Will DAOs Create a Facebook Bubble Rate?

老雅痞 view 48105 2022-1-14 09:50
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On paper, the meta-platform looks like an attractive investment, but the threat to innovation from Facebook, Instagram and WhatsApp could be a long-term success.

Decentralized Autonomous Organizations (DAOs) are a powerful new organization that will continue to grow in value and expertise. This may compete or even interfere with existing models.

An experimental broadcast is scheduled from the cryptocurrency blockchain. These may one day free users from restricted property information (if applicable).

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Since 2016, Facebook's revenue has more than quadrupled (according to LTM) and growth has been strong as the business grows. By 2020, Facebook (NASDAQ: FB) has grown into a large nonprofit digital platform that could bring Facebook to the mid-range banking table by showcasing SDR tools to the public. The year ended when Facebook joined Google (NASDAQ: GOOG) in illegally regulating online advertising.

2021 entertainment is not reduced. Facebook has passed the "Democratic", who is thinking of the wisdom "because Facebook's business cannot be tracked for the welfare, we've changed The name of meta platform Inc., which displays the analysis of OCULUS VR company of the future company.

There has been a lot of controversy this year. Frances Haugen started her career at Google and obtained her MBA from Harvard University, funded by Google. Less than 24 months after joining Facebook, he praised tens of thousands of Facebook posts from the Wall Street Journal. Some special articles are surprising and will form the basis of Jaron Lanier's 2018 report “10 Discussions on Broadcasting Report” below.

However, Facebook has been racially discriminated against across the country, and the CEO of YouTube (the ex-wife of Google co-founder Sergey Brin) at the same time argued that YouTube was "appropriate for young people to eat nerves. ". The former CEO and CEO of Google, who spent 2012 Election Day in the Obama Room, slammed Facebook: "They know what they're doing." It should be noted that YouTube is a key site for the integration of QAnon. laboratory views.

It's also worth noting that in the past, Google employees recently set up a lobby group "to remind Democrats that tech companies are on their side when it comes to priorities." Google forcibly avoids harsh criticism of Meta Platforms.

Feudalism on Facebook

Given the continued growth and success of Facebook and Instagram, it's not hard to argue that meta has become an everyday business, a profitable game. While Facebook's revenue in 2010 was less than $2 billion, Meta Platforms revenue was $112 billion. Long-term revenue is $53 billion. Meta is currently trading at 16x TEV / EBITDA and reverting to 24x. The balance sheet is full of cash. Despite the positive results, Apple reportedly demanded an additional $180,000 to crack down on meta plagiarism in Silicon Valley.

Few talk about business models on Facebook and Instagram like financial analytics. Facebook and Instagram users (the product itself) create their own profiles on the platforms and other sites they visit (where they are constantly followed). For non-users, Meta creates confidential data with existing data. This means that we are all Facebook users, with or without social media accounts.

The personal data of over 3 billion people is owned by Meta Platforms and Meta shareholders. This information is used for marketing and other advice. It's a profitable business with a total revenue of $ 48-3 billion from Facebook users now over the past ten years (10 years in LTM). Plus, it's around $ 145 per user. At the current rate, over the next 10 years, your per capita income will be $ 374, your per capita income will be $ 134, all the same.

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This would better change the standard business on Facebook, WhatsApp, and Instagram.

Da theory

Will it be possible to develop software to develop their skills for DAOs and partner companies?

There are many differences between what a decentralized autonomous organization is, and often includes changes in the idea that stakeholders and stakeholders can improve around goals of a decentralized nature created at the top of a process of unique cryptocurrency. However, this interpretation ignores the fact that cryptocurrency campaigns are just as important.

Using bitcoin as an example, as bitcoin's blockchain network performs better, its developers have benefited from the increased value of their bitcoin membership. One thing is certain, the massive construction of Bitcoin. Developers have developed new software for Bitcoin, such as Lightning Network, to make it more affordable in El Salvador. Digital companies such as Core Scientific (now a joint venture with Power & Digital Infrastructure Acquisition Corp. (XPDI)) have made Bitcoin the most secure computer in the world.

This independent group worked together to create Bitcoin. So while Bitcoin itself is DAO, most people don't see it that way.

