lenley

Absolutely. Also, Tesla doesn't really have the network effects that other industries have (like search). Companies with similar cultural cache are also catching-up like BMW...

That aggressiveness gets noticed and picked up by lots of different outlets -- from tech aggregators to mainstream business publications looking for "punchy" topics. E.g. look at who appears on CNBC programs.

Unfortunately, people have made that into a marketing strategy -- I'm not sure it is something to really hold against Mattermark in particular.

I think that's an excellent comment about instagram, i wonder if pinterest would also be useful -- since the images of the candies are so enticing.

The companies still have to be willing to sell, and there's greater and greater liquidity in the market. While the ICO fad will fade, there will be new financial innovations to take the place of ICOs.

Following your model, then 'innovation' at the big five will slow down and there will be greater incentive for people to create new start-ups... and the cycle will continue.

I would argue there isn't really a network effect for lyft or uber or any ride-sharing company for that matter. There might be brand and price effects for the companies to battle over amidst both riders and drivers.

I'd say there is a network effect for ride-sharing in aggregate, neither Lyft nor Ueber has been good at locking drivers and riders in with loyalty programs to try to keep people solely on their platform.

This is interesting, it's like First Round trying to create a curated social-news site to draw people in like YC's Hacker News.

It's GMV (Gross merchandise volume or GMV is a term used in online retailing to indicate a total sales dollar value for merchandise sold through a particular marketplace over a certain time frame. - wikipedia) not revenue (fulfilling the order through their service). Companies use it to inflate the topline (revenue) figures.

This. Airlines are not a favorable model. Airlines irrationally invest, deal with fuel costs they have to partially hedge, can't store capacity... the list goes on.

I think more people would agree that the economies of scale are not even close to software. And that's even in the best case with autonomous vehicles.

Transportation / Logistics (energy is shifting away from carbon-based, populations are shifting to cities -- especially in developing countries).

Food. Moving from traditional livestock to other more efficient sources of protein (plant and insect).

Jerry Yang made a magnificent bet... one of the best investments ever in Alibaba. I don't think he's received enough credit even as Yahoo has been wound down.