eldavido

76 ms·

661.
by eldavido 10y ago
This is my read exactly. Investors need to understand that internet application service providers aren't software companies, and that it isn't reasonable to expect software-company margins (selling CDs for hundreds of dollars) fro
662.
by eldavido 10y ago
Anyone local in SF who wants to meet and go through the fundamentals on this? I've gotten through about 40 pages of the S-1 (of about 160) and want to compare notes. In no particular order, a few thoughts: - I'm not sure how defen
663.
by eldavido 10y ago
I also believe democracy is "working as expected". It's hard to see locally, but we're a country that's deeply divided on some core issues. Half the country wants gay marriage, the other half doesn't. A single-
664.
by eldavido 10y ago
Any thoughts on the automatic B->A conversion after a few years?
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by eldavido 10y ago
In the past five years, I've written C#, Ruby, and Javascript in a style I'd describe as "OO, but with a heavy functional accent"; it might even be fair to call it "object-functional". A few little things I&#x2
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by eldavido 10y ago
...and it's happening. Quick googling can't track down a source, but I heard somewhere reliable that housing starts are at a 9-year high in California. Higher prices = more incentive to build. It's that simple.
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by eldavido 10y ago
Sorry, but you're wrong. Listen to/read this: http://www.econtalk.org/archives/2015/09/tina_rosenberg.html Summary: most of the world doesn't allow selling internal organs, but Iran does, and i
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by eldavido 10y ago
Read Piketty's Capital; there's a great discussion about how wealth has been held across several capitalist countries for the past 200-300 years. What's striking is that the value of agricultural land in the US around 1700-18
669.
by eldavido 10y ago
This is really great discussion, thanks for that. I'm not at all a Marxist (pretty pro-capitalism in general) but this does strike me as a case of over-financialization. Wasn't there some Marxist/socialist line of thinking th
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by eldavido 10y ago
Stepping back even further, a lot happens over 30 years. Wars, social change, major political movements, tectonic shifts in technology, etc. Perfect example: Buffett has always touted value as a great investment strategy, but he completel
671.
by eldavido 10y ago
So, if I may summarize, you're saying that there's a lot of demand for safe-haven assets by investors whose priority is capital preservation? I don't see the math on this working out. Have you been in a house that hasn't
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by eldavido 10y ago
A better definition might be, how much revenue (measured % of sales) does this firm reinvest back into R&D? Let's try a few examples: P&G: Not a tech company. They spend tons of money on advertising to get products on shelves a
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by eldavido 10y ago
What's needed is a property management firm that caters to these people. There's no reason for houses to sit empty. They're much more economically productive (a nice way to say "profitable") with tenants in them.
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by eldavido 11y ago
I have a Nexus 5 and I emphatically agree. Call quality, screen resolution, responsiveness of the UI, material design, size, lack of crapware...Google really got it right. I've had this phone for 2 years and I have zero interest in upg
675.
by eldavido 11y ago
What goes unchallenged is the article's assumption that people with more friends are happier (I think?) I have a much better social life now than I did when I was younger. Younger was lots of sort-of-friends, who I didn't really
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by eldavido 11y ago
I've deliberately left some details of this off to protect the name of the firm and individuals involved. There's a particular office, part of the SF city government, that's responsible for interpreting a fast-moving, complex
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by eldavido 11y ago
The exact dimensions are based on my memory of a conversation. I actually tried to look up the real thing, but like, you I failed. Even so, just wanted to go on record as saying I'm not sure the exact dimensions I quoted were correct.
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by eldavido 11y ago
I agree and actually think code-wranglers and lawyers have more in common than people realize. I almost became a lawyer but decided to write code instead.
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by eldavido 11y ago
It's also ugly. Keep in mind that architecture is as much about how it looks, as how functional it is.
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by eldavido 11y ago
You know, I used to be a hardcore libertarian, but I've reconsidered a bit. The density of cities like Manhattan/SF mean you have to have some level of regulation above and beyond what makes sense when everyone has an acre of hi
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by eldavido 11y ago
Do you listen to EconTalk? Michael Munger (famous econ prof) has what he calls the "Munger test", which is, does this proposal/statement about business/government/academia/etc. presuppose ideal human beings to
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by eldavido 11y ago
I think this is what they're planning to do. But it's for a multi-unit building with dozens of places, so this adds a lot of cost because now, rather than using off-the-shelf components ("casework" to use the industry te
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by eldavido 11y ago
Another thing: this is why we (tech) need to engage with politics. If there's one thing we really understand, it's complexity : why it sucks, how to avoid it, and how piling on rule after rule can make the legal code "unmain
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by eldavido 11y ago
Local government doesn't give a damn; they're perfectly content to refuse permit issuance if you don't comply with their regulations. In theory you're correct, but, courts aren't known for their speed. EDIT: IANAL b
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by eldavido 11y ago
Partner is an architect in SF (works on 2nd St.) She's currently dealing with two overlapping regulations, one from the state, the other from the city: (1) All electrical outlets must be placed less than 18 inches from the edge of a co
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by eldavido 11y ago
The stock market exists at the intersection of a few academic subjects. One is economics. This is a social science, like psychology, and deals with human beings, and why they act the way they do: why prices go up and down, the effect of reg
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by eldavido 11y ago
> not ready for prime time I'm not sure what counts as "prime time" if 75 million phones sold in one quarter doesn't? http://www.wired.com/2016/01/apple-sold-a-record-number-of-i...
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by eldavido 11y ago
Apple earned only 6-7billion last quarter selling Macs, in a quarter with 50-60 billion in overall sales. [1] I think there's a real possibility Apple will stop selling computers. They already don't care about the "high-end c
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by eldavido 11y ago
Honest question: do you see modern tech workers as "labor" in the classic sense? I don't but you seem to, I wonder why? My rudimentary understanding of labor law suggests it's not really clear what we are right now.
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by eldavido 11y ago
This is why it's important to have limits. As a society, we have laws that make it illegal to cross certain boundaries. As an individual, I'm free to set my own limits on what I'll do. For one, I don't work at facebook o

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