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Изходен канал @clockstackwheels · Post #1036 · 4.11

У меня в голове сложилась модель, объясняющая, в частности, почему не взлетели бизнесы типа "Доставляем сырые, но расфасованные продукты, чтобы из них быстро готовить блюдо". И в эту модель укладывается много других вещей. Всё дело в том, какой труд мы исключаем из цепочки действий для получения результата — квалифицированный или нет. Неквалифицированный труд, грубо говоря, это то, что вы можете сделать сами, чтобы сохранить деньги и не платить их кому-то. Исключение неквалифицированного труда отлично работает и превращается в новые бизнесы. Например, такси это "труд + оборудование" (доставка автомобиля к вам и разрешение переместиться на нём куда нужно). Но если исключить водителя, схема всё ещё работает: каршеринг, а за рулём вы сами. Если исключить кассира в магазине, мы получаем терминалы самообслуживания, на которые всё больше переходят сети. Если исключить риелтора, получим AirBnb, если продавца-консультанта — маркетплейсы. Без сборщиков мебели будет IKEA, без официантов — фастфуд и так далее. Кстати, добавление к чему-то неквалифицированного труда тоже генерирует новые бизнесы, но тут важная составляющая: неквалифицированный час должен стоить значимо меньше, чем ваш час, чтобы вы отдали деньги, а не время. Доставка еды или какой-нибудь клининг работает только за счёт того, что людям платят очень мало, без нормального оформления по ТК и без выплаты налогов. Так вот. Доставка продуктов для готовых блюд это исключение части квалифицированного (!) труда шеф-повара. Я заказывал такие наборы пару раз, и получалось не то чтобы плохо, но средненько, хуже, чем готовит профессионал в ресторане. Получается я плачу меньше, но адекватно заменить тот труд, за который не заплатил, не могу. Так что мне выгодно или совсем купить обычные продукты, без фасовки (это дешевле), или уже купить готовое в ресторане (это вкуснее). И любая другая попытка частично исключить квалифицированный труд не будет сходиться. Либо полностью исключать, роняя цену, либо полностью включать. Кстати, я думаю low-code по этой же причине особо не стал массовым стандартом ни для чего. Либо совсем исключать код и оставлять какой-нибудь конструктор из готовых компонентов, либо кодить. #life

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Crypto M - Crypto News

@CryptoM · Post #65261 · 12.04.2026 г., 11:46

🚀 Crypto Projects Face Significant Valuation Declines According to NS3.AI, recent data from CryptoRank reveals that ten cryptocurrency projects, which once boasted billion-dollar private valuations, are now trading at market capitalizations ranging from $7 million to $294 million. These projects have experienced valuation gaps between 88% and over 99%. Notably, Scroll recorded the steepest decline at 99.54%, while Starknet saw the largest absolute drop, falling from an $8 billion valuation to approximately $199 million. #Crypto#Cryptocurrency#Valuation#MarketCrash#Blockchain#DeFi#CryptoNews#TokenEconomy

Crypto M - Crypto News

@CryptoM · Post #64477 · 09.04.2026 г., 02:04

🚀 Anthropic Completes Secondary Market Equity Sale Anthropic has recently completed a secondary market equity sale, with some employees selling a small portion of their shares to investors. According to Odaily, the limited willingness of employees to sell resulted in several investors not receiving their planned share allocations. The transaction was priced in line with the company's latest funding round valuation from February this year, maintaining Anthropic's current valuation at $350 billion, excluding the $30 billion raised in this round. #Anthropic#EquitySale#SecondaryMarket#Employees#Investors#FundingRound#Valuation#TechNews

Venture Village Wall 🦄

@venturevillagewall · Post #3899 · 17.01.2025 г., 01:00

Phantom Wallet Secures $150M Funding Phantom Wallet announces a successful $150 million funding round, achieving a $3 billion valuation. This significant investment showcases the growing interest in the DeFi sector. Read more: BBG #PhantomWallet#Funding#DeFi#Crypto#Investment#Valuation#Blockchain#Tech#Finance#Innovation#Wallet#Fintech#VentureCapital#Investors#Startups#Ecosystem#SEC#MeganBarbero

Crypto M - Crypto News

@CryptoM · Post #65216 · 12.04.2026 г., 03:33

🚀 Morpho Generates $17M Annual Revenue from Borrower Interest According to NS3.AI, Token Terminal data reveals that Morpho borrowers have paid approximately $170 million in interest over the past year. With a 10% take rate, this translates to an estimated $17 million in annualized revenue for Morpho, which holds a valuation of $1.7 billion. #Morpho#Revenue#BorrowerInterest#NS3AI#TokenTerminal#AnnualRevenue#Fintech#Blockchain#Valuation#MORPHO

