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0 pointspowowow6y ago0 comments

I said software business, so I'm not sure why you're bringing up AMD or Intel.

As for billion dollar acquisitions.... Visio, GitHub, Yammer, LinkedIn, Instagram, Parse, etc.... shit-tons of them are done for market reasons.

0 comments

Right, network effects are also moat.

powowowOP6y ago

But I thought you said nobody ever did large acquisitions for customers....

weird, I must be thinking of somebody else. Since it would make no sense for you to try to take both of those sides at once.

Why not. There are no sides here. There are different moats. If you want a more elaborate view:

j / k navigate · click thread line to collapse

Right, network effects are also moat.

powowowOP6y ago

But I thought you said nobody ever did large acquisitions for customers....

weird, I must be thinking of somebody else. Since it would make no sense for you to try to take both of those sides at once.

Why not. There are no sides here. There are different moats. If you want a more elaborate view:

j / k navigate · click thread line to collapse