beambot

34 ms·

511.
by beambot 4y ago
By rough approximation, it's at least $1M per year in purely excess G&A costs to meet public company regulatory requirements. And then there's the constant management distraction of quarterly earnings song & dances, discl
512.
by beambot 4y ago
For heating, you are probably better off converting to electricity (burning or fuel cell) and driving a high-COP heat pump. Good heat pumps are ~250-300% "efficient" at "converting" electricity to heat. (Efficiency isn&#
513.
by beambot 4y ago
How do you prove that no one manually added or edited database rows? How do you store the transaction logs & verify their accuracy & authenticity? By the time you build a system with historical "proofs" with enough replica
514.
by beambot 4y ago
The a16z "State of Crypto" deck lays things out fairly cogently: https://a16zcrypto.com/wp-content/uploads/2022/05/state-of-c...
515.
by beambot 4y ago
For those who are curious about SPARC and CFS (Commonwealth Fusion Systems), this lecture by Dr. Whyte covers the salient points: > Small, modular & economically attractive fusion enabled by high-field superconductors https:/&#
516.
by beambot 4y ago
> We don't store key material. There's the centralized trust... How can you prove this?
517.
by beambot 4y ago
You've captured all the economic incentive of the portfolio companies, but what of the investor? The presence of "underutilized potential" doesn't mean that there's a triage opportunity. Free cash flow (and liquidi
518.
by beambot 4y ago
Great Veritasium video on YouTube about analog neuromorphic architectures and their promise for lower-power operations: https://www.youtube.com/watch?v=GVsUOuSjvcg&t=1s
519.
by beambot 4y ago
Consider for a moment that Metaverse as a "product" is a thinly-veiled smokescreen to deflect government regulators away from monetization of their monopoly on the Western social graph, and it doesn't seem that misguided. An
520.
by beambot 4y ago
Is that 7% one-time or 7% compounding? The latter has a pretty deleterious effect over time...
521.
by beambot 4y ago
The college system serves three purposes: (1) Education, (2) Credentialing, (3) Networking. The weight between these fluctuates over time, and increasingly there are better & cheaper resources for (1) outside the traditional classroom s
522.
by beambot 4y ago
To be fair: all laws are legal fictions enforced by the pointy end of a stick. Could just as easily end up with totalitarianism.
523.
by beambot 4y ago
Many components of the traditional automakers' vehicles are outsourced to common suppliers. That doesn't give them a free pass when the vehicle doesn't perform as desired -- it's a product defect regardless of which sup
524.
by beambot 4y ago
Exactly. It's played out at virtually every EV manufacturer, regardless of their experience. General Motors, for example: GM advising some Bolt EV owners to park 50 feet away from other cars in case of fire https://www.c
525.
by beambot 4y ago
Samsung, Toyota, Sony, TSMC?
526.
by beambot 4y ago
To do a proper net-present value calculation, you need more than just revenue & profit. You also want to know growth rate, gross margin, and capital efficiency.
527.
by beambot 4y ago
20x Price-to-Sales (P/S) multiple on trailing-twelve-month (TTM) revenues is actually on high-end of of sub-$20B SaaS right now -- it's just the new reality. Examples from public markets: Cloudflare ($NET) TTM revenue is $0.73B a
528.
by beambot 4y ago
To be fair: It will probably be easier for him to go from $500/mo to $1000/mo much easier than it will be to go from 4% APY to 8% APY.
529.
by beambot 4y ago
How would you dispose of trash in a way that doesn't somehow expose it to microorganisms?
530.
by beambot 4y ago
So many problems with cable-fed drones over farm-sized distances: (1) Cables rapidly exceed the vehicle weight; (2) keeping cables off the ground requires extreme tension beyond the forces capable by the drone; and (3) aerial drones are ver
531.
by beambot 4y ago
YCombinator is echoing the same sentiment: https://news.ycombinator.com/item?id=31435407 I've heard of VCs at all stages opting to sit out for a quarter or two to see how things shake up before resuming any deals. It
532.
by beambot 4y ago
Seebeck generation is indeed inefficient.... But for low temperature deltas, Carnot efficiency already implies pretty low theoretical efficiency limits.
533.
by beambot 4y ago
I'd be curious if home gardening is actually more resource intensive -- especially if your time & labor is considered free (whether donated or a sunk cost).
534.
by beambot 4y ago
NRE costs on a phone are easily measured in the $Millions. Your niche has to either (a) have enough volume to dilute those costs; or (b) be willing to pay a lot more per unit to cover them. It's not a "bad thing" about HN
535.
by beambot 4y ago
I assume the award was to pay for development. As long as it wasn't grossly in excess of prevailing dev wages, why shouldn't they be able to use their salary as they see fit...?
536.
by beambot 4y ago
Pentagon has never passed an audit, and the Fed manages to have giant ($Trillion) "secret" activities that manage not to hit their audits [1]. Are they a Ponzi too? [1] https://theweek.com/articles/479867&#x2
537.
by beambot 4y ago
> and they guarantee payout. "Counterparty risk"
538.
by beambot 4y ago
I'm a long-time tablet proponent & user. I bought & received a ReMarkable2 about 3 weeks ago, and so far it's my favorite purchase in years .
539.
by beambot 4y ago
All the best facets of capitalism at play: regulatory capture, decentralized costs & concentrated profits, and fees small enough to be a cost of business rather than long-term deterrent.
540.
by beambot 4y ago
"Force majeure" became one of those semi-obscure legal concepts that took front & center during the onset of the pandemic...

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