Facebook收購了whatsapp，deal structure：12billion Facebook shares，plus4billion cash，plus 3billion restricted stock unit。 這些rsh需要4年的vesting。所以，真正deal也可以說是16billion。其他是retention package。

為什麼說是好deal？

先侃侃這里是whatsapp的數字：

450m MAC， 70% active on any given day。1m registered per day。less than $4per user in acquisition cost。what a deal

19billion messages sent and 34billion received per day

600m photos uploaded per day

200m voice message sent per day

100m video message sent per day

100% YOY growth on all metrics

yearly revenue 應該在400m

Whatsapp investor：sequoia 是大贏家。A輪8million，下面有unreported follow through從sequoia。從基本一家融資比較少見。可見sequoia的jim goetz是big winner here。sequoia的占股應該在不到20%。slam dunk，baby。

of course兩位創始人，估計是billionaires。團隊才30幾個人，everyone has a piece of pie。

Facebook perspective：

－－whatsapp是leading IM。其他幾個line，wechat，kik從user上都占優勢。

－－global user reach

－－instant boost to the global user engagement

－－solidify dominated social network leader position

－－huge growth potential and monetization options

notes：

－－winner takes all

－－social is a big business

－－users are universal currency

－－扯淡是個大生意

－－sequoia is sequoia。they get deals done，period。

－－traction，traction，traction

－－don’t ask for the money when you don’t need it.  It comes with a price to pay.

—-mobile is still hot, still has some huge opportunities.