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VOICE ARCHIVE

@fattailcapital

@fattailcapital
7 posts
2025-06-19
fuck around and find out https://www.ft.com/...
2025-06-19 View on X
Financial Times

Sources: Microsoft is prepared to walk away from high-stakes OpenAI negotiations if they cannot agree on critical issues, such as the size of Microsoft's stake

ChatGPT maker's plans to convert into a for-profit leads software giant to make contingency plans

2022-03-25
Even at the lower $24B valuation, Instacart is grossly overvalued. It's worth maybe $15B in public markets today. Pandemic beneficiary with $1.8B in revs & only grew 21% in FY21. Notably, GMV grew triple digits in 1Q21 but then decel'ed to flat-single digits rest of the year... https://twitter.com/...
2022-03-25 View on X
Bloomberg

Instacart says it has voluntarily cut its valuation to ~$24B to boost recruiting and retention; Instacart was valued at $39B during its latest raise last March

Instacart Inc. is slashing its valuation by almost 40% to about $24 billion, a move it says will help the company attract talent and adapt to market conditions.

2020-07-22
TikTok at a $20-25B valuation when SNAP is at $35B and TWTR is at $25B? https://twitter.com/...
2020-07-22 View on X
The Information

Sources: a small group of ByteDance's US investors are discussing the possibility of joining forces to buy a majority stake in TikTok

A small group of ByteDance's U.S. investors is discussing with the company's top management the possibility of joining forces to buy a majority stake in TikTok …

2020-06-13
Everyone wants to be WeChat: https://www.theinformation.com/ ...
2020-06-13 View on X
The Information

Sources: Google plans to overhaul Google Pay by letting online and brick-and-mortar merchants set up their own branded buttons inside the US version of its app

similar to how Google Pay operates in India and WeChat does in China https://thein.fo/... via @JuroOsawa @NickBastone @fattailcapital : Everyone wants to be WeChat: https://www.the...

2019-11-13
Ballers want to be rappers and rappers want to be ballers. Facebook wants to be WeChat and WeChat wants to be Facebook. https://twitter.com/...
2019-11-13 View on X
The Verge

Facebook unveils Facebook Pay, which will work on Facebook, Messenger, Instagram, and WhatsApp, to let users shop, donate to causes, send money to friends, more

Tom Warren / The Verge :

2019-08-15
Jesus Christ, lock up your borrow now. When the founder/CEO renamed his company from WeWork to We Company, he paid himself $5.9M for the trademark because his personal holding company was already called We Holdings. 👀👀 https://twitter.com/... https://twitter.com/...
2019-08-15 View on X
Axios

WeWork files to raise $1B in an IPO, reports a $904M net loss on around $1.5B in revenue for first half of 2019

WeWork parent The We Company is about to achieve … Stephen Gandel / CBS News : WeWork IPO filing shows it's losing nearly $5,200 per customer Chris O'Brien / VentureBeat : WeWork I...

2018-01-30
When does China Mobile announce it will stop carrying iPhones? http://twitter.com/...
2018-01-30 View on X
Bloomberg

Sources: Verizon has dropped all plans to sell phones made by Huawei, including the new Mate 10 Pro, after facing pressure from the US government

Carriers pressured by U.S. government to avoid handset maker  —  Perceived threat draws Trump team proposal for nationalization