Founder & CEO at https://nitter.gq/t.co/Gh2l893J1a Building the future of messaging.
SF
Joined January 2008
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Amit Kumar retweeted
Fascinating chart/data point form my pal @charliebilello
Both Cisco and Nvidia had to pass $MSFT to become the largest companies (market cap) of all time...24 years apart.
The biggest takeaway for me is Ballmer sucked as CEO
Amit Kumar retweeted
Tons of respect for any team that maintains a high velocity of shipping at any time, let alone under unprecedented uncertainty.
Amit Kumar retweeted
Citadel founder Ken Griffin sees one side effect of years of working from home: companies may find it easier to fire people trib.al/yRM7hHk
Amit Kumar retweeted
Some (below) are arguing US capitalism would be better off if SVB had completely failed (also wiping out depositors). History suggests that out gov't treated big banks (2008) & big airlines (2020) FAR BETTER than SVB - in both cases fully protecting EQUITY shareholders. (cont)
Amit Kumar retweeted
*96%* of SVB's deposits exceeded the $250,00-per-customer FDIC limit and so are uninsured. That's wild (Bank of America's is 32%, PNC is 46%) and magnifies the risk of a run on the bank like the one we just saw
Amit Kumar retweeted
Three tips for closing more deals from @SVMansuri
1. Email is where deals go to die. Text messages are where deals get done.
Amit Kumar retweeted
It's interesting that software multiples are now at the 5 year average of 2014-2018. Maybe not cheap, but fully reverted from craziness of 18-21. Only the 5 highest multiple stocks have not reverted and remain 40% above 14-18, while < 30% growers trade below that 5 year average.
Amit Kumar retweeted
I love getting a WhatsApp notification because I never know if it's going to be ignorable spam or a critically important update from a colleague overseas
Amit Kumar retweeted
If we continue down a path like Australias, in which the bigger players (tech and media) become increasingly entrenched, we may well see things looking more like today in 30 years than it should.
Amit Kumar retweeted
This! It’s so subtle that not a lot of people talk about it but this is so critical 👇
Many say $GME/RH situation is a "problem in the plumbing," implicating the structural integrity/complexity of our financial systems. If the SEC/government wants to "fix the plumbing" the number one thing they should do is ban Payment for Order Flow. [more] en.wikipedia.org/wiki/Paymen…
Amit Kumar retweeted
Making work remote without also making it asynchronous only makes it worse. You get the isolation of working alone without the benefit of control over your schedule
Amit Kumar retweeted
COMMODITY TRADING: The two most senior commodity executives at Morgan Stanley have left the bank after compliance breaches, including the use of WhatsApp messaging app | #OOTT with @jfarchy bloomberg.com/news/articles/…
Amit Kumar retweeted
New blog post: What Is Good Retention: An Exhaustive Benchmark Study with Lenny Rachitsky bit.ly/37fEC1Q
Amit Kumar retweeted
My biggest wish is to be able to iMessage with my android (green) friends. Especially in groups, where one green person turns the whole group green. – at San Francisco, CA
Amit Kumar retweeted
JPMorgan fired one trader and cut bonus payments for several others for using WhatsApp at work trib.al/p2ung23
