Driving Lightning

My musings about adopting a Tesla, analyzing big data, and herding cats

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At $4.37 annual revenue per us…

Posted on February 2, 2012 by carl
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At $4.37 annual revenue per user, Facebook’s revenue would be $30B per year if it signed up every person on earth. #yg

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I’m saying it: Facebook’s $100…

Posted on February 2, 2012 by carl
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I’m saying it: Facebook’s $100B valuation is nuts. Even if it signs up every person on earth, FB will only grow its customer base 10x.

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AAPL retail profits were 20x A…

Posted on February 1, 2012 by carl
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AAPL retail profits were 20x AMZN’s in Q4, yet AAPL retail revenues were $3B smaller than all AMZN. Is brick and mortar getting revenge? #yg

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Amazon still announcing record…

Posted on January 31, 2012 by carl
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Amazon still announcing record-breaking Kindle sales without providing numbers. If they were amazing, they’d cite them. http://t.co/MnDWxYAp

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Fixed link: Two tablet sellers…

Posted on January 31, 2012 by carl
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Fixed link: Two tablet sellers—Amazon and Apple—will report radically different results from the tablet boom. #yg http://t.co/dapk57Vq

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@jjdempsey Thanks for noticing…

Posted on January 31, 2012 by carl
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@jjdempsey Thanks for noticing and letting me know — I’ll try tweeting it again with it linked properly

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RT @allthingsd: Two tablet sel…

Posted on January 31, 2012 by carl
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RT @allthingsd: Two tablet sellers-Amazon and Apple-will report radically different results from the tablet boom. http://t.co/ZZkqmEbt #yg

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My Marketplace comment on the …

Posted on January 31, 2012 by carl
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My Marketplace comment on the Facebook IPO: http://t.co/BDfIpOX0 via @AddThis Can it really earn enough to justify a $100B valuation? #yg

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Nicholas Carr renews an idea I…

Posted on January 30, 2012 by carl
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Nicholas Carr renews an idea I’ve talked about before: paper books bundling ebooks to boost publishing&readership. http://t.co/veWQ7f0J #yg

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RT @cultofmac: Accuracy Of NYT…

Posted on January 30, 2012 by carl
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RT @cultofmac: Accuracy Of NYT’s Report On Apple Factory Worker Abuse Is Under Fire by BSR. http://t.co/suG0qZLW #yg

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