Offshore
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Startup Archive
Spotify founder Daniel Ek explains why he doesn’t worry about competition from Google and Apple
In this interview from 2015, Daniel Ek is asked how Spotify will compete against tech giants like Google and Apple who recently entered the music space. He responds:
“Apple and Google do this and 10,000 other things. We’re specialized. We don’t do anything other than our own service. This is all I do every day. We think with that focus and the thousands - if not millions of hours - that we put into creating [our] experience, we will win.”
He continues:
“The way you win in this fast-moving world… is by being super focused on solving one problem better than anyone else and by moving faster than everyone else in solving that problem. It’s really simple if you think about it like that… Sooner or later you’re going to get defocused if you do a thousand things. You can’t do all 1,000 things super well.”
In 2015 Spotify was valued at $8 billion. Today it’s valued at almost $100 billion
Video source: @twistartups @jason (2015)
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Spotify founder Daniel Ek explains why he doesn’t worry about competition from Google and Apple
In this interview from 2015, Daniel Ek is asked how Spotify will compete against tech giants like Google and Apple who recently entered the music space. He responds:
“Apple and Google do this and 10,000 other things. We’re specialized. We don’t do anything other than our own service. This is all I do every day. We think with that focus and the thousands - if not millions of hours - that we put into creating [our] experience, we will win.”
He continues:
“The way you win in this fast-moving world… is by being super focused on solving one problem better than anyone else and by moving faster than everyone else in solving that problem. It’s really simple if you think about it like that… Sooner or later you’re going to get defocused if you do a thousand things. You can’t do all 1,000 things super well.”
In 2015 Spotify was valued at $8 billion. Today it’s valued at almost $100 billion
Video source: @twistartups @jason (2015)
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The Transcript
$GOOG Google DeepMind CEO: Compute scarcity forced consolidation of Google Brain and DeepMind into one
"It was getting complicated having two groups, especially given the amount of compute needed in this scaling era… even someone like Google didn't have enough compute to have two frontier projects under one house, so we needed to combine all of our resources together.”
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$GOOG Google DeepMind CEO: Compute scarcity forced consolidation of Google Brain and DeepMind into one
"It was getting complicated having two groups, especially given the amount of compute needed in this scaling era… even someone like Google didn't have enough compute to have two frontier projects under one house, so we needed to combine all of our resources together.”
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Offshore
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Bourbon Capital
Stocks to Buy and Hold for the Next Decade (Part 2)
1. $SOFI - SoFi Technologies
SoFi has evolved from a single-product lender into a diversified digital financial ecosystem with bank-level economics, software-like margins, and expanding fintech infrastructure capabilities.
The company operates as a modern, mobile-first financial platform targeting younger consumers across personal banking, lending, investing, and crypto.
Product adoption continues to accelerate, with 1.6 million new products added in Q4, bringing the total to over 20 million products, up 37% YoY.
Member growth remains a key driver of long-term expansion. In Q4, SoFi added a record 1 million new members, bringing total membership to 13.7 million, up 35% YoY. This marked the first quarter in the company’s history with more than one million net additions.
SoFi has reached an important inflection point. The company has delivered positive net income since 2024, while Adjusted EBITDA reached $318 million in Q4 (+60% YoY), representing a 31% margin, exceeding management’s long-term 30% target. Full-year EBITDA reached $1.1 billion (+58% YoY) at a 29% margin, reinforcing SoFi’s transition from growth-at-all-costs to durable profitability.
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Stocks to Buy and Hold for the Next Decade (Part 2)
1. $SOFI - SoFi Technologies
SoFi has evolved from a single-product lender into a diversified digital financial ecosystem with bank-level economics, software-like margins, and expanding fintech infrastructure capabilities.
The company operates as a modern, mobile-first financial platform targeting younger consumers across personal banking, lending, investing, and crypto.
Product adoption continues to accelerate, with 1.6 million new products added in Q4, bringing the total to over 20 million products, up 37% YoY.
Member growth remains a key driver of long-term expansion. In Q4, SoFi added a record 1 million new members, bringing total membership to 13.7 million, up 35% YoY. This marked the first quarter in the company’s history with more than one million net additions.
SoFi has reached an important inflection point. The company has delivered positive net income since 2024, while Adjusted EBITDA reached $318 million in Q4 (+60% YoY), representing a 31% margin, exceeding management’s long-term 30% target. Full-year EBITDA reached $1.1 billion (+58% YoY) at a 29% margin, reinforcing SoFi’s transition from growth-at-all-costs to durable profitability.
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Offshore
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Michael Fritzell (Asian Century Stocks)
From Nicholas Smith @ CLSA. Much ado about nothing? https://t.co/l6qsU9xx30
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From Nicholas Smith @ CLSA. Much ado about nothing? https://t.co/l6qsU9xx30
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Clark Square Capital
RT @TheAppInvestor: This has been a good 5 days, thanks @ClarkSquareCap for the idea! https://t.co/XvEDWIGApA
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RT @TheAppInvestor: This has been a good 5 days, thanks @ClarkSquareCap for the idea! https://t.co/XvEDWIGApA
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @InvestInJapan: JPX launched the JPX Start-Up Acceleration 100 Index focused on "high growth start-ups" that trade on TSE.
Although to be honest, not sure how useful this is..
Current constituents below with some familiar names.
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RT @InvestInJapan: JPX launched the JPX Start-Up Acceleration 100 Index focused on "high growth start-ups" that trade on TSE.
Although to be honest, not sure how useful this is..
Current constituents below with some familiar names.
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Michael Fritzell (Asian Century Stocks)
RT @paulg: Prediction: In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what you choose to make.
https://t.co/3GQUlfH58t
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RT @paulg: Prediction: In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what you choose to make.
https://t.co/3GQUlfH58t
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X (formerly Twitter)
Michael Fritzell (Asian Century Stocks) (@MikeFritzell) on X
RT @paulg: Prediction: In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what…
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Dimitry Nakhla | Babylon Capital®
$APP CAGR Potential based on 2028 EPS estimates & different multiples:
Dec 2026: $15.68 (+67% YoY)
Dec 2027: $19.93 (+27% YoY)
Dec 2028: $25.80 (+29%)
CAGR assuming 2028 EPS Est:
26x → 20.6%
25x → 19.0%
24x → 17.3%
23x → 15.6%
22x → 13.8%
21x → 12.0%
20x → 10.1% https://t.co/TPT2n7QBnh
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$APP CAGR Potential based on 2028 EPS estimates & different multiples:
Dec 2026: $15.68 (+67% YoY)
Dec 2027: $19.93 (+27% YoY)
Dec 2028: $25.80 (+29%)
CAGR assuming 2028 EPS Est:
26x → 20.6%
25x → 19.0%
24x → 17.3%
23x → 15.6%
22x → 13.8%
21x → 12.0%
20x → 10.1% https://t.co/TPT2n7QBnh
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Offshore
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Jukan
I've been at Citrini for a while now, and this is the first time I'm basically writing a report all by myself… I'm seriously pouring my soul into it. It's so exhausting. https://t.co/jWwxOKlhOY
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I've been at Citrini for a while now, and this is the first time I'm basically writing a report all by myself… I'm seriously pouring my soul into it. It's so exhausting. https://t.co/jWwxOKlhOY
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