Visiting Professor IESE Business School, Strategy Advisor to High-Tech Companies - Philip Lay
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Last month I posted an article titled “Landgrab Economics – Making Sense of the Facebook-WhatsApp Deal” to try to explain, among other things, the wild valuations and bewildering events that occur in consumer-focused cloud businesses that are in mass-market hyper-growth mode. My specific objective with regard to the Facebook-WhatsApp deal was to help readers judge whether the deal made sense, particularly at the outsized valuation involved.