Andrew Reedさんのイラストまとめ
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Sequoia partner, internet enthusiast, PDF enjoyer. Will end calls a bit early to give you back your time.
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This anti-Netflix slide from Blockbuster's 2007 investor day presentation is a great example of how and why Big Companies lose to upstarts.
Emphasize size + breadth of resources vs. focused value to customer.
That being said, love the design.
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Take a moment and look at the quarter Tinder just put up.
Q2 revenue: $498M (18% yoy)
Q2 EBITDA: $204M (41% mgn)
Q2 subscription adds: 503K
This product has completely upended the “rules” investors “knew” about the dating category.
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