wp381640

Context: court filing today and first substantive response from Automattic / Matt Mullenweg in the case WP Engine filed against them.

More unbanking the banked recently

It's crazy how much of a marketing footprint they have considering they're only the 19/20th largest exchange

I think the chances of them seeing out their stadium sponsorship are near 0%

I found this tweet very naive and an indication that Musk really doesn't know what he's getting into.

I don't see how he thinks tweet content alone will be enough to verify the 5% of monthly monetizable users

The other poor indicator was his tweet about sampling _100_ of his own replies to detect bots. That's a horribly small sample and horrible selection bias

The firehose is terabytes a day, add storage + indexes and it's pretty far from "fitting on an USB stick" in order to analyze.

If you use anything but the Tor Browser on the Tor network you're going to stand out like a flare

Further - many of the privacy enhancements in Firefox, such as fingerprint protection, were adopted from the work on Tor Browser

This argument has been done to death. I personally find the conga line of analysts and hedge fund managers who appear on CNBC and talk up their book of shit picks a lot worse than the best short selling shops.

There are so many bad companies that are public today, they really need somebody nipping at their heels.

Carbonite - which is rarely mentioned on hn, had a $300M+ run-rate when they were acquired in 2019

I think brand awareness of Backblaze is insular - I remember Carbonite had the strategy of advertising on right-wing radio in the 00's which seems to have worked for them.

How did you ever think backing up 80TB for $60 a year was good for the company? You didn't need financial filings to know it wasn't.

Is see this as a positive for Cloudflare

I was at the TC conference - wanted to buy the stock then!

Have bought since the IPO and am super bullish. It seems most Wall St analysts really don't understand the company or business.

You can have one ass and buy a thousand rolls of toilet paper. You can't have one car and buy a thousand liters of fuel.

This is pure supply shock

They had to change it from shots of drone footage because they kept failing click on the terrorists