How Naval looks at a company
- “I look for two things that are paramount above all:
- There are three more factors that I look at. Not all three of them are required but I prefer a company to have at least two of them:
brinking.: Instagram is worth 1%, not $1b
The best way to think about the value of Instagram is not to think about $1 billion or $30/user, it’s this: 1%
The value of Instagram is tied up in Facebook being valued at an unprecedented $100 billion valuation. To use the case that Paul Graham makes for YC: do you believe that Instragram adds…
I was frustrated tonight with something that made me write something careless. Which ignited an intense back & forth that I think is somewhat better now, and will lead to a more substantial and useful conversation I think.
But I was so focused on it that I was a crappy dad. Didn’t pay enough…





4 weeks ago




