web browser
also referred to as: web browsers
3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Mar 19, 2023 by Josh Miller · across every show →
Everything said about web browser, oldest first
Mar 19, 2023 positive
Miller: Web browsers are high-margin, cash-printing products with low marginal costs
“Browsers print cash. There is a reason why they're owned primarily by Google, Apple, Microsoft. They're incredibly high margin. They're incredibly lucrative, low marginal costs. The cost of revenue is incredibly low, et cetera.”
Mar 19, 2023 negative
Aug 13, 2023 negative
Hay: Browser URL parameter stripping inflates organic web traffic counts
“Browsers now are stripping out those URLs we talked about. So you're just seeing a bigger and bigger percentage of people being counted as organic that actually came from a paid advertisement because when they got redirected to your website, they just, the bro…”