antasvara

7 ms·

31.
by antasvara 4mo ago
The balance here is that good schools are one of the amenities that keep property values high and they have pretty high fixed costs. So you lose some economy of scale when enrollment drops, you have to cut school funding, which makes the sc
32.
by antasvara 4mo ago
The main cost benefits are that you don't have to pay for marketing, underwriting, plan administration for a bunch of different plan types, negotiating with thousands of employers on the premium they'll pay, etc. I think an 11% de
33.
by antasvara 4mo ago
The insurance company that provides your ACA plans gets money from the government for doing so. How much money they get is tied to a few things (not an exhaustive list): 1. On average, how healthy is your group of ACA plan holders? If the g
34.
by antasvara 4mo ago
I'm going to link my favorite survey [0] to illustrate this point. Its called the PIAAC, and it's a internationally standardized assessment of adult skills in literacy, numeracy, and problem solving. 28% of the US is at Level 1 or
35.
by antasvara 4mo ago
I think the relationship people are seeing is "80 year old can't fill out my form, must be because they can't use a computer." But international surveys like PIAAC [0] indicate that adaptive problem solving is the real p
36.
by antasvara 4mo ago
I do think it's worth looking at a few of his other posts (I'm a fan) to lend some credence to this one speficially. The more history-focused (so not aimed at worldbuilders) pieces are consistently well-sourced in a way that most
37.
by antasvara 4mo ago
The Venn diagram of "people that want traditional small town life" and "people that currently live in a small town" has a smaller overlap than you'd think. The small towns in my area are desirable not just because t
38.
by antasvara 4mo ago
The commenter is likely referring to the original S&P 90, which mandated a certain number of stocks in different sectors. At the time those numbers were 50 industrials, 20 utilities, and 15 railroads. The breakdown shifted as the econom
39.
by antasvara 5mo ago
The number of bad book adaptations makes me believe this is harder than you'd think. It's really an act of translation; you have to figure out if a book "works" without being able to just say what a character is thinking
40.
by antasvara 5mo ago
All of the analysis seems to rely on: 1. Continuing to grow their share of the market. 2. Margins staying high. 3. Inference costs coming down. 4. A need for Anthropic's models specifically. I buy 3. But 1, 2, and 4 rely on models cont
41.
by antasvara 5mo ago
I'm not against a fundamentals-based argument. The revenue growth is wild and their margins are reported to be great. But the existential concern remains: what happens if models start plateauing? I could be wrong, but the margins are s
42.
by antasvara 5mo ago
Reading this, my takeaway was less about the pump and more about how every part of the medical system is disconnected from every other part. There were some mistakes made but they were all pretty reasonable decisions. But the situation that
43.
by antasvara 5mo ago
A plumbing business doesn't have "assets" though; it's valuable because the owner is good at their job. You can't durably "sell" that brand value unless the new owner is also known to be great at their job
44.
by antasvara 5mo ago
Succession is hard for businesses with a majority "intangible" value. Think private practice doctors: your patients are with you because they like you as a doctor, so the "value" of your business is tied directly to your
45.
by antasvara 5mo ago
Perfectly said. To extend this, the eventual problem is that you eventually lose all of your new users, which means you lose the extremely valuable intermediate users (ones that know enough to ask complex questions, but not so much that the
46.
by antasvara 5mo ago
I think the standard calculation is per person-year, not per person. So a 22-year-old dying of a car crash shouldn't skew the statistics, because they only contribute 2 people-years to the 20-24 age group. That being said, I can see a
47.
by antasvara 5mo ago
I suppose it depends if "their" implies possession or ownership. It would be correct to say they possess this data. It's dicier to say they own it, much like I "possess" the apartment I rent but I do not "own&q
48.
by antasvara 5mo ago
> Are cheaper providers known for doing this? I would have thought they would be less lively to, as they are smaller and therefore every customer is relatively more important to them, and they are therefore more likely to check before tu
49.
by antasvara 5mo ago
I think the case is pretty clear regardless: gambling is supposed to be a state-regulated activity, and Kalshi is gambling but is regulated by the CFTC at the federal level. So I think the argument is "we want to be the ones to regulat
50.
by antasvara 6mo ago
> It's like leaving your bike out unlocked, because someone with the right tools can break the locks anyway. Not to strain the analogy, but it's more like not locking your bike when it's in your locked apartment (the apart
51.
by antasvara 6mo ago
I think the difference is that GameStop already has this network of pawn shops, and those stores are doing enough business to justify their existence (at least somewhat; GameStop wasn't doing great before all the craziness). I could
52.
by antasvara 6mo ago
I read it more as "you buy an airline because you want to run an airline, but what you actually end up running is primarily a credit card company." That doesn't mean you stop doing flights, it just means that the part you wa
53.
by antasvara 6mo ago
To be fair to traditional futures, they don't technically depend on the occurrence or non-occurrence of a specific event. They're an agreement to buy X asset at Y price on Z future date. You may lose money by being forced to buy o
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by antasvara 6mo ago
I sympathize with what you're saying. The "classic" library provides something that no other public spaces do. But its worth mentioning that there are fewer and fewer "other public spaces." My local library is just
55.
by antasvara 7mo ago
I know what I'm trying to say, so I can sanity check the output. You can't, unless you listen to the monologue. That's why I disagree with people that say "just give me whatever you gave the LLM." That's only u
56.
by antasvara 8mo ago
From what I can tell, the papeda is included as a sort of addendum in the bottom right corner of the chart.
57.
by antasvara 8mo ago
"Knowing" something and proving it mathematically are two different beasts. Zeno couldn't prove that there were no gaps; he showed that infinity was different from how we understood finite things, bit that's not the same
58.
by antasvara 8mo ago
Take something like the integers (1,2,3,etc.). They are infinite; given an integer, you can always add 1 and get a new integer. However, there are "gaps" in that number line. Between 1 and 2, there are values that aren't inte
59.
by antasvara 8mo ago
That's a salad spinner with a price of ~4x the cost of the OXO one. Would you buy a new car that cost 150,000 dollars?
60.
by antasvara 8mo ago
I think this really depends on your role. I don't get enough emails in a day to require 3 hours of replies. More generally, though, the response can be as simple as "We have received this email; the request will take some time, he

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