gen220

19 ms·

271.
by gen220 3y ago
IME, the "problem" (to the extent there is one) is almost always that the naïvely-chosen KPI metric wasn't specific enough. Here's a recent example from a friend. You're a SaaS company, and your home page's loa
272.
by gen220 3y ago
Bruno/Postman is basically curl + a filesystem + git + jq + make. If you're really comfortable with all those tools, you won't understand Postman because you'll say "why don't people just chain all these tools
273.
by gen220 3y ago
> A lot of money depends on things staying as they are. Not just for the farmers, but also for the agrochemical industry, which has a lot of cash flow and invested capital to lose from the success of regenerative farming techniques. Perm
274.
by gen220 3y ago
I think the more proper word in that context is bellicose (adjective). Bellicist is a noun. Same root as the more common words belligerent and antebellum. You may have also heard of “casus belli” (rationale for declaring war).
275.
by gen220 3y ago
I'd recommend looking at P/S, Gross Margin and Operating Margins. They're more robust measurement tools than P/E and Net Margin, because – unlike Net Income (Earnings) – Revenue, Cost of Revenue and Operating Expenses ar
276.
by gen220 3y ago
Counterpoint, those tests are really useful when you're working on a shared sub-component/library and want to understand the scope of a change, or want to be confident that what should be a no-op change from the caller's po
277.
by gen220 3y ago
In reality, the projected value of many such projects were either never accurately measured, or allowed to differ from the "measured" value for a very long time. The projections would go something like $0 two years ago, $5k last y
278.
by gen220 3y ago
The person you were replying to is explaining why firing people "raises the stock price". And yes, it really is that complicated. Firing people whose salaries have a dramatically positive ROIC for the company does not raise the
279.
by gen220 3y ago
Basically, it's not about piles of cash. It's about the rate at which those piles are changing, and how you can allocate capital to min-max those rates of change. In an environment where the "risk-free rate of return" is
280.
by gen220 3y ago
FWIW, you can compete in arenas where extremely well resourced finance firms literally don't allocate people. The return on an obligated <5% ownership stake in a <$10Bn company isn't worth the attention of said firms, but is
281.
by gen220 3y ago
I don’t think anybody should go “fully FaaS”, it’s like saying screwdrivers are useless, all you need is a hammer. That being said, Cloudflare is on the path to offering a great GPU FaaS system for inference. I believe it’s still in beta, b
282.
by gen220 3y ago
I’m a big fan of Datadog from multiple angles. Their pricing setup is evil. Breaking out by SKUs and having 10+ SKUs is fine, trialing services with “spot” prices before committing to reserved capacity is also fine. But (for some SKUs, at l
283.
by gen220 3y ago
I think the Lamport Clock (and the segue into Vector Clocks, Maekawa's Algorithm, RAFT, Spanner) is one of the top 5 most-mind-expanding parts of the traditional CS education. Such a cool concept, not terribly complicated at the micro-
284.
by gen220 3y ago
To be clear, I totally agree with you. I think the success of theme parks and merchandise has been covering up mediocre IP from Disney for a while, and that fact is dangerous to their future prospects. However, trying to balance this critiq
285.
by gen220 3y ago
Box Office is not the yardstick disney uses, that's just the first phase of the disney wheel. They make oodles of money in merchandise and theme park content that's based on the same (expensive) IP as the movie. When they don&#x27
286.
by gen220 3y ago
This is The Way™! I've heard this alternatively described as "slope" (for drive, which incorporates the curiosity, lack of ego, excitability) and "intercept" for "aptitude". Implication is that if you&#x27
287.
by gen220 3y ago
Have you had to deal with read-heavy/OLAP queries? Of the kind that can't be cached effectively (i.e. arbitrary filters).
288.
by gen220 3y ago
You might be curious to look up how Alembic and Django accomplish migrations. Even if Python's not your jam, the concepts/semantics are language/framework agnostic. Basically, you store each migration in a file, and you &quot
289.
by gen220 3y ago
The truth is that it really depends on your application work load. Is it read-heavy, or write-heavy? Are the reads more lookup-heavy (i.e. give me this one user's content), or OLAP heavy (i.e. `group by`'s aggregating millions of
290.
by gen220 3y ago
As other sibling comments noted, Citus does this pretty well. Recommend reading through their docs and use-cases. There's some migration/setup costs, but once you have a good configuration, it mostly just-works. Main downside is t
291.
by gen220 3y ago
If you're familiar with markdown and your book is basically text with some images, I'd strongly recommend Pandoc Markdown. Pandoc Markdown-as-input is probably the best-supported input format for Pandoc, as far as "reasonable
292.
by gen220 3y ago
They're commoditizing the ability to generate viral content, which is the carrot that keeps peoples' eyeballs on the hedonic treadmill. More eyeball-time = more ad placements = more money. On the advertiser side, they're comm
293.
by gen220 3y ago
To extend your analogy, though, investing is a very different competitive game from Chess, because the rewards of "winning" your regional/hyperlocal competition (i.e. small caps) are financially equivalent to "winning&qu
294.
by gen220 3y ago
You should understand the cost basis, and the dividends these positions have paid out over time. It's not like Buffet paid $24B for Coca-Cola or $28B for AmEx yesterday. From the 2022 letter, heading "Secret Sauce": > In A
295.
by gen220 3y ago
There are some pretty smart investor type people on HN, but my impression (could be wrong) is that the overton window of serious HN investing discussion (i.e. omitting crypto) is skewed towards passive strategies. There's not a big inc
296.
by gen220 3y ago
FWIW, Porsche has trended more into the premium market lately than the luxury market, in a bid to pursue more growth at the expense of profit margin. Gross and operating margins are pretty high in the luxury car industry, on par with iPhone
297.
by gen220 3y ago
As another commenter pointed out [1], I'm not sure if 100% of the expenses of this project are sunk cost, because it's yielded tangential but real value in other product lines. I totally agree, it'd be really interesting to l
298.
by gen220 3y ago
I started building something like this for myself (as a CLI tool, so way less ambitious). It’s a pretty fun project with a tight feedback loop. Parsing GPS data is surprisingly simple. It surprised me to learn that different apps will “smoo
299.
by gen220 3y ago
VCs have taken a few positions in FOSS recently [1][2]. I also don't understand the financial reasoning of investing in the companies, for what they are. My guess is that it's an option on having influence on relatively influentia
300.
by gen220 3y ago
That eugenics was widely popular among academics, especially in certain disciplines like Psychology (the founding members of the APA were all eugenicists). As an example I'm familiar with, the first generations of academics at Stanford

More ›