Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
So right now there's a lot of questions that I think get to the existential nature of what is Facebook and it makes it very hard to value, to put a value number on
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where you think the business is going to be two years from now, because there's a lot of possibilities.
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That was similar in the sense that it was big, and it got bigger as years go on, and it lasted for years.
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And as I noted, that really, I think, weighed on the multiple on Microsoft stock, precisely because investors were saying, okay, well, how do I value this business when
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regulators are really trying to attack it and try to limit the reach.
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The difference is that that wasn't quite to the core of what Microsoft's core business was at the time, which their core business wasn't really under threat of having its operating system on PCs all over the world.
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In the case of Facebook, what's under attack is some of the core business products.
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the core business proposition because Facebook uses its huge user base to sell to advertisers.
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So if that user base, if they lose the trust of that user base, that in turn hits the value proposition of what they sell to advertisers.
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So you have a potentially cascading effect.
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I don't know if the same thing's going to happen to the stock as what happened to Microsoft.
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That was years ago, different factors at play.
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But I think what happened to Microsoft does outline what
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what could end up being a significant risk for Facebook, even as much as the stock is down right now.
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Yeah.
I mean, this was just last week that they showed them to the world finally, of course, after months of all the leaks and rumors and everything else.
So it turned out Apple can't really surprise anymore.
The new stuff was kind of in line with what people thought.
But one surprise was that they kept...
some of their older phones they usually like put out a new phone and then and then demote the one that's just older than that and then kind of lop off the rest so they they're typically selling two phones one at a new price one for less this year once the iphone 10 the x starts selling november they're going to have five phones in their lineup five iphones and ranging in price from like 350 above to above a thousand so that's that's a little unprecedented and it's kind of introduced
Showing 541–560 of 617 · page 28 of 31
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