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John Collison
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- John Collison reading recommendations about the history of successful B2B companies
He likes the book “Softwar” and, in general, recommends searching for less “sugarcoated” history than the “official” one - John Collison on the similarities of Uber and cable companies
Collison draws parallels between cable companies in the 1980-1990s and Uber in the 2010s - John Collison on the jobs-to-be-done of accounting
Accounting has many jobs: taxes (gov’t), operations (management), creditworthiness (creditors), cashflows (shareholders) - John Collison on the challenges of accounting for R&D and intangible capital in software businesses
“How much are we paying to run the business (OpEx) vs How much are we investing in a long-lived advantage (CapEx)?” - John Collison on why the early 2000s had a Telco bubble, not a Dot-com bubble
“People don’t remember this, but by market cap, the 2000 bubble was really a Telco bubble and not an internet bubble”