/biz/ - Business & Finance

Also sorry my math was wrong in the photo I did 522/31 days to get daily average, instead of 552m. Should be 17.8m daily average for that month.

>>52683621
>>52683694
we moon to $40 over two weeks

Two more weeks /s

Jimmy said there will be an announcement on search ads "soon". If BAT doesn't take off in the next bull market I'm selling my bags.

>>52683621
Problem is Brave is hitting the wall. The user growth this year has been putrid. They need to bring Annie back.

>>52683621
We reach parity with IOTA

>>52683621
I'm confused about this ethereum network upgrade bullshit. Do I need to "merge my bat"?
I fucking hate ETH and its an absolute failure to have to "merge" tokens

>>52683815
She was pretty based. She wasn't there long enough to accomplish anything of note at Brave though. She had good ideas that were never implemented. Big surprise there...

>>52683815
>>52683970
Epitome of a DEI hire

>>52683970
Sup TP? Long time no see

Tomorrow is the 1st and we all know they won’t be releasing the MAU because it’s complete dogshit, but what do the numbers look like?

>>52683862
No you don't have to do anything. It doesn't affect you.

>>52683621
Search ads could be "the" catalyst for BAT to moon. Once those come out the ad volume will pick up considerably, and put Brave on the path to profitability. Once brave is profitable they will increase the team and development. Meanwhile BAT will be going up from being attached to search ads as. As BAT goes up, it will get more fanboys and shills and Brave will become more popular, leading to more profitability, more development, etc. It should be a nice upward cycle once it gets moving. Something that could make you seriously rich if you have enough patience to hold for a while and not dump for a 10x.

The other option is just complete failure to launch and they go bankrupt. I'd say 20% possibility of that. 80% of scenario A.

>>52685205
I don't see brave going bankrupt any time soon.

>>52685422
They have over 100 employees and each is probably making 100k salary on average. Total operating expenses maybe $20m just pulling that out of my ass. I saw them dump about 20 mil worth of BAT from team lockup wallet on the day they announced the release of brave search so that will get them somewhere. They still have some BAT left if they need to dump more to stay afloat. They certainly don't have much revenue coming in right now, that's for sure.

There's always a chance of bankruptcy. If crypto gets hit even harder and the rest of their BAT is worth shit and they run out of money and can't get search ads off the ground, then it's gg.

Brave search is literal dogshit.

Yandex is way better.

>>52685602
>the rest of their BAT is worth shit and they run out of money
Forgive me if I misunderstand the situation, but Brave doesn't necessarily need BAT to be worth much for their business to operate, right? What they're selling is advertisements, and the dollar amount they charge for that doesn't change because of BAT's price-- it's just that they need to purchase some amount of BAT as compensation to the users for their monthly cut. If anything, it's better for them in the short-term that they get to market-buy BAT for cheap, assuming the users' payout isn't linearly commensurate to BAT's value; Brave would actually be able to save a little money in that case.
Also:
1. Brave, unlike Sirgay or whoever, doesn't regularly sell off big chunks of their BAT vault to keep the lights on.
2. Their jobs page has five openings on it right now. At times it's had over a dozen. They've never stopped hiring, and I can't imagine they have particularly greater turnover rates than any other techy place.
This is all to say I've never seen reason to believe Brave is in dire financial straits. God knows they don't blow their whole wad on hype and brand promotion.

>>52685863
I believe you are correct. The price of BAT doesn't exactly matter to Brave as a company. I suppose it could help market Brave/BAT but I think that's about the extent of it.

IIRC I remember about a year or year and a half ago about Brendan saying they were near profitability. So I can't imagine things have gone too far downhill seeing as we can still see their ad buys. They did trim some of the fat from their marketing budget so I'm assuming they're being prudent. And with the talk of "growth hacking" etc... they probably don't have too many expenses other than employee wages.

I also remember earlier this year Brendan said they would probably do another round of funding I think he said later this year. So maybe that has already happened?

