Thoughts on Obvious Corp

Some quick thoughts on Obvious.

It’s about 80% right and 20% wrong. Sharing technology backends really can work if you do it right. The scalability and cost benefits of a common infrastructure can reduce new product capital requirements. You can also throw a few ideas against the wall and see what sticks. That’s the 80%.

The problem (as I see it) is that the company will lack focus. If they do a decent job of spinning the new companies off quickly (once they gain traction) then it might work.

If I were Ev I’d be very careful about ideas turning into research projects which never make money.

Lots of conversation over on Tailrank



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