Wraps on the Internet
Odnoklassniki.ru - $ 200 million. Youtube.com - $ 1.5 billion. Facebook.com - $ 15 billion. You can continue the list, but stop! I stand in front of the Ostankino tower: it is huge, it is useful. Thousands of people built it for centuries. However, with all the contents of the tower was estimated "only" at $ 114 million. Is "Classmates" more important for the Russians than Ostankino? I think it is unlikely. Imagine that the tower suddenly collapses and the site closes - what will cause more resonance?
Where the overvalued Internet projects come from is not difficult to guess: business mastodons suddenly saw that there are people on the Web, and there are huge masses. But wait - in the subway, too, crowds of people, but no one buys the subway cars. Visitors are not a sufficient condition for success. Behind most modern Internet projects are not worth the fundamental values. They look like candy wrappers: valuable as long as they are played. But as soon as the fashion for “candy” replaces fashion with “chewing gum”, the value of candy wrappers will drop to zero.
Fundamental value lies in the content: in the case of confectionery, it is candy, in the case of the Internet, information. INFORMATION is the main value of the Network. Therefore, projects related to information retrieval (yandex.ru), information transfer (mail.ru) and, of course, production of it will never “burst”: news sites and partly hoster sites such as Livejournal.com and Youtube .com. Why "partially"? Yes, because both social networks and video hosting sites are incredibly overpriced under the influence of the "candy" effect. However, there is a fundamental value in them - if not the billionth, but it exists.
When investors will begin to see clearly? When the world realizes that there are no fundamental values ​​behind the "candy wrappers". However, investors are only speculators, the main thing in their profession is not to be the last in a series of sales. But we are clever people. We understand that twenty people and a dozen servers can not cost more than the highest tower in Europe.
Where the overvalued Internet projects come from is not difficult to guess: business mastodons suddenly saw that there are people on the Web, and there are huge masses. But wait - in the subway, too, crowds of people, but no one buys the subway cars. Visitors are not a sufficient condition for success. Behind most modern Internet projects are not worth the fundamental values. They look like candy wrappers: valuable as long as they are played. But as soon as the fashion for “candy” replaces fashion with “chewing gum”, the value of candy wrappers will drop to zero.
Fundamental value lies in the content: in the case of confectionery, it is candy, in the case of the Internet, information. INFORMATION is the main value of the Network. Therefore, projects related to information retrieval (yandex.ru), information transfer (mail.ru) and, of course, production of it will never “burst”: news sites and partly hoster sites such as Livejournal.com and Youtube .com. Why "partially"? Yes, because both social networks and video hosting sites are incredibly overpriced under the influence of the "candy" effect. However, there is a fundamental value in them - if not the billionth, but it exists.
When investors will begin to see clearly? When the world realizes that there are no fundamental values ​​behind the "candy wrappers". However, investors are only speculators, the main thing in their profession is not to be the last in a series of sales. But we are clever people. We understand that twenty people and a dozen servers can not cost more than the highest tower in Europe.
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Source: https://habr.com/ru/post/16756/
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