harmmonica

5 ms·

31.
by harmmonica 5mo ago
Not sure if this is too high level, but do you have a "dashboard" of sorts for very high level US immigration stats for tech you could share? Perhaps you have access to a series of charts that show overall visa applications, then
32.
by harmmonica 7mo ago
Since you wrote "honest question" I feel like I should answer... I expected what's happening and I expect even worse in the future. And goes to show you (I!) can still be shocked even when you're expecting some pretty ro
33.
by harmmonica 7mo ago
Yeah, see the reply I left with your sibling. I am in full agreement with you and wrote my comment way too quickly because I was trying to rebut the argument that windmills are in any way responsible for some crazy number of bird deaths.
34.
by harmmonica 7mo ago
Yeah, I'm your parent and I think I wrote that reply without reading it over because I was attempting to point out, with numbers, how absurd it is that anyone would say "windmills are bad because of how many birds they kill"
35.
by harmmonica 7mo ago
Never thought about it, but that's a great point and comparison. From quick Google search: 365 million and 988 million birds die every year from window collisions (that's US alone). Windmills/turbines: 140,000 and 679,000. Th
36.
by harmmonica 7mo ago
I know this US government is fully-committed to fossil fuels and about as rabidly anti-renewables as can be, but I'm still shocked to see things like this. And I'm fully aware of Trump's Scotland experience and how that contr
37.
by harmmonica 7mo ago
I agree with this and tend to think due diligence needs to not only account for the regular course of business, but also for the exceptional circumstance. You'll never be able to accuse someone of not thinking of the exceptional UPSIDE
38.
by harmmonica 7mo ago
Late to reply here, but, yes, agree generally, though I don't think what these private credit companies are being accused of falls into that category (i.e., I think they're being accused of playing fast and loose with their due di
39.
by harmmonica 7mo ago
I don't think you're wrong if the following holds true: Before the housing bubble burst, banks lent funds to countless borrowers who couldn't, ultimately, afford their mortgage payments (because the banks didn't do their
40.
by harmmonica 7mo ago
I canceled my subscription, but have not yet exported and deleted because I'm an idiot, and also because I'm not sure if deleting it will have any actual impact (is it a hard delete? Likely not, even if they say it is). And I&#x27
41.
by harmmonica 7mo ago
Can't repeat this enough and I'd like to make sure to connect the dots. The Big Beautiful Bill that was signed into law cut taxes. To keep the US Federal Government from going (even more) into debt, Trump introduced aggressive tar
42.
by harmmonica 7mo ago
A lot of words and somehow still missing the point. This is a pretty straightforward question: should the US government be able to force a company to do business with it based the government's unilateral terms? I think the answer to th
43.
by harmmonica 8mo ago
What form would those funds take? I would agree that the government could pull one lever that would cause Tesla's sales to spike and that would be reintroducing the ev credit. To really juice them they'd have to reintroduce and in
44.
by harmmonica 8mo ago
It's right in the post, but just to save folks a click it's a 77% drawdown in the position so it's a substantial move. I see they also trimmed Apple, but, for comparison's sake, looks like that was only a decrease of 4.3
45.
by harmmonica 8mo ago
Always comes up but think it's worth repeating: if he's not there the stock will take a massive haircut and no Tesla investor wants that regardless of whether it would improve Tesla's car sales or its self-driving. Elon is th
46.
by harmmonica 8mo ago
Is this the same time or the same miles driven? I think the former, and of course I get that's what you wrote, but I'm trying to understand what to take away from your comment.
47.
by harmmonica 9mo ago
Of course it's taken into account. Feel like you didn't read what I wrote. Question back to you: who decides when the government gets involved in getting your property back? You cool with it if they don't do anything to get
48.
by harmmonica 9mo ago
Your comment triggers so many thoughts, but the first one is I'm so friggin' naive, which is embarrassing. In my fantasy world corporations make investment decisions based on risk. They invest in a country like Venezuela and part
49.
by harmmonica 10mo ago
Not asking you to dox yourself, and I’m not questioning your take that renting is better than buying, but are you sure the data you pulled didn’t have a filter where you ended up with apples to oranges on the listing vs sale prices? Just tr
50.
by harmmonica 10mo ago
Yeah, I feel like the yimby's are going to take another run at repealing it for investment properties (5+ units of multifamily and all of commercially-zoned property) and it stands a much greater chance of passing the next time because
51.
by harmmonica 10mo ago
I’d support a land value tax myself so don’t take this following comment as criticism, but you don’t even need a land value tax in the case of LA. You do need to repeal Prop 13 for investment properties. I wager most of those years-vacant p
52.
by harmmonica 10mo ago
Had to read this a couple of times to try and figure out why, as of this moment, you’ve been downvoted because this seems like one of the more insightful comments on here. Maybe it’s too inside baseball about the post-deal opportunity? Anyw
53.
by harmmonica 10mo ago
Couple of unrelated thoughts on this very long thread... 1. I'm sure multiple people have pointed it out, but for all the talk of a bubble, the AOL Time Warner merger was likely the biggest canary in the coal mine for what was to come.
54.
by harmmonica 10mo ago
An aside on tariffs, it’s a tax (either literally depending on the upcoming SCOTUS ruling, or if not in name then in whatever language SCOTUS decides to call an additional fee consumers pay when buying goods. But a tax either way). Relevant
55.
by harmmonica 10mo ago
So they're now putting in aggressive caps and the other two paths they have to address the gap is to drive the/their cost of those tokens way down and/or the user pays many multiples of their current subscription. That's
56.
by harmmonica 10mo ago
Do you mind giving a bit more details in layman's terms about this assuming the $60k per subscriber isn't hyperbole? Is that the total cost of the latest training run amortized per existing subscriber plus the inference cost to se
57.
by harmmonica 10mo ago
Yes, good call, you're right. Does that completely undercut my sentiment? That said, I'm all for Dell and every other billionaire jumping on board as well because you'd end up with a pretty nice entitle--err--nest egg for the
58.
by harmmonica 10mo ago
I think you hit the nail on the head with your "good enough" phrasing. It might actually not be good enough. It begs all sorts of questions about the state of things in the US that an extremely wealthy individual has the means to
59.
by harmmonica 10mo ago
No, it should not all be socialized and centralized. Think things are running smoothly in the US at the moment? I wish it were the case that Michael Dell would have to consider whether the deployment of that kind of capital is a layup for h
60.
by harmmonica 10mo ago
If only there was some sensible way for 25M children to be given a financial head start that wasn't Michael Dell directly funding it. See his total net worth and the YTD increase: https://www.bloomberg.com/billionaire

More ›