carlineng

10 ms·

61.
by carlineng 4y ago
Good thing there is an enormous list of reasons to cycle that far outweigh the downsides. Shermer's Neck is a condition that impacts a very small percentage of cyclists, and only those who choose to participate in the most extreme of e
62.
by carlineng 4y ago
"But then yeah, after that day, when, you know, Bitcoin went from $30,000 to $20,000, you know, that, that was extremely painful for us. And that was in, that ended up being kind of the nail in the coffin." Bitcoin has had 10 draw
63.
by carlineng 4y ago
I love these updates. It would be great to see some of the major data warehouse vendors (Snowflake, BigQuery, Redshift) follow suit.
64.
by carlineng 4y ago
Snowflake’s handling of JSON data via the “variant” data type is quite nice to work with, both in terms of speed and convenience of the access methods.
65.
by carlineng 5y ago
"Variants of this idea that I frequently hear engineers and VCs repeat involve companies being efficient and/or products being basically as good as possible because, if it were possible for them to be better, someone would've
66.
by carlineng 5y ago
Mark Raasveldt and Hannes Muhleisen at CWI wrote about these challenges in their 2017 paper Don't Hold My Data Hostage [0]. It's great to see progress on this front. [0] https://ir.cwi.nl/pub/26415
67.
by carlineng 5y ago
Cloud SQL data warehouses like Snowflake and BigQuery.
68.
by carlineng 5y ago
> You can tell because she gets a lot of things wrong. That puts her in good company with pretty much all of the world's most respected economists.
69.
by carlineng 5y ago
I'm somewhat bullish on the promise of permissioned blockchain systems, but the Facebook/MySQL example is misleading -- * Facebook doesn't need MySQL to interop with other systems in the same way that blockchain enables. * Re
70.
by carlineng 5y ago
A project from the creators of Looker. From the docs [1]: > Malloy was designed by a team of people with a lot of experience in understanding the task of extracting meaning from data. Years of constant exposure to SQL resulted in a treme
71.
Malloy: An Experimental Language for Data(github.com)
4 points by carlineng 5y ago|1 comments
72.
by carlineng 5y ago
Next time I’m asked what data scientists do, I’m sending them this email exchange. This conversation likely resulted in a few sleepless nights for a couple of Apple data scientists.
73.
by carlineng 5y ago
Gross Margin for Calendar Year 2020 was around 71%, so no more than 29c.
74.
by carlineng 5y ago
A few tidbits after a quick reading: * Confluent Platform (on-prem) accounted for 85% of revenue in 2020, whereas Confluent Cloud (managed SaaS) accounted for 15%. The S-1 makes it clear that Cloud is the future for them. This split makes i
75.
Confluent S-1(sec.report)
3 points by carlineng 5y ago|1 comments
76.
by carlineng 5y ago
Reminds me of Panoply, which had native SaaS integrations, a managed Redshift instance on the back-end, and a BI layer on top. Basically a fully turn-key "modern data stack" [1]. The stack is way easier to operate than it has ever
77.
Confluent Announces Confidential Submission of Draft for Proposed IPO(businesswire.com)
6 points by carlineng 5y ago|0 comments
78.
Engineers Should Write ELT(jackofsometrades.substack.com)
5 points by carlineng 5y ago|0 comments
79.
by carlineng 6y ago
I would argue that yes, the fundamental incentives are different. Traditional media relied on an advertising-based revenue model, that needed to maximize eyeballs to be attractive to advertisers. Substack relies on subscriptions, which can
80.
by carlineng 6y ago
Practically speaking, how is "raise money on private market, then quickly go public via Direct Listing" different from a traditional IPO? Presumably the late stage private investors get the company at a steep discount relative to
81.
by carlineng 6y ago
This is fantastic. When people ask me "what do data scientists really do?" I am going to send them to this repo and the accompanying article. This looks like a massive effort to send out each FOIA request and then manually process
82.
by carlineng 6y ago
Some sources say Coinbase has already been trading at >$100B on private markets [1]. I find it interesting that about 2/3 of their trading volume (and thus revenue) is from institutions. Also that 44% of their trading volume is from
83.
by carlineng 6y ago
Trading volume of "Other Crypto Assets" (non-BTC/ETH/LTC) made up 44% of revenue in 2020, which they attribute to DeFi crypto assets. I wonder how 13% of their assets drives 44% of their revenue? The section on Applicati
84.
by carlineng 6y ago
In a Direct Listing, the company does not issue new shares. This doesn't mean they can't in the future, but it's just not part of the company's initial listing on the public markets.
85.
by carlineng 6y ago
From "Use of Proceeds" on p78: "To the extent any registered stockholder chooses to sell shares of our Class A common stock covered by this prospectus, we will not receive any proceeds from any such sales of our Class A commo
86.
by carlineng 6y ago
From the article: "I suspect that many still inaccurately equate or conflate “cloud” with “IaaS,” which is a perspective at least a full decade out of date. Without question, Amazon created and still leads the IaaS segment of the cloud
87.
by carlineng 6y ago
DuckDB is a really promising project for just that: https://duckdb.org/
88.
by carlineng 6y ago
Not quite -- Snowflake allows you to query data directly from S3 without having to ingest it. You can either query the S3 file directly [1], or define an external table on top of it [2]. If the data is JSON, Avro, XML, or some other "s
89.
by carlineng 6y ago
GCP
90.
by carlineng 6y ago
Minimum rate of return is only one measure of cost. If we look at cash flows, the story is much different. Startups are usually cash-constrained, and equity financing is a way to raise cash without negatively impacting future prospects. Deb

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