw materials, no union workers, no physical infrastructure, just pure leverage, scale the revenue, barely scale the costs.That
2:31
Chamath Palihapitiya just laid out the most important valuation question nobody on Wall Street wants to answer.For 20 years, the Mag 7 won because they had the greatest business model ever invented, asset- ight software.You write the code once, you sell it to a billion people, the marginal cost of the next customer is basically zero.There is essentially no factories, no raw materials, no union workers, no physical infrastructure, just pure leverage, scale the revenue, barely scale the costs.That
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This is going to be a tarpit idea. It’s good in theory, but impossible to pull off unless it’s an internal company effort by a tyrant like CEO.An external company will never be able to build a software that results in a company brain. It’s mostly because no tool will have perfect adoption from all employees and data will always be fragmented across new systems.Chaotic systems are very hard to capture. It’s impossible to perfectly extract data from all sources as companies evolve and introduces n
1:22
This is going to be a tarpit idea. It’s good in theory, but impossible to pull off unless it’s an internal company effort by a tyrant like CEO.An external company will never be able to build a software that results in a company brain. It’s mostly because no tool will have perfect adoption from all employees and data will always be fragmented across new systems.Chaotic systems are very hard to capture. It’s impossible to perfectly extract data from all sources as companies evolve and introduces n
1.1M views2 weeks ago
x.comMillin Gabani
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