alexhu11

3 ms·

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by alexhu11 10y ago
Location: Bay Area. Remote: No. Willing to relocate: No. Technologies: Python, Ruby, PHP, Javascript, Java Résumé/CV: https://github.com/hucares/resume/blob/master/alexhu2016.pdf Email:
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by alexhu11 11y ago
Do users pay for any of those services you mentioned? This changes the dynamic completely by forcing the user to become engaged. At the core AirBnB and Uber are selling commodities. They appear to be the lowest-cost producer because of thei
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by alexhu11 11y ago
The textbook response would be a price war. Raise prices in uncompetitive cities and lower prices in at risk cities. This is one of the tools Standard Oil used to create its monopoly.
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by alexhu11 11y ago
You just pointed out another barrier to entry for Uber and AirBnB. New entrants will probably have less selection and higher cost. This is fatal in a fundamentally commodity business. There will be no competitor to AirBnB or Uber for the fo
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by alexhu11 11y ago
The barriers to entry for any competitors are highly behavioral. Consumers are used to using (and implicitly trusting) AirBnB and Uber. Any new entrants would have to replicate that. This is part of the reason why Jet.com will never beat Am
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by alexhu11 11y ago
Only 6% percent of Valeant's revenue goes through Philidor. However, this raises HUGE questions about the legitimacy of the other 94% of Valeant's revenue streams. How many other arrangements like this does Valeant have. Is it con
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by alexhu11 11y ago
Valeant is especially pernicious case of credulous investors looking at a rising stock price and skipping their due diligence. There's a lot of amazing blog posts from John Hempton and others outlining the problems with their story. h
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by alexhu11 11y ago
The elephant in the room I don't hear people discussing is the impending spectre of deflation. If the labor supply diminishes what happens to aggregate demand? Judging from the example of Japan, demands implodes as fewer people buy goo
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by alexhu11 11y ago
What is a problem is selling taxpayer subsidized water to large corporate farmers in the middle of desert so that they can raise surplus crops while in the middle of the drought. Agriculture is fine. Subsidizing corporate behemoths in the C
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by alexhu11 11y ago
Great! A book I recommend to explain how thoroughly screwed up water policy in the West is Cadillac Desert by Marc Reisner. Water policy has been run largely as corporate welfare for large agricultural growers at the expense of taxpayers an