> but it is also not >$10B of software engineering
Really? How did you come to this conclusion?
Discord is, without a doubt, 10x better than Slack, Teams, or Zoom combined. They've solved the problem of a communication in the non-business space. That's huge.
For comparison, look at Coinbase, who has a 100B valuation. What they're doing is relatively trivial. Is that >10x the value of Discord?
I don't even think Coinbase is overvalued. 10B for Discord is just a steal.
Really? How did you come to this conclusion?
Discord is, without a doubt, 10x better than Slack, Teams, or Zoom combined. They've solved the problem of a communication in the non-business space. That's huge.
For comparison, look at Coinbase, who has a 100B valuation. What they're doing is relatively trivial. Is that >10x the value of Discord?
I don't even think Coinbase is overvalued. 10B for Discord is just a steal.