Random Sunday Thoughts #235
1. There is a lot to unpack this week. First, it has been quite the week of exact match and category domain name activity for us at ATM. What I can say for now is we closed two more mid 7 figure transactions (more specifics next Sunday), and I have never seen end user companies value and understand the strategic importance of their .com domain at the level I am seeing now. I expect to close several more very high level transactions in Q4 (cont 👇)
Your home is in your will. Your savings have a beneficiary.
Your domains? A password only you know.
If something happens to you, they could be lost for good.
Domain Legacy handles check-ins, renewals, and transfer to someone you trust. Free on Atom.
https://t.co/9uxDizy14U
I can’t believe how many domain investors use meaningless metrics to value a domain name.
“It’s registered in 250 extensions!”
Who gives a shit? I sure as hell don't.
How many of those registrations represent successful businesses?
That’s the question.
You will be counting domainers buying the same crap in different extensions.
You will be counting businesses protecting their brands.
Who gives a shit?
Neither tells me what someone can build on the name. Neither tells me about value.
Tell me there are 80 successful businesses using that name across other extensions. Now you’ve told me something meaningful. There are audiences. There are commercial uses. There are businesses making it work.
Registration alone proves none of that.
It's meaningless besides being silly.
“It was registered in 1995!”
So what? Again, who gives a shit? It doesn't make the domain worth one penny more!
It either means something or it doesn’t. It either has an audience or it doesn’t. Can a company build its WORLD HEADQUARTERS on it? Or not??
Stop measuring what’s easy to count while ignoring what actually matters.
The mines are open. You can walk in and register names all day long. And many will still walk out with worthless garbage because, after all these years, they don’t know what they’re looking for.
Following other people's mistakes doesn't help you pick a winner.
I post the names I acquire so you can see my thought process. What I believe has value today. What I believe could have value tomorrow. What a builder could use. What a business could grow into.
I’m looking for audiences, commercial purpose, and the foundation for a company’s world headquarters.
I stay away from swampland with no audience.
Counting how many other people bought the swampland doesn’t make it valuable.
The name itself is the only thing that has value ir not. None of the other bullshit counts.
I can find pigeon shit registered in hundreds of extensions all day long.
The only ones that care are the ones that own the pigeon shit.
So if you don’t own pigeon shit, stop using other people’s pigeon shit as a valuation metric. It makes you look like a rookie.
as a chinese, i will never buy a .si domain
"si" literally means death
yourbiz .si reads like "yourbiz is dead"
no offense slovenia, but si is one of the most taboo words in chinese
some buildings in 🇨🇳 don't even have a 4th floor because 4 sounds like si
even vegas hotels like wynn skip the 4th floor and all the 40s, they know their chinese customers hate it
Made world news today. Then corrected the record.
The BBC cited my https://t.co/Bc6rQ1EZNY deal as “cyber-squatting.” I challenged it. They published the correction below.
Domain investing is a legitimate business. The distinction matters.
Credit to @BBC for correcting it promptly. THANK YOU!!
The Atom Seller app is the most ambitious thing we've shipped this year. Countless late nights, a lot of rethinking, and a team that refused to settle for good enough.
So proud of what this team created. 🚀
Industry Pioneer Dan Rubin Returns to the Domain Drop Catching Arena With a Completely Rebuilt Version of an Old Favorite - https://t.co/kkP1nGBq6Y: https://t.co/sER5vSKaTd
Notify․domains is live on Product Hunt! 🚀
It tells you the moment a domain opportunity appears.
I'd love your support if it looks useful. A comment, a question, or a short review if you've used it.
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Random Sunday Thoughts #228
1. I have recently been seeing a lot of social posts, discussion, experimentation, as it relates to the most effective method to sell domain names. Before I weigh in, I want to set a few expectations; I am biased in my beliefs, but that is backed up by, humbly, results very few have achieved over a long period of time. I have been on all sides of domains; as an entrepreneurial founder, end user who has acquired millions of dollars of domains, including for two of my own successful businesses; as a domain investor; and as an advisor on many of the largest transactions of all time. I have seen all the different tlds, platforms, tools, and approaches since the Internet started. To be clear, there is not one right approach, success can be achieved with each, and luck usually plays its role. However, to get the best outcomes, whether as a seller or end user buyer, there are three things that no landing page, inbound lead, marketplace, or AI agent can provide. Let's pretend that a potential buyer comes knocking on the door, and they are "the one." It does not matter how they arrived, whether on their own, from outbound efforts, or by sheer luck. It is now game time, where the establishment of trust, human connection, and negotiation blend with the experience needed to navigate often complex issues including transition and legal (aka the importance of managing the attorney). Just like in a game of poker, how this is handled can be a massive difference maker. Domains are very illiquid assets, where the opportunity to end in a win-win deal for both sides sometimes only presents itself once. I love this part of this business, from finding common interests to connect on a personal level with some of the world's most proven or emerging leaders, to ensuring all the puzzle pieces fit so everyone can experience the final, beautiful picture, which is the consummation of a transaction where the sellers profit, and the most valuable exact match and category defining domain names power the business that will benefit exponentially from the domain asset (cont 👇)
A friend asked me today when I first started investing in domain names. As I looked back, I just realized it has already been more than 20 years. My domain investing journey began on July 21, 2006. At the time, I wanted to register a domain for my own company and discovered that it was listed for sale, that was when I first learned domains could actually be traded. I then searched for news about domain transactions and came across the story of the https://t.co/hm9bvplacA sale, which showed me just how valuable domain names could be. Excited by the discovery, I went ahead and registered a few domain names that I believed would make me RICH. The very first one I registered was https://t.co/lxx1KNlTo2. Looking back now, I can’t even remember why I chose those particular keywords that day, or why I went with a .net extension. 🤣But none of that matters. From that day on, I fell in love with domain name investing. It has become my most important hobby. True passion makes the long years worthwhile. 😀
We analyzed 1,000 recent funding rounds representing $186.8B to see what funded companies name themselves, and which domains they operate on.
Funding data shows where the next concentration of potential buyers may be forming. 🧵
The best distribution strategy isn't just signing more partnerships.
It's building infrastructure that lets future products participate by default.
If someone builds the next Cursor or Lovable, they can add premium domain discovery on day one, without ever talking to us.
The specification is open.
Our implementation is live.
Anyone can implement it directly, including our competitors. Atom isn't in the middle.
The registrar already knows who owns the domain.
Now there's a standard way for them to say so.
I hope DomainAttest becomes shared infrastructure for the entire domain ecosystem.
Why we built it: https://t.co/0oCpTBPzc8
Random Sunday Thoughts #222
1. There are only 3 kinds of prospects when selling the most valuable word one word, .com domain names. For the sake of this post, I will use the term entity (company, its leadership, or an individual). First, is the entity that unequivocally understands that its exact match domain is the most important & value driving strategic investment it makes, over almost anything else. They are already successful and realize this important step to get to the next level. Sometimes, they have the capital at that moment, and other times, they truly do not. I have done countless deals (i.e. Breeze .com, Sword .com, Monarch .com) that reflect this situation. In that process, we built a relationship with the entity and when they were in a position to negotiate a win-win outcome, they returned to successfully do so. The risk here is that when they return, it is too late and the domain has been sold to another buyer. The effects of that can be extremely detrimental, so I always encourage them to be creative, socialize it with their investors, and see if they can find a path sooner vs. later (cont 👇)