I really doubt Brave would go bankrupt, IMO they still have room morally bankrupt (tracker ads etc) before they actually are bankrupt.

>>52683815
>you now remember Annie

dark times bros, she could've ended Brave from the inside

>>52683621
Brave is shit
BAT is shit
Brendan is a faggot kike scammer retard

You are all retarded for holding this trash

BAT Elon partnership when?

>>52687448
I’m a top 400 wallet holder and I have a 147 IQ

>>52686683
I don't think Brave is too strapped financially. They have been playing extremely conservative which means safer but slower growth. The opposite end of the spectrum is something like Crypto.com or coinbase who has played too aggressive. That $1b+ coinbase nft product or the crypto.com ad spend has come back to haunt them. Brave knows their burn rate and hasn't taken any risky bets other than the search engine acquisition which looks like it might be a massive boon. They are in a position to where if they were hurting for money then they could probably raise it easily. They mainly just pay for employees that are mostly all remote, a small office, and server architecture.

I think they make about $3.5-4m in ad sales per year so far. Then they make probably another $500k off of tips / auto contribute. They also have the VPN and Brave talk which is probably another $1m. Their DEX also brings in about $50k. Lastly there are the widgets, exchanges and payment systems. These include the cards, the processors inside the wallet, and likely a deal with uphold and gemini where they might get a cut for each user that signs up. This is probably close to $3-5m

This is $11m on the high end to $8m on the low end if I had to guess. Brave is probably in the red like $5-10m per year with new products that should hopefully be launching soon. Search ads look like they could be projected to fill a $30m hole a year or two after launch. From there they have to iron out the kinks and scale. Once they hit profitability they can go to the bank and ask for a $50m loan and take some big bets. I wouldn't say that brave is in financial trouble, but I would say that they are just floating along. They cant afford to be risky and if they slow down the business goes bust.

Hey guys, what if we just fork chrome and preinstall an AdBlock extension? Holy shit, this is gonna be massive!

>>52690132
To be fair, it's the best adblock extension I've ever seen
Can use ad-free youtube on my phone, like cmon

-T bought at .20 and sold at .40

>>52690132
Except manifest v2 will kill all adblock extensions. Brave's adblocker is its own internal thing. Soon enough, Brave will be the only decent adblocker available.

>>52690219
That's why it's Mozilla time

>>52683970
>Glasses
>Small to middle size boobs
>Nice ass
Whoever marries this women is gonna have a fun time.

>>52690224
https://data.firefox.com/dashboard/user-activity

That gay nigger browser is circling the drain. Whats even more hilarious is that the CEO keeps increasing they pay. Would not be surprised if Google slashes their contract by 20% when they renegotiate.

>>52683621
Token literally not sneeded, you could use a stablecoin or ETH and it would work just as well.

>>52690421
Shit the fuck up faggit

>>52690224
>Mozilla
>"WE NEED MORE THAN DEPLATFORMING"
go fuck yourself

>>52692968
This.
https://blog.mozilla.org/en/mozilla/we-need-more-than-deplatforming/

Search ads are out.
https://twitter.com/brave/status/1598359842347167744?s=46&t=-sO5XjCwrF5CEJwmDnuJ9g

>>52695754
https://brave.com/private-search-ads/

>>52695764
Bullish (unironically)

>>52695764
>https://brave.com/private-search-ads/
OH MY GOD IT'S ACTUALLY HAPPENING

>For users that don’t want to see ads, Brave is also offering an ad-free experience: Search Premium. For $3 per month, Brave Search Premium users can continue to enjoy a completely ad-free Search experience, and directly support Brave’s mission to make the Web a more private place with independent search.

how many people are going to sign up for this
even if a million sign up that's $3M/month in revenue

>>52695846
>>52695870
>>52695895
Buy it now!!!!!

>>52683621
>Also are rewards ever going completely on chain or will we always be stuck with vBAT.
This is the most important point. If it stays the way it is now, BAT is a token not needed.

>>52683815
Was she okay?

>>52695754
>>52695764
>>52695870
Is this meant to distract from what will inevitably be shitty November MAU / DAU numbers?

