“For 17 years, he kept you know Amazon unprofitable, but had a vision that lets, the harder the problem, the better off we are.”
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 →
More from Sabeer Bhatia
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”
Sabeer BhatiaDec 20, 2021▶ 18:43Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
AssertionContradicted
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 BhatiaDec 20, 2021▶ 14:45Sabeer 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 BhatiaDec 20, 2021▶ 18:11Sabeer 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 BhatiaDec 20, 2021▶ 3:25Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
AssertionPartly 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 BhatiaDec 20, 2021▶ 5:26Sabeer 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 BhatiaDec 20, 2021▶ 8:10Sabeer Bhatia on building Hotmail, acquisition from Microsoft and the journey ahead
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