Liron

10 ms·

61.
by Liron 4y ago
I think the author, Lyall Taylor, was on point describing the main weaknesses that have led the stock market to devalue Netflix.
62.
Is Netflix Screwed? (2019)(lt3000.blogspot.com)
1 points by Liron 4y ago|1 comments
63.
Apollo GraphQL launches its Supergraph(techcrunch.com)
1 points by Liron 4y ago|1 comments
64.
by Liron 4y ago
Shared data is a choice any company can make in web2 or web3. The ability to share data in a blockchain rather than an API and regular downloadable data dumps changes nothing about the strategic business implications of shared data. For a d
65.
by Liron 4y ago
I admit it's a slight stretch, but I do think there's something gaslighting about it. The reader is expected to think they're reading a valid argument put together by a top research analyst whom they can trust to follow basic
66.
A16Z Is Gaslighting Us(medium.com)
62 points by Liron 4y ago|15 comments
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Relationship Hero (YC S17) Is Hiring Couples Coaches – Remote(relationshiphero.com)
1 points by Liron 4y ago
68.
by Liron 4y ago
I found my rental on Zillow. Imagine you could hire Zillow to manage your rental house... it's an interesting idea, yet Zillow is only valued at $11B. Why not say Zillow is $100B because that's such a cool hypothetical opportunity
69.
by Liron 4y ago
If we grant 30% operating margins, they would still already need 4x higher revenue today to justify $100B valuation.
70.
by Liron 4y ago
Clearly a great company in many ways, but if I attempt to quantify how great in terms of a reasonable market cap, I get maybe $30B, not $100B. Does anyone have a plausible model of how Airbnb can ever make over 5x more revenue than it’s mak
71.
by Liron 4y ago
We need a ciechanow.ski explainer for how ciechanow.sky explainers are built
72.
by Liron 4y ago
He’s elevated technical explanations to a delicious art form
73.
by Liron 4y ago
Yes, those are obvious important truths, but weird to cite without related truths that shed more light on why Meta has the money, power and influence it does. Like that people there are smart, believe in the vision, care to do a good job. A
74.
by Liron 4y ago
Your dad will need to take more responsibility about who he listens to or suffer the consequences. If you don’t think your dad is capable of doing that, you can help explain these subjects to him, or delete his Facebook account, or whatever
75.
by Liron 4y ago
It’s nice to see a post that acknowledges the obvious truth that Meta is a great company with great people that does great things. Sure they do bad things too, but calling them bad and evil is usually all I ever see on HN and Twitter.
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Patrick McKenzie on the unsustainability of yield farming(twitter.com)
2 points by Liron 4y ago|1 comments
77.
by Liron 4y ago
Sure, I agree they’ll likely manage to pull a lot of money out and not go too negative even as they drink their own kool-aid and imagine that a valueless speculation bubble is a substantive field of research.
78.
by Liron 4y ago
Huh? They've already pulled money out and banked a historic return for their fund. In fact one of their partners whose investment thesis is based on publicly-documented logically flimsy claims [0] was #1 on this year's Midas List
79.
by Liron 4y ago
IMO they authentically but wrongly think there's something of value to research, i.e. they drink their own kool-aid. Which means they'll fail to pull their money out at the peak of the bubble, undoing their impressive returns to d
80.
by Liron 4y ago
Note there are two components to this: (1) paying all cash-based compensation (2) giving the ability to invest at fair market price. I believe both components should be considered best practices.
81.
by Liron 5y ago
“The $100M Startup That Checked Out Fast”
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The Metaverse Has Bosses Too. Meet the 'Managers' of Axie Infinity(vice.com)
6 points by Liron 5y ago|0 comments
83.
by Liron 5y ago
I thought this was going to be about Stripe's investment in Fast Checkout
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by Liron 5y ago
Yes Monero is great as private digital cash… as long as its usage level remains relatively low-profile so that governments keep allowing sites like Kraken to legally act as fiat on and off ramps, voluntarily handicapping their ability to tr
85.
by Liron 5y ago
It feels like everyone has read The Lean Startup but hasn't understood the key message. I read it a few years ago, and I still ended up wasting too much of my time building something that no one wanted. Then I started advising othe
86.
by Liron 5y ago
Important to note that Stripe has NOT announced any crypto/blockchain/NFT products or tech of its own. The only news here is that Stripe is letting crypto companies use their various fiat processing services, now that they feel co
87.
Relationship Hero (YC S17) is hiring sales associates (remote)(relationshiphero.com)
1 points by Liron 5y ago
88.
by Liron 5y ago
I agree that use case makes complete sense for you today. But shouldn't we expect that your government will also get around to blocking crypto? E.g. declaring it criminal for you to use, and/or blocking all the fiat on/offram
89.
by Liron 5y ago
YC alum here, witness my HN submissions page full of 1- and 2-pointers.
90.
by Liron 5y ago
Yeah if you’re just looking at the graph trend, you might only start panicking if BTC drops below the previous 2017 cycle’s peak of $19k.

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