All posts filed under: Posts

No surge pricing for $UBER

Posts

This post is cross-posted from my joint newsletter with Ranjan Roy, The Margins. Please check it out, and consider subscribing. Taking Stock of Stocks What determines the price of a given stock? If you want to be academic about it, you’d expect it to be net present value of all future expected cash flows to the stockholders. In reality, though, it’s set by supply and demand; a stock price goes up when other people want to […]

Who Controls the Internet?

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This post is cross-posted from my joint newsletter with Ranjan Roy, The Margins. Please check it out, and consider subscribing. If you asked a ton of people “Which country controls the internet?”, what would the answer be? Most people, I am guessing, would first balk at the question but then probably say United States. 🇺🇸!🇺🇸!🇺🇸! There’s a bunch of reasons to think that way. On the surface, most companies that people associate with “Internet” are concentrated […]

What’s in a Username?

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This post is cross-posted from my joint newsletter with Ranjan Roy, The Margins. Please check it out, and consider subscribing. Two weeks ago my co-host wrote about the digital exhaust, and mentioned how a surreptitious Nest thermostat can keep tabs on the new owners of a house. I’ve experienced something similar myself. My previous partner had a Google Home smart speaker in our living room. After I moved out, it took me a few days to realize […]

The Cloud in your Pocket

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This post is cross-posted from my joint newsletter with Ranjan Roy, The Margins. Please check it out, and consider subscribing. I talked last week here about the arbitrary, if not blurry, line between the server and the app. Products are products, features are features. It is probably good that you don’t care whether it is the supercomputer in your pocket that enables that Instagram filter, or some server running in a data center in Nebraska. Through […]

Service Oriented What Again?

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This post is cross-posted from my joint newsletter with Ranjan Roy, The Margins. Please check it out, and consider subscribing. People commonly ask me what I did at Uber. I wrote code, is one approximation. In many people’s mind, many “companies” exist as some app on their phones. Most people realize there’s a “backend” or “datacenter” or “servers” somewhere, but the lines are blurry. The most high resolution view of Uber, or any tech company, is […]

The Good, The Bad, and The Ugly of Startup Options

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This post is cross-posted from my joint newsletter with Ranjan Roy, The Margins. Please check it out, and consider subscribing. Suppose you are joining an early stage startup and you are faced with choosing an offer that is either heavy on the options or cash. Which one do you pick? Do you lean more decisively on the stock side, or prefer cold, hard cash? Obviously, this is not a common occurrence, but it’s not purely stylized. […]

On Global Accountability

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This post is cross-posted from my joint newsletter with Ranjan Roy, The Margins. Please check it out, and consider subscribing. Hi. This is your host Can Duruk speaking. Earlier, this week Facebook CEO Mark Zuckerberg went on a surprise charm offensive, literally asking to be regulated. He first published an opinion piece on The Post, and now is rubbing elbows in Europe with the Eurocracts. What a turn of events! But maybe it’s not too […]

The Secret Liabilities of Data

Posts

This post is cross-posted from my joint newsletter with Ranjan Roy, The Margins. Please check it out, and consider subscribing. I love stretching analogies to the point they break. Take the tired cliche that data is the new oil. It makes some sense, considering the biggest data hoarders seem to be doing great, like the oil companies once were and still are. But there are big flaws in the analogy. The point of oil is […]