Platy’S Readwise Highlights

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To put this in perspective, let’s say Qualcomm sells 6 million of their CPUs at $150 each, that works out to $900 million in revenue for roughly 2% market share. Their total revenue for this product is less than the theoretical tape out expense for Apple’s new family. This is not a direct comparison, but it does highlight the huge advantage Apple is building for itself.

Apple M3 and the State of CPUs

digitstodollars.com

One type of strange result you can get from this is that if you have some weird small stock or cryptocurrency that doesn’t trade very much, you can give it a very large market capitalization by selling one share or token to your buddy at an inflated price, and then you can go around telling people “ooh look at the huge market cap of this thing, it is so valuable, it must have discovered a cure for cancer,” and maybe you can do bad stuff with that.

The Nickel Market Almost Broke

bloomberg.com

In his talk, Adam says modern SaaS products provide three kinds of value to users: personal (where people get value from using the product on their own); self-serve bottom-up (where people get value from collaborating with their team); and enterprise top-down (where companies get value from centralized control and regulatory compliance). The three types of customer value are different, and they appeal to different kinds of buyers. Tailscale has buyers in all three categories.

Pricing V3, Plans, Packages, and Debugging

tailscale.com

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