jbs789

6 ms·

61.
by jbs789 2mo ago
Haha I had the same thought.
62.
by jbs789 2mo ago
These guys are pushing boundaries knowingly. A good company also doesn’t want you to take IP bc it creates the liability.
63.
by jbs789 2mo ago
Nice work! Great to see you’re having fun with the projects. As we get older we focus on being productive. Never lose the creativity!
64.
by jbs789 2mo ago
The hard part is behavioural/emotional/psychological rather than technical. Usually discussions about money are never actually about money, but rather safety, fear, etc. That’s where a real advisor earns their keep. Understanding
65.
by jbs789 2mo ago
As someone reading this fresh, they are almost apologetic for a release with open issues. But presumably the release closes off many more than it creates. I could see any other author/org approaching the messaging very differently!
66.
by jbs789 3mo ago
Among most people that nuance will be lost. What they’ll hear is models are dangerous, so they should be controlled/regulated, by those who know best, the incumbents.
67.
by jbs789 3mo ago
Compromise is not the same as a trade-off. The assertion that they are the same throws this whole thing into question for me.
68.
by jbs789 3mo ago
The borrower is buying time. I’m glad I can buy something that I value now, rather than wait. That is useful to me, and I’m happy to pay for it
69.
by jbs789 3mo ago
If I’m having a convo with someone and they drop in “honestly” I immediately discount everything else they’ve said, and what follows. Sometimes people use it reflexively and doesn’t carry the same meaning (for me).
70.
by jbs789 3mo ago
Same experience here. I’m able to grow the business faster for sure.
71.
by jbs789 3mo ago
Really, that’s the term they use? Man, I’d feel like a child if my boss gave me an “allowance”. Wasn’t aware. Thank you.
72.
by jbs789 3mo ago
Variance in time horizons explains a lot of corporate behaviour. And it’s rational. We all have limited careers. I think that all makes a bit more sense as we get older. Optimising for short time horizons is not what I strive for, but expla
73.
by jbs789 3mo ago
“Allowance” has tipped me off / provided a hint perhaps? If I was younger and had less budget but (presumably) more time, I’d love to be learning about the harnesses and squeezing more out of the open models. It’s probably generally tr
74.
by jbs789 3mo ago
Especially in the medical field where the placebo effect / mindset shapes outcomes.
75.
by jbs789 4mo ago
Umm… a simpler explanation is that supply takes a lot longer to ramp up than demand. See analogues in oil booms (then busts).
76.
by jbs789 4mo ago
Agree not “necessarily”
77.
by jbs789 4mo ago
If the company is going down in flames I’d say that’s a loss in productivity.
78.
by jbs789 4mo ago
The world we live in… 10x revenue is a “steal”. Lots of embedded assumptions about growth and margins to convert that revenue multiple to discounted cash flows.
79.
by jbs789 4mo ago
Repeat of the cycle where companies moved to the cloud, now locked in. Move engineering to Claude, then locked in. What’s played out at the infra level will now play out at the software engineer level… is that analogous…?
80.
by jbs789 4mo ago
Dictation tool which works better than the built-in Apple functionality, for my use cases. Bc my version uses simple copy/paste rather than deeper OS integration, it works more reliably in the Claude Code terminal (has to do with activ
81.
by jbs789 4mo ago
They do track the index. The leeway to deviate is not intended to make bets on individual equities, but to - for example - match index returns with fewer execution costs. For example an index fund that tracks a global equity index may not f
82.
by jbs789 4mo ago
That’s interesting. Being in the market now does shine a light on the difference in the businesses and says “we are here too!”…
83.
by jbs789 4mo ago
I think you’re spot on. If you think they know what they are doing, then why are they selling shares now instead of issuing debt? They must either be maxed out on debt issuance or believe the cost of equity (future equity returns) are low.
84.
by jbs789 4mo ago
I think this perspective benefits from experience, the ability to step outside one’s self, see that the world is complicated, then focus on the thing you enjoy. As much as I agree with you now, I also accept that younger me wouldn’t have! V
85.
by jbs789 5mo ago
For a given transaction after the fact that’s true. But consider 5 people wanting to buy Richards 1 car. I think that’s actually what they meant… although I agree w you.
86.
by jbs789 5mo ago
The confidence and trust accumulated by the users is paramount. I think that’s what we are talking about here.
87.
by jbs789 5mo ago
I see. Thanks
88.
by jbs789 5mo ago
The post you’re referring to doesn’t even include “89%” or “idle”. I’m not sure I understand the point you’re making then rebutting.
89.
by jbs789 5mo ago
So in summary… it’s fun when you do it but “weird” when others do the same. This is life. We discover things for ourselves, on our own time.
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by jbs789 5mo ago
Are you American? What does that mean to you?

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