ckastner

21 ms·

1. 211.▲
   by ckastner 4y ago

   > Step 2: find a bank willing to let you be a money transmitter for millions of anonymous pseudo-dollars whose owner you have no idea of, setting off every single money laundering alarm in the building. This was the biggest red flag be
2. 212.▲
   by ckastner 4y ago

   One has to appreciate the irony that Putin's attempt to reduce the size of a hypothetical¹ border between NATO and Russia will probably result in actually doubling it. ¹Hypothetical because there was no realistic chance that Ukraine wo
3. 213.▲
   by ckastner 4y ago

   I found it odd that they'd publish such a poor track record, so I checked the worst performing position ALLK (-97%). The stock was at 100-ish in December 2019 (their reference), and today it is at 3.22. Consequently, it seems that the
4. 214.▲
   by ckastner 4y ago

   Revenue is down to $1.165bn compared to $2.49bn in Q4/2021. $430m loss, compared to income of $840m in Q4/2021.
5. 215.▲
   Coinbase Q1/22 Shareholder Letter [pdf](s27.q4cdn.com)

   46 points by ckastner 4y ago|77 comments
6. 216.▲
   MaxLinear to Acquire Silicon Motion(investors.maxlinear.com)

   1 points by ckastner 4y ago|0 comments
7. 217.▲
   MaxLinear Is in Talks to Buy Chipmaker Silicon Motion(finance.yahoo.com)

   2 points by ckastner 4y ago|0 comments
8. 218.▲
   AMD sales jump 71%, shrugging off concerns about PC slowdown(cnbc.com)

   8 points by ckastner 4y ago|0 comments
9. 219.▲
   by ckastner 4y ago

   Record revenue of $5.9bn, almost $1bn above estimates. Expected revenue for 2022 raised from $21.5bn to $26.3bn.
10. 220.▲
    AMD Q1/2022(ir.amd.com)

    6 points by ckastner 4y ago|1 comments
11. 221.▲
    Amazon Q1/2022 [pdf](s2.q4cdn.com)

    77 points by ckastner 4y ago|102 comments
12. 222.▲
    Intel Q1/2022 [pdf](d1io3yog0oux5.cloudfront.net)

    1 points by ckastner 4y ago|0 comments
13. 223.▲
    by ckastner 4y ago

    Tangential, but it feels so odd to see the accompanying documents shared as .pptx and .docx rather than as PDFs. It's entirely reasonable from a PR point of view, as it treats these formats as of first-class, but I don't think I&#
14. 224.▲
    by ckastner 4y ago

    After all the theater about Musk joining the board, then him not joining the board as it's "best for all", then refusing the $54.20 offer for being too low... I have a feeling that Twitter's Q1 numbers to be reported on
15. 225.▲
    by ckastner 4y ago

    Perhaps I phrased it poorly; what I meant to emphasize is that the refusal does not take any extra steps. Of course entering a contract, requiring some form of online payment, will take more steps than not entering one.
16. 226.▲
    by ckastner 4y ago

    > The GDPR reads as if its authors had a different understanding. For example, the 'data minimisation' principle indicates that you should not be collecting personal data unless doing so would prevent the desired activity Ind
17. 227.▲
    by ckastner 4y ago

    > If a consent dialogue that required one more click for refusing than accepting is not legal, how can this be? In the derstandard.at model, the site is inaccessible (and also does not set any cookies, or perform any other tracking opt
18. 228.▲
    by ckastner 4y ago

    Indeed, I overlooked that the ICO took a different stance. I have to admit that I did not research this myself, I just took the word of the (top-tier) law firm back then. > The decision that you link also seems very much at-odds with th
19. 229.▲
    by ckastner 4y ago

    > Where has that been ruled legal, and do you have a link to the ruling? This was communicated to me by a law firm specializing this area. This was with regards to the newspaper "derstandard.at". Here's a source in Germa
20. 230.▲
    by ckastner 4y ago

    What an amazing win for Europe, and the GDPR. This isn't about just the button. Until a few years, "you're not the customer; you're the product" was the norm for a typical user's interaction with the internet,
21. 231.▲
    by ckastner 5y ago

    Twitter had ample time before 2018 to experiment with making money, though. I'm not saying that Twitter should have known how to do that in 2006, but they probably should have by the time they IPO'ed 8 years later, in 2013. And Gl
22. 232.▲
    by ckastner 5y ago

    That's a hand-wavy platitude about the general human condition that has nothing to do with Twitter specifically. Yes, global communication marches on, but that says nothing about specific platforms. Just look at MySpace.
23. 233.▲
    by ckastner 5y ago

    It has to, if you want to keep employing the engineers who build and run the system.
24. 234.▲
    by ckastner 5y ago

    > He is absolutely right over its enormous potential What unrealized potential does Twitter have left after 16 years of existence? Twitter is incredibly popular, but as Docker already showed, being incredibly popular doesn't have
25. 235.▲
    Elon Musk Offers to Buy Twitter for $54.20 a Share(bloomberg.com)

    16 points by ckastner 5y ago|1 comments
26. 236.▲
    by ckastner 5y ago

    > Anyone involved with GME knows this isn’t true. People involved with GME used to refer themselves as the "Apes", and reading their main forum on /r/wallstreetbets back then, that would be a pretty accurate charact
27. 237.▲
    by ckastner 5y ago

    This is so on point. To me, and many others active somewhere on the "regulated finance" spectrum, the way crypto kept going on and on how awesome "deregulation" is from a consumer standpoint was tragically ironic. The va
28. 238.▲
    by ckastner 5y ago

    The phrasing of this message might be quite significant. Note that the message says that Musk is not joining the board, rather than he's leaving it. If he never joined, then the 90-day restriction of not acquiring more than 14.9% o
29. 239.▲
    by ckastner 5y ago

    > It amuses me more than it should that the CEO of Twitter has posted an image of text (from the iOS Notes app?) to get around the Twitter character limit. I also find quite amusing the fact that Twitter's original 140 character l
30. 240.▲
    by ckastner 5y ago

    I am not all too familiar with U.S. securities regulations, but one issue raised yesterday was that Musk disclosed his 9.2% stake on Schedule 13G, rather than 13D. "By signing below I certify that, to the best of my knowledge and belie