carlineng

13 ms·

91.
by carlineng 6y ago
I found this thread originally from Stratechery's daily update for January 13th, 2021. The article itself is behind a paywall, but the Twitter thread is insightful enough that I think it deserves more exposure. https://strat
92.
No worldview can account for everything that will ever happen(twitter.com)
2 points by carlineng 6y ago|2 comments
93.
by carlineng 6y ago
With public market valuations of B2B companies today, I could see Plaid being worth considerably more than the $5 billion that Visa agreed to. I think it's less likely buyer's remorse than just overwhelming evidence of anticompeti
94.
by carlineng 6y ago
The CEO of Chartio recently gave a talk advocating for wide tables [1], but I don't fully agree. Having a wide table can have some performance benefits, but I think the primary benefit of dimensional modelling isn't related to per
95.
by carlineng 6y ago
"working on a product that would take many years to reach mass-market adoption due to pesky little things like manufacturing and road safety." I know that sentence was probably meant to be humorous and not taken too seriously, but
96.
by carlineng 6y ago
Bitcoin total market cap is ~$500 billion, so it's still a pretty small niche, and I think there's quite a ways to go before it becomes "too big to fail". For comparison, the market cap of gold is ~$10 trillion. The majo
97.
by carlineng 6y ago
Another fun fact, the San Carlos airport nearby has an FAA identifier of SQL: https://www.airnav.com/airport/KSQL
98.
by carlineng 6y ago
For those like me who don't know much about the technical aspects of music discussed in this comment (motif, texture, modulation, etc.), I recommend checking out Craig Wright's lecture series on "Listening to Music" offe
99.
by carlineng 6y ago
Citus was acquired by MSFT in 2019, hence the integration. Vitess is primarily a MySQL-based solution, and I imagine that AWS would rather have its customers on Postgres-flavored DBs, given that MySQL is currently owned by Oracle.
100.
by carlineng 6y ago
From p153: > Our advertising costs to acquire new users constituted 96% of our sales and marketing expenses, and sales and marketing expenses constituted 91% of our operating expenses, in 2019. That's pretty astounding. In 2019 they
101.
by carlineng 6y ago
I don't think the labels of "tech" vs "hospitality" are exclusive in any way. I think there's a good argument to be made that we should consider Airbnb a "hospitality" company, but ultimately the labe
102.
by carlineng 6y ago
A few random observations I found interesting: - Looks like they are significantly leaner now as a result of COVID. Cost of revenue is at an all-time low in Q3 (17% of revenue on p164). There's a lot of focus the drastic cuts to Sales
103.
by carlineng 6y ago
> Predictably, not many people subscribed. How do you know this? I don't believe I've ever seen them (or anyone else) publish actual subscription numbers... closest thing I've seen is some statistical analysis done by a VC
104.
by carlineng 6y ago
Somewhat related is Pavlo's musings on Naming a Database Management System [1]: "In my opinion, the best DBMS names from the last thirty years are Postgres[4] and Clickhouse. These two names did not mean anything before, but now t
105.
by carlineng 6y ago
The CEO of CircleUp stepped down and published an email he sent to a former board member accusing said board member of poor/damaging behavior. The board member is suspected to be from Collaborative Fund: https://news.ycombin
106.
by carlineng 6y ago
Security and privacy are last on the list and marked with an "essentiality" score of 1/3. I think as an industry, we need to do a better job of emphasizing and prioritizing those topics early and often throughout the educatio
107.
by carlineng 6y ago
There are rules around revenue recognition [1]. These rules provide guiding principles, and there's some human judgment involved in ironing out the details. Its almost certain that the revenue would be spread over the life of the contr
108.
by carlineng 6y ago
Average revenue per customer of $5.6 million per year. Previous articles mention that 91% of revenue growth comes from existing customers, and this is probably a large reason why. With such enormous contract values, their sales cycle is pro
109.
Palantir S-1 shows the company has 125 total customers(techcrunch.com)
3 points by carlineng 6y ago|1 comments
110.
Foundations of Finance from Aswath Damodaran(youtube.com)
4 points by carlineng 6y ago|0 comments
111.
by carlineng 6y ago
"yet even in their most recent results Intel revenue/earnings still dwarfs AMD's." Paradoxically this is likely WHY they are getting punished so much by the market. Their current revenue/margins are too juicy to giv
112.
by carlineng 6y ago
I'll let dcaisen speak for himself, but I don't get the impression that he believes DE Shaw is actively harmful; just that the service they provide (market liquidity, low spreads) comes at a relatively high cost. "How?"
113.
by carlineng 6y ago
GP is in agreement with you on the last point, and the highlighted conflicts of interest are not related to DE Shaw: "brokers and exchanges are much worse [than DE Shaw] since they're fiduciaries and semi-regulatory entities, resp
114.
Public SaaS Valuation Update, Post-Q1 Earnings(meritechcapital.com)
1 points by carlineng 6y ago|0 comments
115.
by carlineng 6y ago
Their Series B was only 9 months ago [1], and based on the amount raised ($44 million), I would guess they were valued at around 400-500 million. This would mean they've more than doubled their valuation in less than a year. Congrats t
116.
We sold intermix.io in a shifting market(medium.com)
9 points by carlineng 6y ago|0 comments
117.
by carlineng 6y ago
Super interesting that their funding round in 2015 valued them at $20 billion. In late 2015, public SaaS revenue multiples were in the 6-7x range [1]. According to the article, they are looking to hit $1 billion in revenue this year. If we
118.
DB2 migration problems cause IBM to resurrect Netezza(theregister.com)
2 points by carlineng 6y ago|0 comments
119.
by carlineng 6y ago
> ... investors had expected the firm to more aggressively beat expectations I know this is the norm nowadays with companies sandbagging guidance, but the above statement is still absurd.
120.
Slack drops 10% after its revenue growth guidance fails to impress(techcrunch.com)
5 points by carlineng 6y ago|1 comments

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