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
all kinds of things that are funneling into that, and that's been a great growth story for them.
All these companies that we've mentioned, you know, Google, Apple, Amazon, Facebook, they make these services that literally billions of people interact with every day, maybe even every hour.
I mean, you know, people are constantly on their phones,
You're using, you know, people buy things constantly on Amazon.
You're using Google for searching, for email, for all kinds of things.
Facebook has like 20% of the planet's population checking in once a day at least.
So when you have that kind of scale, you know, that kind of wide use of your services and the cash flow they produce, the earnings, you know, it just creates companies that are very sizable that really
can pretty much weather a lot of storms.
So even though right now seems really kind of a bad time for them, they're under a lot of pressure of attack.
When you reach a certain scale,
You know, people are not going to stop using these services overnight.
And that's per day and free cash flow combined for those four.
And that's it's a huge number.
And you go, you know, again, it's like unless you had a scenario where you thought, OK, all these billions of people are going to stop using these services overnight.
you know, in some sort of short time period, that really hasn't happened.
I mean, look at, and again, back to the Microsoft example, look at how, you know, for years, Windows was, you know, people joked about Windows being full of bugs, all these problems.
And today, most computing still happens over Windows.
Most offices are running on Windows.
It just hasn't, you know, you can make
Even with all the flaws that were there, it had such a scale, it's still widely used, and that just doesn't change very quickly.
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