A Note From Mark Zuckerberg

Today Mark Zuckerberg shared the following post with employees. Hey everyone — I want to share some important updates as we organize our company to build out the privacy-focused social platform I discussed in my note last week.

Read more: http://bit.ly/2ChXX4k

剛發佈的Q1業績,顯示Facebook跟去年同期相比,用戶有所增長,MAU和DAU增加到1.1B及665M。

明眼人都知道,任何互聯網業務的用戶有增長是空話,因為如果一個網站用戶連「淨增長都做不到」,根本已是死亡的先兆,什麼投資價值都不用再談了。

從下圖可以看見,Facebook的增長速度實際上已經減慢和下跌中了:

FBGR1

AllThingsD: Daily active users as a percentage of monthly active users — usually a good sign of how engaged users are — is very slowly yet very steadily on the rise, at about 60 percent compared to 55 percent since Q1 of 2011.

Mark Zuckerberg 在回答 Instagram 策略的時候,亦將「增長」放於比「廣告」更優先的位置,箇中原因很明顯了吧~

Techcrunch: CEO Mark Zuckerberg said today during the company’s Q1 earnings call. Adding ads could end up stunting Instagram’s rapid growth. He said, more than once during the call, that Instagram is currently growing at a faster rate than FB did at the same age, and it now has 100 million users.

Facebook 即將上市,NYT 當年這樣評論 Facebook 的未來

Consider Facebook, the popular but financially unproven social network, which is reportedly being valued by investors at up to $15 billion. That is nearly half the value of Yahoo, a company with 38 times the number of employees and, based on estimates of Facebook’s income, 32 times the revenue.

-New York Times (2007)

Facebook即將上市,MG Siegler – Techcrunch Blogger兼CrunchFund創辦人之一,將07年NYT的報導翻出來,恥笑。

或者係NYT記者黑仔,揀了Yahoo!同Facebook比較,以Yahoo!的業績,反證Facebook被高估,試圖說明,泡沬再次於矽谷出現。

相信NYT記者當日無法相像,時至今日,Yahoo!市值已不足190億,至於Facebook,亦將以逾千億市值IPO。

過去幾年,世界變得好快。

重點是,即使到今日,NYT記者的論點 “Facebook is financially unproven”,其實依然成立。

Silicon Valley’s math is getting fuzzy again (parislemon)

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