Hotmail co-founder Sabeer Bhatia discusses Hotmail's market share and scale prior to its acquisition by Microsoft.
Opinion
Bhatia: Web3 is just a faster, better version of Web2
“You know, web three point O is just, I think a faster, better version of web two point O, you know, it's like five G connectivity”
Assertion Contradicted
Bhatia: The pandemic left 200 to 300 million unemployed in India
“You know, if you look at what the pandemic did, it was, it rendered a billion people unemployed. And I think given India's size, the largest percentage of the unemployed people happen to be in India. Probably like two to three hundred million.”
Opinion
Bhatia: Tesla reached a $1T valuation by having more data than competitors
“Tesla has shown that it's, you know, grown to be a trillion dollars in, in market cap because it has more data than anybody else.”
Insight
Bhatia: Startups often succeed with identical ideas once infrastructure matures
“I've seen so many companies that were kind of ahead of their time. And five years later, or 10 years later, you know not those companies, but other companies that were doing exactly the same thing, just because bandwidth became more available you know, just bl…”
Insight
Bhatia: Modern acquisition values range from $40 to $200 per subscriber
“Today, of course, everything is much better established because you have a baseline for acquisition where you know that there is a certain value per subscriber, whether that is 40 dollars or a hundred dollars or 200 dollars depends on how much data you have on…”
Disclosure
Bhatia: I doubted Flipkart and Amazon's Indian growth over last-mile trust
“I would not have predicted the growth of Flipkart and Amazon in India because like every other naysayer you know, I also felt that the last mile delivery problem was a very difficult one in India where, you know, you could not trust people with packages and, y…”