Jose Munoz

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Hi Ganesh,

I really enjoyed your blog. I take it that you have an affinity for advertising as I recall you made a comment about how you enjoy relevantly targeted ads during our Facebook case.

I am very persuaded by your blog that programatic advertising is a more effective than traditional advertising. Why do you think that programatic advertising only accounts for 45% of global advertising and not a larger share?

Excellent post!

On March 5, 2019, Jose Munoz commented on Sleep on It: How Casper *Flipped* the Mattress Industry :


Thanks for sharing.

I wish I would have known about Casper earlier before purchasing the mattress I own now. I was shocked to hear that incumbent firms have 50 percent margins! I would be curious to know what Caspers margins are and how they plan to fend off copy cat firms who are entering the bed in the box space.

A trial period with mattress is not a new thing and neither is home delivery and pick up after the trial period. I assess Casper’s customer value proposition to be its price point.

Great post, I analyzed Airbnb as well.

During my research I found that Airbnb is partner with real estate developers to make Airbnb specific properties. I found this to be very interring given that the platform’s value proposition was an asset light model when it began. Here is a link to the Airbnb home sharing community, Niido.

On February 23, 2019, Jose Munoz commented on Strava: Out Running the Competition? :

I can’t believe I have never heard of this app before. The ability to have a ‘leader board’ reminds me a lot of the Crossfit Open where people post their workout times and score how they ranked against their peer group.

The Flyby feature was a little creepy for me, as I could see how nefarious actors might abuse the system. Also, the data tracking reminded me of a recent security incident where sensitive US Military installations where highlighted by Strava data.

Thank you for sharing!

On February 23, 2019, Jose Munoz commented on Cornershop: Disruptive Chilean E-Commerce Grocery :

Thank you for your post.

I am actually mention the Conrnershop acquisition in my post about Rappi. What are your thoughts on how Cornershop will compete with Rappi? Specifically, Rappi introduced Rappi Prime that allows for free delivery.

On February 23, 2019, Jose Munoz commented on Plaid :

Hi Jillian,

Thank you for sharing about this interesting firm. I really enjoyed your point about how another better funded competitor could compete with Plaid on price. Dr. Greenstein and I had a brief conversation about the race to the bottom between platforms one day after class and he gave me a example of how a similar phenomenon happen in other industries such as airlines and those industries eventually end up focusing on high margin customers, e.g. business class travelers.

Side bar – Here is a link to an interview from yesterday’s Bloomberg Technology episode where a VC investor speaks about how Softbank and the dry powder in tech investing is unhealthy in his view.