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  1. CheeseRolls

    19 BILLION Dollars

    Interesting rumours that google were prepared to pay $10 million for Whatsapp, but with no seat on the board. If there is any truth in the rumour, it suggests there is some value in this platform, even if it doesn't make money today. It also suggests that Facebook had to pay a hefty premium to...
  2. CheeseRolls

    19 BILLION Dollars

    Welcome to the global economy little Englander :) - They have 450 million users, 70% actively use the app every day, adding 1 million new users per month. The platform is massive, even so the numbers are still astounding. They are paying the equivalent of $33 per user to acquire, when the...
  3. CheeseRolls

    19 BILLION Dollars

    If you building a platform today, SMS would not be part of it. It made sense prior to the mobile web, but not anymore. Many countries actively discourage SMS via their pricing plans for this very reason, which is another reason, why messaging apps are so popular.
  4. CheeseRolls

    19 BILLION Dollars

    Mobile and emerging markets. The communication to shareholders consisted of three PowerPoint slides, which will surely set the teeth gnashing for anyone who has had to justify a replacement corporate laptop, or an expense anomaly of a couple of quid.
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