noahmbarr
Joined 14 years ago
Joined 14 years ago
So if you have a better product, why waste calories with membership cash grabs vs scaling your core mechanic? If there was a larger fleet, wait times wouldn’t be long— so line skipping wouldn’t be a problem.
Only conclusions I can come to: (1) Their core money mechanic (charging for rides) isn’t that attractive (2) they cannot scale fast enough, or (3) both
Love to have someone steelman the argument o/w
I’ve been paying the monthly for a while. Very worth it to me.
Boston Dynamica: Majority Owner: Hyundai Motor Group (80%) Minority Owner: SoftBank (20%)
IMO: - Tesla is pushing Waymo on pricing and service areas - Tesla will drop the safety monitor in the next 6 months**
**I say this as a FSD subscriber on my own car and seeing the arch of progress, albeit with a software branch that’s supposedly 3-6 months behind Robotaxi’s
Sandbox rules simply don’t apply when real money is at stake— the contracts that sit behind these relationships are all that matters + a companies ability to stop doing business with one another.
Delta probably isn’t even entitied to a pro-rated refund of their prepaid CrowdStrike subscription. If Delta has a multi-year deal contract with CrowdStrike, Delta most likely have to keep paying CS for some time In the future.
CrowdStrike breached but almost certainly cured within allowable period.
Maybe they sue for gross negligence which I think may circumvent contractual liability limits in certain situations.
If push comes to shove, Delta can sue and/or stop using the product.
This is ultimately a question of contracts, liability limits— particularly if Delta secured consequential damages.
SaaS contracts are designed to defaulted to NOT allow a customer to pursue consequential damages remedies.
https://en.m.wikipedia.org/wiki/Consequential_damages
This is a question of CrowdStrike’s Deal Desk contracting hygiene.
Deal Desks are the joint finance-legal-sales teams that work on enterprise contracts in scaled enterprise SaaS startups.
This is a SaaS CFOs nightmare.
https://www.npr.org/2010/09/24/130104047/who-decides-the-pri...
I help scale enterprise software businesses. Currently CFO @ Ambient.ai.
Previously, TrueAccord, Productboard, Treasure Data (acq ARM), 42Floors(acq Knotel), DataPad (acq Cloudera), BackOps, Helpshift, and Crittercism (acq VMWare).
Drop the m from my user name [at] GOOG’s email service