Facebook收购了whatsapp，deal structure：12billion Facebook shares，plus4billion cash，plus 3billion restricted stock unit。 这些rsh需要4年的vesting。所以，真正deal也可以说是16billion。其他是retention package。

为什么说是好deal？

先侃侃这里是whatsapp的数字：

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 应该在400m

Whatsapp investor：sequoia 是大赢家。A轮8million，下面有unreported follow through从sequoia。从基本一家融资比较少见。可见sequoia的jim goetz是big winner here。sequoia的占股应该在不到20%。slam dunk，baby。

of course两位创始人，估计是billionaires。团队才30几个人，everyone has a piece of pie。

Facebook perspective：

－－whatsapp是leading IM。其他几个line，wechat，kik从user上都占优势。

－－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

－－扯淡是个大生意

－－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.