Ethereum is a more difficult example. Ethereum is backed by a large group of Swiss-based developers. Ethereum is not only a form of digital business, but also a powerful platform that allows developers to build business applications and smart contracts. Developers have used this capability to create applications such as registration services, commercial developers, and various digital devices known as NFTs. These projects are DAOs that have a multi-stakeholder approach, as well as further development.

The social media platform is very poor, and we need a better platform. For other reasons, this is not good and good thoughts and well with the details of joining.

Vitalik Buterin (21/07/2020)

Ethereum founder Vitalik Buterin came up with the idea of ​​creating some challenging giveaways so that Ethereum developers could take advantage of the network if their later ideas became important. Of course, users will also benefit depending on network capacity and future expansion. A CFO estimates that Ethereum can handle half of all financial activity.

Whether you think of DAOs as cryptocurrency organizations or the cryptocurrencies themselves as DAOs, this is a new and powerful way to plan a business.

Will the metaverse be decentralized?

In 2016, the CEO of Meta Platforms brought communications and technology to the market.

Today, new ideas and new developments can be measured quickly, but are expensive to implement. Running a simple smart contract on Ethereum can cost hundreds or thousands of dollars. Hosting data directly from the blockchain can cost hundreds of thousands of dollars (which is why there are many NFTs on traditional servers available). However, much of the infrastructure under blockchains is still basic and distribution is expensive.

But that will change. There are features like Solana that provide the power of Ethereum with the speed, scalability, and cost of a debit card. IPFS and Filecoin take data storage, and Internet Computer takes it to the next level, which can be considered decentralized AWS. There is also a Helium network that rewards users for creating wireless interfaces. It should be noted that Anderson supported all of the above activities.

There are also some jobs that focus on the development of platforms are not reviewed. This is one of his most efforts. Racers of WhatsApp has just tried auto electricity without a recent chain, but the situation connection added). Stemit and the theta is also available. They are all YouTube competitors. The plan will receive payment because it sends the settings to support the wisdom that is in Bitcoin mining.

These new developments pose a long-term threat to Facebook's business model and may be limited by privacy protections. In response to these challenges, Meta turned to the Metaverse concept, integrating relationships with virtual reality video games, led by Meta CTO Andrew Bosworth.

We further anticipate that there will be more challenges to the announced target in 2021 due to administration and platform changes, especially the recent iOS update, with iOS The update is expected. have a greater impact in the third trimester.

- David Wehner, CFO, Meta Platforms (07/28/21)

The meta-response to this impact is to make the digital world full of Facebook tools. Until recently, all Oculus users needed a Facebook account. As Facebook partners with Google to move beyond Apple's new privacy protection, Oculus is also working on a VR integration with Apple Health. The company is also exploring ways to integrate digital wallets with NFTs, giving widgets to their users in the metaverse data area.

Andreseen's information is pragmatic and shows that existing platforms (metaplatforms) are "moving forward" jokingly with Sheryl Sandberg, COO of Meta Platforms. Andreseen compares the situation to Kodak, suggesting that these companies can use the legacy to do business.

What will these new schools look like when they impact their basic business model? Should governments force Facebook and Instagram to expose their users to collaboration with other platforms? (DAO)? Can companies modify user data assets to tokenize and purchase new DAO platforms? With such a CAD platform, users can choose when, where and how to store their data.

Therefore

Custom Vitalik Butcherin; Only six years, producers are used for production and labor partnership created the platform with $ 38.3 billion. Meta Platform is worth $ 91.3 billion.

Industry technologies were filled with a large amount that can not adapt to a new environment. Cisco is the highest in the world once, but even though there is a big development since 2004, the measure is not exceeding 20 times no more than 20 times the peel / Ebitda.

It's too early to tell if any change could affect the broadcasting community. However, as the cost of building a competitive platform has come down, it can be measured quickly and the conversion cost is low (if not profitable for users). , the benefits of the meta-platform will be limited. Interestingly, Jared Cohen, director of Google's paramilitary organization, joined Andreessen as an outside consultant for cryptocurrencies.

While these threats may create a legacy by limiting the monetization of Meta platforms' pricing ability, it is no surprise that Meta stock prices will rise further in the future. A slight swing in interest rates (and ironically) caused a stir in the stock market for the company, which in recent weeks appears to have a limited or uncertain future. Facebook fits very well into the "value" profile, although it can be a cost trap.

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