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On November 24, 2015, Esty commented on Waze – using driver data to build a better map :

I wonder if in the future it will make sense to unite Waze and Google maps, or will it have to be separated to keep then Waze community live and kicking.
As a heavy Waze user I think Waze should incentivise people to provide more feedback and data, this will allow them to create additional value for their users.

On November 24, 2015, Esty commented on Bikes, Data and the Crowd :

Great post David!
I wonder how data can be used not only to move bikes around but also optimize trucks time and fuel and decide on locating additional stations in totally new locations.

On November 24, 2015, Esty commented on Netflix : Leveraging the Power of Analytics :

great post,
I think one of the challenges NEtflix faces is “being late” with the content presented.
Their competitors are much quicker to display the latest episodes and seasons.
This is something Netflix must resolve to become a true market leader.

Smart move from Google, tapping in to the young set of mind of socializing with many and multiple groups. Google needs to find more ways to push for usage and awareness for the app.

On November 1, 2015, Esty commented on Wikpedia – can the pioneer stay relevant? :

I Love Wikipedia and use it a lot! Close monitoring is required not only from other users but from Wikipedia owners to make sure the content is relevant and accurate.

On November 1, 2015, Esty commented on Crowdsourcing your Day :

I really think that the struggle here would be making sure we have enough task posters and tast takers globally, and not just in specific concentrated geographies. How can they make sure this is the case without marketing it locally?

On October 5, 2015, Esty commented on a two sided marketplace for all your care needs :

In my opinion the main issue for is quality. creating a critical mass is crucial for direct and indirect network effects but if the quality of the provided care won’t be up to the clients expectations they would start leaving the platform and won’t be active users who provide positive WOM. neet to focus on ensuring the quality of professionals on their network to make sure the network develops and grows.

On October 5, 2015, Esty commented on Skype: The ultimate network business :

I like Skype and use it frequently. After spending the summer with Microsoft I am certain they have the ability to technologically improve it to lead in ability, call and video quality and connectivity.
Again, having the larger audience creates a critical mass and draws the attention of Microsoft for product development and monetization options.

I think that FitBit has network effects similar to other fashion product in the sense that seeing other people wear it creates brand awareness and social desirability. Moreover having more and more people buy it creates a situation where the investment in the technology increases and other brands compete for the attention of the growing bigger market.

On September 30, 2015, Esty commented on Netflix – Getting Smarter Everyday :

I believe Netflix Should capitalize its wide user base and find a smart way to incorporate ads into its content. I am not sure if the Hulu ,model is the right recipe but marketing content can become a small part of the Netflix experience without jeopardizing its market share.

On September 30, 2015, Esty commented on thredUP utilizing network effects :

Really liked your ideas for improving “stickiness” 🙂

On September 14, 2015, Esty commented on Airbnb: Stop Locking Guests Out! :

Another obstacle Airbnb has is making sure they are not left out while the host and the renters are finalizing terms over email (which the found a way to find out) and leaving the company with no revenues. In my personal experience the hosts are trying to use Airbnb to get leads but complain about the fees and try to find way to leave Airbnb outside of the picture when the deal is actually done and paid for.
More technological measures needed to prevent such transactions and eliminate the violating customers from the system.

On September 14, 2015, Esty commented on Walmart: A Surprising Winner in Omnichannel Retail :

I like Walmart’s approach and vision of omnichannel. Additional work is needed to make sure they match competition with service levels in field they are sharing (match
Amazon or Google delivery times and product variety). Offering home deliveries somehow seems to contradict the low value everyday model by providing premium service. It might be best stick to pickup option only for now.

On September 14, 2015, Esty commented on How Nike swooshed away from its competition :

Some of us still wear their sneakers most days 🙂
I agree that Nike is kind off winning in the US but I’m not sure this is the picture globally.
Even if you buy the forecasts that Nike global market share at 2020 will be ~27% this isn’t a monopoly or a clear win. I think Nike needs to keep working on maintaining its innovative brand and image and act more on the global arena.