ArtTimeInvestor

11 ms·

61.
by ArtTimeInvestor 1y ago
The whole article is based on an incident a YouTuber talks about in one of their videos. The incident was not captured on video and was not even described as dangerous by the YouTuber himself. I would say if that is all you have to discredi
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by ArtTimeInvestor 1y ago
And somehow we still see great reviews about everything. I looked at this hotel made from containers recently: https://www.booking.com/hotel/de/tin-inn-montabaur.html I thought it is an interesting concept. And it
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by ArtTimeInvestor 1y ago
CPA pricing removes the burn Not true. There is limited ad space which all advertisers compete for. No matter which model, CPC or CPA, the advertiser who pays most gets the ad placement. Its similar to SEO. Nobody says "Oh my
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by ArtTimeInvestor 1y ago
Not sure. Looks like they are behind even DeepSeek-R1 on the LMArena leaderboard: https://lmarena.ai/leaderboard/text I wish I could try myself. I wanted to test via their website: https://chat.mistral.ai B
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by ArtTimeInvestor 1y ago
China is pretty close to state of the art. With DeepSeek-R1-0528?
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by ArtTimeInvestor 1y ago
It will only get worse with LLMs being at the core of ever more activity. I'm not sure why only the USA is capable of creating state-of-the-art LLMs. As for Europe, I can say that it has a simple but effective strategy to keep falling
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by ArtTimeInvestor 1y ago
Real rates have overwhelmingly been positive That is what the government tells you. But I don't see that when I look up my real expenses. When I look through my old bills, what I paid for apartments, hotels, coffee it seems t
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by ArtTimeInvestor 1y ago
Reading through the comments here, it seems that most people on HN vastly underestimate the significance of the "store of value" use case. It is a core aspect of human life. And there is no other asset that does that with as littl
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by ArtTimeInvestor 1y ago
That's what you would have said when in 1999 someone would have told you that Amazon is addressing "ordering things". Now Amazon has a market share of 40% when it comes to ordering things.
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by ArtTimeInvestor 1y ago
Just looking at p/e and p/s ratios is not enough. Amazon also had a p/e over 100 and a p/s over 10 in its earlier history. You also have to look at the market size these companies are addressing while having few competit
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by ArtTimeInvestor 1y ago
People are generally not interested in discussing assets in depth. Or any other topic for that matter. It would be so awesome to have a forum where intelligent, grown up people discuss the possible futures of Bitcoin. Or any other asset. Bu
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by ArtTimeInvestor 1y ago
AI can be "fed" anything. Either via recorded media or you can attach a camera to a computer, a microphone and other sensors. Waymo's cars are making 250.000 rides per week, experiencing a lot of stuff. Or even just use text.
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by ArtTimeInvestor 1y ago
At some point, books written by AI will be better than books that humans can write. Do the signatories really want to deprive humanity of the best books of the future?
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by ArtTimeInvestor 1y ago
I expect that Tesla's FSD progress will accelerate now. They are now operating a service where Tesla themselves is responsible for every mistake the cars make. Operating in public. Having the media and the authorities breathing down th
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by ArtTimeInvestor 1y ago
How did you decide on Hetzner and OVH and why do you need both? Have you looked into others as well, like IONOS and Scaleway?
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by ArtTimeInvestor 1y ago
Can you elaborate on those "substantially different amounts"?
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by ArtTimeInvestor 1y ago
Do Apple and Google have a choice to legally opt out of it?
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by ArtTimeInvestor 1y ago
I sometimes think that "track record" is the main value of Google and Apple. They have been around for decades, and except in their own interest to collect data for themselves, I am not aware of any blatant privacy violations of t
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by ArtTimeInvestor 1y ago
Looks like that was a one-time event in the 70s. The rest of the time, the small stocks line goes roughly parallel to the large stocks line.
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by ArtTimeInvestor 1y ago
What could stop AI from doing all jobs?
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by ArtTimeInvestor 1y ago
Now we are back to the theory that above the historical average means high. I give up. We are talking in circles.
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by ArtTimeInvestor 1y ago
You don't understand the p/e ratios of any company? You mean they all seem much to high or much too low to you? Let's talk about a specific company then. Which one have you looked into recently?
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by ArtTimeInvestor 1y ago
You said "company values seem completely unhinged from reality". What do you mean by that?
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by ArtTimeInvestor 1y ago
Then your answer to my original question: Do you think a single person can rationally decide to invest their time into thinking about the stock market? Is "No". In your experience, the market is not inefficient en
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by ArtTimeInvestor 1y ago
Why don't they make more smaller bets so the risk cancels out?
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by ArtTimeInvestor 1y ago
high p/e ratios as an indicator of overvalued companies Again, you say that as if there was some kind of agreement on what a "high" p/e ratio is. But what is it? Since you multiple times mentioned "his
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by ArtTimeInvestor 1y ago
Why don't they invest on their own instead?
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by ArtTimeInvestor 1y ago
If you read my post again, you'll see that it was not about the question if institutions can create a positive ROI by doing HFT. It was about the question whether the market is inefficient enough for a person to create a positive ROI b
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by ArtTimeInvestor 1y ago
if it was efficient, then there would be no incentives for market makers, and as such there wouldn't be anyone working to make it efficient. Many market makers work with others people money. So they don't nee
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by ArtTimeInvestor 1y ago
From this and your other replies it seems that you assume the average p/e ratio of the S&P over the last 75 years is somehow the "correct" one and therefore todays S&P's p/e is "unhinged from reality&qu

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