donavanm

6 ms·

31.
by donavanm 5mo ago
> I would think for compliance reasons hospitals would not want to alter the records and only go by transcripts, but what do I know... Transcription is both too good, and not good enough. The magic generative content only makes it worse.
32.
by donavanm 5mo ago
Nice! Awesome coincidence, happy to hear from you. I feel like that team was somehow both the tail end of the system admin hacker era and on the forefront of what would become “devops” and system management infra. And now, cloud… cloud, as
33.
by donavanm 5mo ago
AWS took limited data retention very seriously starting around 2015. Before that it was reasonable controls and a strong culture preserving customer privacy. After 2015ish they started implementing strong controls, to where service team m
34.
by donavanm 5mo ago
Hah. I actually had opendirectory, OSX clients, and CentOS/RedHat clients running krb5 NFS off of netapp filers circa … 2008? Lots and lots of NFS in the (mansfield) hardware org at that time. I think krb on osx started getting hard ar
35.
by donavanm 6mo ago
You're conflating operational efficacy and strategic incompetence. Operationally, and tactically AFAIK, the US has been dominant. Strategically it appears to be a massive failure, mainly because there was no actual achievable strategic
36.
by donavanm 6mo ago
Your causality is backwards. The relatively loose monetary policy is because inflation (and economic activity) is too slow.
37.
by donavanm 6mo ago
FYI "convertible" instruments aren't new, I suspect its just unusual phrasing that's tripping up your search. "Convertible bonds" or "convertible securities" are more common terms IME. Either way it&
38.
by donavanm 7mo ago
Weird, why wouldnt this fantastic startup want to report on their performance in a standardized and accountable manner for six months after collecting public money to pay out insiders and “sponsors”? Surely they wouldnt mind bragging about
39.
by donavanm 7mo ago
Dude. SPACs are structurally a _terrible_ idea for any non-privileged investor. The sponsors 20-25% comp, the early warrants, etc. All of those costs are taken out of the bag-holder, sorry “investors”, expected value. The entire thing is se
40.
by donavanm 7mo ago
I worked at a previous listed company where a single $6MM order of hardware being pushed out a week made quarterly p&l positive. Im absolutely sure the same situation occurred every other quarter as well in some part of the business I d
41.
by donavanm 7mo ago
For the gp: the other side of the risk/reward coin is that private credit has limited upside. They're going to get the margin between the private 6/7/8/9/10% loan and their funding source + admin. Whereas PE ca
42.
by donavanm 7mo ago
Yes. Nat gas -> ammonia -> urea. Theres some efficiencies that vary by site but its a hundred year old process of a true commodity. The price per therm _is_ the input. Was listening to a fertilizer analyst the other day. She thought c
43.
by donavanm 7mo ago
> if you're in the UK, Middle East, Australia (food is about to become more expensive & tricky) Australias not in a terrible position. We produce ~50% of our NPK fertilizers used, and this is down primarily because were importin
44.
by donavanm 7mo ago
IME you end up with both; something like discrete client, LB, and controller. You can’t rely on any one component to “turn itself off.“ ex a client or LB can easily get into a “wedged” state where it’s unable to take itself out of considera
45.
by donavanm 8mo ago
Thank you for actually testing and measuring an implementation & hypothesis. I appreciate the leads for evaluating my own similarity problems and efficacy.
46.
by donavanm 8mo ago
> no one could explain how they got those numbers. Not quite. The big board percentages were effectively us (imports - exports) / imports * 0.5 ~ fuzzy adjustment based on feels. Your point remains theyre amateurish and bely a lack
47.
by donavanm 8mo ago
… and keep the interest from those and their “high value commercial paper.” Now, why this is better than a money market fund, and regulated similarly… no idea.
48.
by donavanm 8mo ago
I suspect the issue is they still need cash for 1. dividends 2. Further dilution, er acquisition. They have some put away for the near term dividends. But you can see the negative feedback loop if they cant make those payments/acquisit
49.
by donavanm 9mo ago
Did you just answer your own question? Sure, the share price is a psychological element and, in conjunction with pre-fractional-ownership, it helps explain the prevalence of splits above $100/share. But no, the individual unit price do
50.
by donavanm 9mo ago
I personally remember the string of “us re makes no damn sense” articles in the financial press end of ‘06 and early ‘07. Iirc credit ratings and mortgage exposure specifically was being widely panned by 07. And still it took another year f
51.
by donavanm 9mo ago
Yes. Simplistically, its all about incentives, “you've got to dance while the music is playing.” If a professional money manager doesnt follow the mania theyre going to significantly underperform their competitors/benchmarks. If t
52.
by donavanm 9mo ago
Also in australia, the BCC/NCA is an absolute joke compared to basically every other industrialized country. There’s a reason for the annual “Austrlian houses dont meet WHO minimum standards” articles. As an example single pane windows
53.
by donavanm 9mo ago
If youre a current AMZN employee you may want to delete or heavily edit this post. Go check your employers “social media policy.” Historically commenting on operational or internal aspects without PR approval was prohibited.
54.
by donavanm 9mo ago
> The first NVMe-backed instance family, i3, appeared in 2016. As of 2025, AWS offers 36 NVMe instance families. Yet the i3 still delivers the best I/O performance per dollar by nearly 2x. Article should probably explicitly call out
55.
by donavanm 9mo ago
I'd +1 incentives, primarily P&L/revenue/customer acquisition/retention, with a small carve out for "culture." I've worked places, and for people, where the culture was to "do the right thing&quot
56.
by donavanm 9mo ago
cost and compliance are non-trivial for non-trivial applications. Universal instrumentation and recording creates a meaningful fixed cost for every transaction, and you must record ~every transaction; you can't sample & retain post
57.
by donavanm 10mo ago
Enterprise never ever mattered, and there arent enough digits available to show your “home lab” use case in the revenue numbers. Xserve, the RAID shelves, and the directory services were kinda there as a half hearted attempt for that late 9
58.
by donavanm 10mo ago
you probably don't go all in, but try to find real assets that are not _too_ strongly correlated and are likely to have durable long term value. The most compelling answers I've heard are things like desirable real estate, commodi
59.
by donavanm 10mo ago
Generation and structure are important, but IME IDs arent complete without consideration of representation; encoding and opacity. * User facing IDs must be opaque. If users can infer any structure or ordering from your ID they _will_ use an
60.
by donavanm 11mo ago
I read the report when it come out. From memory, no. It never had any components or certification for human pressure vessels. IIRC theres no existing regs for carbon fiber and it would have cost like $50M to do the design and test work. The

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