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modest proposal
@modestproposal1
, 6 tweets, 2 min read Read on Twitter
This article correctly notes how good the X1 platform is, but doesn't note how long it has been in the market, and what might have been if the rest of the cable industry had licensed the technology. wsj.com/articles/look-…
August 2015
November 2015 investors.com/news/technolog…
Malone in December 2015
2017
Meanwhile, just got a new Spectrum box. It is total garbage. Not only does it not have voice input (ha!), it is actually worse than the prior version. Makes watching linear TV basically impossible.
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modest proposal
@modestproposal1
🙄🙄🙄
It’s amazing to me that with SAAS companies trading at 15-30x sales, with the terminal values asymptotically approaching 100% of enterprise values, that people still spout this nonsense about public markets not embracing or valuing hyper growth. It’s juvenile.
What if instead of public markets being dumb, public markets are smart. Might want to give that one a shot.
Read 9 tweets
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modest proposal
@modestproposal1
“The copying was so extensive that Huawei inadvertently copied bugs in Cisco’s software...

“Huawei couldn’t release its routers for shipment until it fixed a substantial number of the common Cisco bugs contained in the Huawei routers” for fear of giving away the plagiarism
“Huawei filed papers to secure a patent for the concept a month after their first meeting, using a document still emblazoned with Quintel’s name”
Motorola filed suit against Huawei
Read 9 tweets
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modest proposal
@modestproposal1
“Stephenson’s strategy is breathtaking in scale and scope”
“The DirecTV deal was never driven by an analysis of what AT&T needed in order to succeed, but rather by what the company would be allowed to buy,” argues Craig Moffett, the Wall Street analyst. “That’s a terrible way to approach strategy.”
“AT&T’s strategy for delivering an integrated offering to consumers has heretofore amounted to simple discounting, and to devastating effect,” he says
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