epsteingpt

9 ms·

181.
by epsteingpt 10mo ago
"If you're going to vibe code, why not do it in assembly?" Many people I've seen have taken existing software and 'ported' it to more performant languages like C, Rust, etc. LLMs are extremely efficient and goo
182.
by epsteingpt 10mo ago
agree 100%
183.
by epsteingpt 10mo ago
Yes, the stuff I added is anecdotal, but pretty well established from my discussions and observations of high level operators and related service providers (Bain, McKinsey, etc.) LMK if you've ever seen a slide deck in their post-acqui
184.
by epsteingpt 10mo ago
at the risk of getting rate limited for the 2nd time today (still new) ... "no"
185.
by epsteingpt 10mo ago
no. but appreciate someone with your karma jumping in. name is just topical. although it says something about 2025 that we can't tell!
186.
by epsteingpt 10mo ago
It's possible, just unlikely. The reality is a small business owner does not have the time or wherewithal to negotiate large contracts across hundreds or thousands of brands. They may nail SKU's and quantities better than a Wal-Ma
187.
by epsteingpt 10mo ago
What are you arguing then? That a growing asset class that increases prices, destroys communities because of lack of ties, and shifts wealth from builders to owners that doesn't outperform public markets in aggregate is a good thing?
188.
by epsteingpt 10mo ago
Yes, a cursory google search will show dozens of convictions at all sorts of sensitive technical labs, but I'll post them for HN: [1] Ji Wang convicted recently of stealing DARPA laser tech https://www.justice.gov/opa&#
189.
by epsteingpt 10mo ago
While most comments will be negative toward Dollar General, in many areas Dollar General or Family Dollar or Dollar Tree are the only places you can get access and distribution to a wide range of products and brands in areas which are oth
190.
by epsteingpt 10mo ago
The question anyone reading this analysis should ask is: if private equity is so benign, where do the returns come from? The unlock, which these papers don't understand, is the extractive nature of P/E that is hidden. A few clues: