Many many smart people already read Benedict Evan’s take on mobile stuff. His analysis of WhatsApp is a good reminder for me about the meaning of innovation - and for all the business and finance speak, that’s what Benedict talks about the most: the value of innovation.
And when I think about the financials of tech, what founders get on exit is one of the least interesting bits — it’s much more interesting to consider what the product — how people are using it, how often they come back, how they will use it in the future — is worth to companies that think in the future tense. In many cases, breaking it down to value per user gets closer to the point than the overall price tag.(via joshuanguyen)