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What Happened At TechCrunch Disrupt (Translated For Investors)

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Apple Inc. NASDAQ:AAPL, Facebook, Inc. NASDAQ:FB - What Happened At TechCrunch Disrupt Translated For Investors
  • Neil Doshi of Mizuho Securities attended the TechCrunch Disrupt 2015 conference.
  • The general theme among venture capital firms was that many "unicorns" are "real" businesses with "massive" market opportunities.

Neil Doshi of Mizuho Securities attended the TechCrunch Disrupt 2015 conference in San Francisco, noting it was "business as usual" in the Silicon Valley despite a weakening global market, a slowing Chinese economy, and mixed reaction to the Fed's decision.

Here are some of Doshi's notable highlights:

Facebook Is ‘Firing On Many Cylinders'

Facebook's VP of Engineering, Andrew Bosworth, discussed seven "interesting" trends at Facebook.

1. Facebook's Instant Articles was designed to improve the user experience of waiting eight seconds for content to load. The improvement will likely lead to improved cross-selling and lead generation capabilities.

2. The shift to mobile is "over" and while PC usage may be decreasing as a percentage of total usage, it's growing on absolute terms.

3. Messaging on Facebook Pages is doubling year-over-year and some companies now field the...


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