>>52696227
I hadn’t considered that but I doubt it

Eich is so based

Has anyone seen a search ad yet? I tried adjusting my ad settings to get them to appear but haven't been successful yet.

>>52697130
>During this beta phase, Brave Search users will see text-based ads in search results. However, during the beta period, Brave users who have opted-in to Brave Private Ads and are using the latest version of Brave will not see Search ads, since these new ad units are not yet eligible for BAT earnings.

In the brave blog post

How can I run an ad campaign on Bave Search?

>>52697417
https://brave.com/brave-ads/

mask browser is stealing market share
brave is finished
But thanks for the 200 euro i guess

>>52697472
Mask Browser is a fucking browser extension you idiot

>>52697507
Oh lol, you are right. Only had a look at the coingecko page when it pump weeks ago

>>52697343
Right, I opted out of Brave Private Ads but still am not seeing search ads.

>>52697472
When will you niggers learn that there is no brave killer.

Just off the top of my head. Oyster, Opacity, Verasity, Crowny, Adshares, Puma browser, Braver Browser, Toshi, Swash, Gener8, Crypto tab browser, Impervious Browser

These are all made by XRP, Coinbase, Bitcoin Maxis etc etc. Im missing a lot too. These were all supposed to kill Brave. Enjoy your pump and dump on your illiquid micro cap shitcoin while it lasts. Maybe you can time the pico top and pico bottom. Its failure is a given though.

>>52697925
You forgot about the best Brave killer, Carbon Super Fast Happy Goodtimes Browser. Over 5M users! Rewards that don't work! Using Brave fud harvested from these very boards!

>>52697966
This one popped up like 5 days ago. I have literally lost track of how many there are. Theres a new one almost every 2-3 months for like 5 years now. Sometimes theres 2 in 2-3 months like Carbon and Masq. They become irrelevant just as soon as they pop up. There was one about 8-9 months back that had some shitcoin and there were more token holders than browser downloads. People owned the token and didn't even use the fucking browser kek.

>>52683621
>people want to advertise to incels using Brave

>>52697925
>>52697966
>Opera suspiciously absent
>same shit as Brave but better devs
lol
lmao

>>52690120
Want to add to this that they have I think close to $10m left in the UGP. I thought search ads were at least another 3-6 months away so now that they are out today it should change things. Brave looks like its a lot closer to getting to profitability than when I made this post last night.

>>52698154
Opera is not suspiciously absent. I used Opera to look at porn when I was 12 back in like 2005. They have had close to 20 years to become something and almost nobody would pick them out of an alt browser lineup. Most of their users are Africans and Opera now runs a predatory loan business. You are using a literal fucking Chinese browser used by third world Africans. Not the own you thought it was you fucking retard.

>>52698201
>publicly traded company in the US
>has crypto wallet, dex
>better adblocker
>not forked chrome
>your only defense is a racist ad hominem
the fat lady’s singing, should have been braver lmao

>>52698253
You are literally the first person in like 2 and a half years to even bring opera into the discussion in these threads. Woah cool dude! You use a browser that nobody else uses! Mommies contrarian is quite the cypherpunk with his cool browser.

Most of us have probably used Opera at some point, and then we grew up and got real taste.

>>52698297
so you’re telling me to use a browser whose team hasn’t accomplished shit in 5 years over a browser that has been around literally since the beginning of consumer Internet, outlasting all of its competitors at the time
I highly encourage you to sharpen your debate skills

whats the best crypto browser to use?

>>52698448
You are beyond deluded. What has Brave not accomplished in 5 years? Its already at nearly a third the size of Opera in 1-3rd the time. Opera is mostly used on third world feature phones. I almost never see Opera being used by white men. Brave is the choice of the white man.

Brave has built too much in 5 years for me to even list and they are still going. Best part of it all is that Brave has been paying me too while you sit there like a cucked faggot on your chinese spyware browser kek. You are literally defending the browser for free. Im getting paid.

