Ok /g/ just tell me that it is not going to burst....
>>51503049
Of course it's gonna fucking burst. There's no way that's sustainable.
Adblocking itself will take out half of them. The rest are trying to fight over peoples' attention from the bigger names like Fagbook.
>>51503049
>Iluminati when
>>51503049
Half of the recent brands are solid business solutions that make actual money and provide actual solutions.
No burst, just uninformed NEETs.
>>51503090
The fuck man
Look at the valuations
We are in the smoke selling phase to investors
People are investing by FOMO
It probably is going to burst.
But when?
dunno
But the recent round of IPO's of unicorns all went for the lowest end of share prices, so we are probably already seeing a decline starting.
Maybe its just going to be a slow deflate, instead of a big burst?
But as long as there is still money to be made from "unicorns", there will always be some.
It only sucks that you cant get in as a normal investor early enough.
When they are going for the IPO, its mostly to late for insane-money-out-of-nothing, except for the few companies that will become a real company, and exist for many years to come.
>>51503101
Still doesn't change that some of those brands have been around for more than a decade.
And as long as they provide a real service for real money, there will be no burst.
But those stupid useless apps like Snapchat will probably fail sooner or later.
>>51503155
Even the stupid useless apps will stay. They won't suddenly go away just because you can't become a billionaire from making one. People will make stupid apps for shits and giggles. You don't need investors for that. What will happen is that you won't see as many stupid useless apps and especially the hype around them will die if all the gullible investors looking for gold realize that there is no fucking way snapchat will ever actually be worth a billion dollars. Some of the useless apps will become hits and whoever made it will get some sweet ad/appstore money from it for the few months/years that it is popular.
And as you said the real services that actually provide something to the user are not going anywhere.
It will burst, yes, in that at least the valuations are way, way off base. Some of the products are decent, many of the companies are stable and have good revenue and cashflow, but you'd think they'd learned from the dotcom era that stupid valuations only hurt investors.
[This is not investment advice. Nobody should take investment advice from 4chan. The very concept is hilarious.]
>>51503090
Uber? What's the intrinsic value? Tell me more.
>>51503354
>provide taxi like service for cheaper than taxis
>be the middle man and organize everything for the customer and driver
>handle the money transaction to make it safer for everyone
>take x% of each transaction as commission
>potentially hundreds of millions or even billions of users
What exactly is unclear here?
>>51503458
I'm wondering what prevents another competitor to just ask x-1% commission.
>>51503512
You need to face the biggest most well known competitor in the market that people already trust daily.
Not going to happen
>>51503458
That's a generic business model. They're running into regulatory hurdles at home and in foreign markets. My question is - "What's the intrinsic value of the business?"
Apart from the tech platform, they've absolutely nothing.
>>51503090
College dropouts use daddy's money to create a service that lets you order gourmet food and sandals in silicon valley
investors bite, FOMOing the fuck out
Delusional hipsters believe it will get global
DIE BUZZFEED DIE! DEATH TO CONTENT FARMS
>>51503533
well, they also did it. Start slowly, gain momentum.
>>51503657
clickbait is literally the worst thing to ever happen to the internet.
>>51503606
What's FOMO senpai?
>>51503085
>pinterest is between $5-$10B
Are middle aged women really that profitable of a market?
>>51503559
>Apart from the tech platform, they've absolutely nothing.
There you have it...
>>51503049
unicorns? what am i looking at here?
>>51503657
I honestly don't understand how sites like Pinterest or Buzzfeed make any money.
>>51505002
buzzfeed is a website? i thought it was just a saying
>>51503085
>>51503085
these are probably worth their valuations
>>51503512
that's what Lyft tries to do - everyone still uses Uber.
I can't wait for the shit to start rolling downhill desu.
Watching corporations go "oy vey but muh mone" is best stuff ever
>>51503512
it's called free market
>>51504493
>Are middle aged women really that profitable of a market?
they literally spend the most money of any other group on the planet
>>51504383
Fear Of Missing Out
>>51503049
Ways to short-sell this shit?
>>51505057
LINE is used by just about everyone in Japan. Definately worth 10B+
>>51505549
No, that's just a temporary influx of popularity. An app with a friendlier user-interface, more customizability, a way to back shit up (Line is shit compared to whatsapp in that regard), some celebs making it popular, and there you go, into le myspace limbo it goes.
>>51503606
> Delusional hipsters believe it will go global
This so much.
Half these services are overpriced as fuck but San Fran Fags and Silicon Valley hipsters have no clue how much a dollar is actually worth.
It reminds me of that stupid fruit drink chain that went belly up in NY recently because they charged $10 for a glass of juice.
>>51505649
that's every juice shop in NYC bro
it's ridiculous
>>51505672
Basically, City folk are stupid.
>>51505057
>all that curry
The thing is, a lot of these apps and services basically do the same thing, all competing for a slice of their market. In most cases, there's almost no difference between them. Sometimes, they're literally clones of each other.
It's going to crash hard, but the ones that actually provide value will survive.
>>51504839
>>>51503559 (You)
>>Apart from the tech platform, they've absolutely nothing.
>There you have it...
Therefore I ask this, apart from the tech, which is valued astronomically, what's the intrinsic value of the business?
Those valuations are pure smoke to Jew everyone
>>51503085
Plenty of these are redundant
>LINE and WhatsApp
>Flipkart, Snapdeal are just curry Amazon
>Lyft, OLA, Uber, Grabtaxi
>Dropbox and Box wtf.
Only one will survive.
>>51509065
>>>51503085
>Plenty of these are redundant
>>LINE and WhatsApp
>>Flipkart, Snapdeal are just curry Amazon
>>Lyft, OLA, Uber, Grabtaxi
>>Dropbox and Box wtf.
>Only one will survive.
Flipkart, Snapdeal aren't curry Amazon, they're the curry Amazon and eBay respectively
eBay even has investments in Snapdeal
>>51509065
>Plenty of these are redundant
Only one will survive, just leave it some time. Exactly like only one fastfood chain exists in the whole world, one car manufacturer, one OS, one ISP, one brand of cereal.
>>51503085
can someone explain where the fuck snapchat is obtaining that much income?
sounds like a drug front
>>51510658
blame the millennials
>>51510811
no in all seriousness i mean where
there's no ads and its free
>>51510478
>Flipkart, Snapdeal aren't curry Amazon, they're the curry Amazon and eBay respectively
eBay even has investments in Snapdeal
They're redundant anyway because Amazon.in and Ebay.in exist.
>>51505463
0% money for the last 8 years. This isn't just tech. The entire S&P 500 has no net return for 2015. There's price multiples are as high as they can be and it's this effect >>51503606 as everybody looks for the next big thing. The equity shares are illiquid and the market is shallow.
That said, I don't necessarily expect a "pop", but this is probably the worst time to organize your life around a start up life. Doing CS and moving to Silicon Valley is dumb at this point. Getting investors is about as easy as it can be and life will only get worse by the time you know your head from your ass in 3 years.
>>51510830
Companies pay to be on that feed shit that nobody reads. They probably sell traffic data even if it's anonymous. And can't you know buy re-views of disappeared content?
>>51510658
it's a valuation and not net income
ie: x company could get bought for that amount of billions
It is a way measure 'potential '
>>51503049
>Ok /g/ just tell me that it is not going to burst....
I see you just finished your first econ term.
