奇点那瞬间
2024.02.29 03:59

$Snowflake.US 昨天听闻 snow 家的 L7 现在有 90w 刀的包了,很震惊。。看了下包的构成,30w 的 base,60w 的股票。28 亿的营收支撑了 750 亿的市值,20% 多的增长,虽然可能是 saas 里面最好的 platform company,客户也是 dumb money BA,但还是。。。L7 的印象,50-70w 比较正常,所以倒推一下股价,确实和我算的还真差不多,绝了

$Duolingo.US gamification 远比我想象的以为的有用啊,还真盈利了。。。多亏我年初没空下去。对 gamification 这个东西,多了一点点认识。。。

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