Opinion certainty 3/5 debate potential 4/5

Bhatia: Web3 is just a faster, better version of Web2

Sabeer Bhatia · Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead · Dec 20, 2021 · at 18:43

Hotmail co-founder Sabeer Bhatia gives his perspective on Web3 and whether it represents a major new paradigm.

0:00 / 0:08exact quote · 8.2s
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“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”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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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.”
Sabeer Bhatia Dec 20, 2021 ▶ 14:45 Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
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.”
Sabeer Bhatia Dec 20, 2021 ▶ 18:11 Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
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…”
Sabeer Bhatia Dec 20, 2021 ▶ 3:25 Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
Assertion Partly supported
Bhatia: Hotmail captured 10M subscribers when internet had only 30-40M users
“We had caught about ten million subscribers when the total size of the internet population was about maybe 30 or forty million and everything was just growing.”
Sabeer Bhatia Dec 20, 2021 ▶ 5:26 Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
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…”
Sabeer Bhatia Dec 20, 2021 ▶ 8:10 Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
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…”
Sabeer Bhatia Dec 20, 2021 ▶ 3:53 Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
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