>>52698982
>it’s better b-because it just is okay
>muh white heritage
you might need to hit the 23 and me because i think a little juden got in there somewhere lol

>>52683621
literally nothing happens. the market has to be in the right position to see it as bullish. look at chainlink. it could literally cure cancer right now and it would dump.

>>52699222
>it’s better b-because it just is okay

What part of earning do you not understand? ?Im looking at $350 in BAT just from earnings that peaked at almost $3k. Brave could nearly afford you a maxed out new PC. You are over here arguing that theres a better adblocker which there isn't and any noticeable performance upgrades (which there isnt) from switching to opera would get absolutely fucking bodied by the maxed out ram, cpu, gpu and storage you could afford. Get out of my thread you stupid nigger

i’m not going anywhere just like this token haha

>>52699364
Thanks for the bump.

>>52684456
Just got done waging and about to WoW it up. How are you, lad?

>>52698613
Unironically, Brave.

>>52699364
We're glad to have you, lad. Get comfy.

We're getting MAU updates tomorrow, r-right?

What's everyone's estimating for November?

>>52695764
>>52695846
>>52695870
sooooooooooon

>>52699636
Did you ever berry your face in their brappers?

>>52699636
gross…

but I would say 20M DAU and 58.2M MAU

the real question is what will happen to polygon with the launch of zkevm's mainnet early next year, the first ever open-source zkevm that will provide developers with a cheaper and faster alternative to ethereum to build their dapps

>>52699614
BOOBA
>>52699636
I hate big sloppy asses, but I would eat the corn out of that dump truck

>>52699636
57.75 MAU

>>52699897
Its already top 10 and thats priced in. If you didnt already make it with matic then you never will. You are supposed to buy stuff when its near the bottom of the top 100.

59.9 M MAU
20.8 M DAU
572.6 M QPM

Cant believe search ads came out. Just did a generic search to try to get an ad. Doesn't look too bad. Basically like all the other search engine ads.

Maybe the seemingly smaller catalog of regular ads was due to them putting man hours toward building up a search ad inventory? Idk just speculating, could just be the shit market.

so still bleeding users and search ads are a flop?

>>52683970
Sauce
>>52699614
Why is this bitch wearing a helmet indoors in a bikini? How ugly is this hoe?

>>52700244
The difficulty in the search ads is that they need a system that allows the advertiser to bid on keywords. In this example ledger bids on the keyword crypto or cold storage or hardware wallet and likely negative key words like tax or accounting. Then once you click on that ad brave and ledger need to know who it was clicked by, when, and how long they stayed or if they bought a ledger all without any details of the customer.

Its a pretty big thing to build as simple as it looks. The next phase is to tie in the self serve platform and search rewards. In the meantime they have to tweak the beta and start onboarding more advertisers. What im really curious about is what is going to constitute a reward? Do you get BAT just for making the search? Do you get BAT for clicking on the ad? Do you get both? Is it rate capped?

They are probably going to have to do a good deal of fraud prevention so im imagining the rewards might take several months if not longer. I used to game bing rewards and im pretty sure brave is aware of fraud at this point.

>>52701620
Deleted and banned again. What is it about BAT that makes jannies seethe so hard? I don't get it.

I literally can't say anything about BAT without getting banned ever. That's why I don't post on this shitty board anymore.

>>52701676
>>52701696
same I got banned for saying Parker was hot

>>52700404
>Why is this bitch wearing a helmet indoors in a bikini
Because Anime

unironically what's the highest BAT price will go next year?
i assume every retard, tiktok thot and influencers will be shilling it next year

just buy an ad on /biz/ retards
literally more effective than whatever the fuck these shill attempts are

>>52700244
Just did a search on search.brave.com and there were no ads. How did you do it anon? Do I have to enable it somehow?

>>52702535
>stomach blur
When you shoop your gut and still look fat and saggy

>>52702535
This the type of bitch you wanna filet and put on the grille

>>52702497
: )

>>52702497
Maybe that's why. Jannies know Brave could pay up if they wanted.