Yeah, that's pretty much how you feel if you are a surfer paddling out and you see this. Great wave walling up; a longboard rider in perfect position; no other riders in sight; glassy (smooth ocean surface). And you're thinking, aside from elation for the other guy, that you will be in the lineup soon and you can expect a wave similar to that, soon!
Monday, July 14, 2025
Sometimes You're Happy for the Wave the Other Guy Caught
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Subscribe to:
Post Comments (Atom)
Agentic AI Will Reshape Web Ad Economics
“For at least the last at least 30 years, the business model of the internet has been advertising,” says Matthew Prince, Cloudflare CEO . “I...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
No comments:
Post a Comment