Crypto M - Crypto News

@CryptoM · Post #65452 · 13.04.2026 г., 09:22

🚀 Bitcoin's Potential Valuation by 2050 Discussed by Strategist PANews posted on X (formerly Twitter) that strategist Mark Moss shared his insights on the future valuation of Bitcoin during a podcast. Moss projected that by 2050, Bitcoin could reach a value of $45 million. He further speculated that if Bitcoin were to replace the U.S. dollar as the global unit of account, its value might even soar to $500 million. Moss's predictions are based on several factors, including the anticipated growth of the global store of value basket, which he estimates will reach $80 trillion by 2050. He believes Bitcoin could potentially capture around 20% of this market share. Additionally, Moss highlighted the impact of a 50-year cycle of technological revolution and the geopolitical trend towards de-dollarization, suggesting that these elements could contribute to Bitcoin's significant valuation increase. #Bitcoin#Valuation #2050 #MarkMoss#FuturePrediction#Cryptocurrency#GlobalEconomy#StoreOfValue#DeDollarization#Geopolitics#TechnologicalRevolution#DigitalCurrency#BTC

Venture Village Wall 🦄

@venturevillagewall · Post #4126 · 11.02.2025 г., 22:00

BitGo Considers IPO in 2025 Crypto custodian BitGo Inc. is exploring an IPO, potentially listing in H2 2025 amid positive regulatory climate. The company raised $100 million in 2023, increasing its valuation to $1.75 billion. This move aligns with growing institutional interest in crypto. Read more: Bloomberg #Crypto#IPO#BitGo#Blockchain#Investment#MSTR#Profit#Custody#Regulation#Market#Financial#Valuation#Institutional#Assets#Saylor#Trading#News#Tech#Finance#VC

Venture Village Wall 🦄

@venturevillagewall · Post #3850 · 11.01.2025 г., 19:00

$1M Raised for E3 Enclave Project Open-source protocol E3 Enclave successfully raised $1M during its public sale, achieving a $60M fully diluted valuation. The sale was conducted on the Legion platform. Meanwhile, AI-focused protocol BAD Coin secured $1.25M at a $12.5M valuation, emphasizing growth in the AI and crypto sectors. Read more: E3 Enclave | BAD Coin #E3Enclave#BADCoin#AI#Crypto#PublicSale#Blockchain#Funding#Legion#Investment#TechNews#Finance#DeFi#Innovation#Startups#VentureCapital#CryptoNews#TokenSale#Valuation #2025 #Oklahoma#Fraud

Venture Village Wall 🦄

@venturevillagewall · Post #4102 · 08.02.2025 г., 22:00

SSI Negotiates $20 Billion Funding Round Ilya Sutskever's company, SSI, rapidly grew to a $5 billion valuation within three months of its launch last summer. Current reports suggest negotiations for a funding round that could value it at $20 billion. Remarkably, SSI has no plans to release any products soon, opting to skip intermediary steps to achieve 'safe superintelligence'. Details about what Ilya is showcasing to potential investors remain unclear. Read more: Reuters Article #SSI#IlyaSutskever#Funding#Investment#Superintelligence#TechGrowth#AI#Valuation#Investors#Innovation#ProductDevelopment#IndustryNews#Technology#VentureCapital#Startups#BusinessNews#MarketTrends#Crypto#VC

Crypto M - Crypto News

@CryptoM · Post #64918 · 10.04.2026 г., 09:28

🚀 Goldman Sachs Highlights Undervaluation in Global IT Sector Goldman Sachs has identified the global IT sector as undervalued following a significant decline in its valuation premium. According to NS3.AI, analysts at Goldman Sachs noted that the sector is currently trading at a lower price-to-earnings ratio compared to consumer discretionary, consumer staples, and industrials. They also pointed out that earnings revisions in the tech sector are more robust than in other sectors. However, they cautioned that tighter credit conditions or reduced revenue from hyperscalers could impact the sector's spending returns. #GoldmanSachs#ITsector#undervaluation#valuation#techsector#earningsrevisions#creditconditions#hyperscalers#consumerdiscretionary#consumerstaples#industrials

Venture Village Wall 🦄

@venturevillagewall · Post #4317 · 06.03.2025 г., 01:00

Notable Updates on Crypto Events and Funding White House source confirms Cardano's Charles Hoskinson excluded from the March 8 Crypto Summit. Cardano hasn't engaged with the administration in policy talks. Additionally, DoubleZero Foundation raises $28M at $400M valuation, plans expansion. CANARY files S-1 for AXL ETF, focusing on blockchain interoperability. #Cardano#Crypto#Hoskinson#DoubleZero#Blockchain#Funding#AXLETF#Web3#Investing#Valuation#Solana#XRP#Hedera#Stellar#TON#Sui#Bitcoin#VC#Testnet