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That's pure bubble talk - "we don't have to generate profit to justify the investment, we'll just get acquired by someone else"

SOMEONE has to generate a profit based on the technology which justifies the investment or acquisition cost, whether it's color or their eventual acquirer.



And I'm saying, the acquisition is already planned and these investors aren't investing in Color, they're essentially investing in Facebook pre-IPO without going through Goldman's special investment vehicle.

None of the investors mentioned (Sequoia, Bain Capital, SV Bank) are Facebook investors yet.


But... what if facebook just buys one of the inevitable competitors for a fraction of the price? Or builds the feature on their own?

So far I'm missing the special sauce that makes them a must-buy-can't-clone.




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