jpdoctor

68 ms·

661.
by jpdoctor 14y ago
> Do we really know where Sequoia's money comes from? Does it matter? Yes. One type of LP are execs in companies that do acquisitions. When the acquisition is done, the LPs do not disclose their involvement or profit. This will cont
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by jpdoctor 14y ago
The FBI needs to learn: Implementing surveillance techniques like these is the best business subsidy that foreign web sites could ever dream of. What a great way to drive email servers out of their reach. Someone needs to make the FBI mor
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by jpdoctor 14y ago
> Why oh Why is the headline about the stock price? That should tell you everything you need to know about the buyers. It's gonna be a sheep shearing.
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by jpdoctor 14y ago
> The claim appears to be that they are intercepting queries to 3rd-party DNS servers, yes. [my head explodes] This is just begging to be hacked: bankofamerica can be mispelled a number of ways, and I doubt BoA has covered them all.
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by jpdoctor 15y ago
The message is clear: If you put apple in your critical path, prepare for crap like this.
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by jpdoctor 15y ago
> buying what one would typically think of as a self help book. Screw that. Carnegie's book is just like any other hacking book, except the OS is humans, the API is social interactions. It's not a manual, and is more in the vein of
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by jpdoctor 15y ago
> At room temperature Important words missing from the article. BTW, bulk or sheet? It's been a while, I only looked at sheet in the past.
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by jpdoctor 15y ago
> From this viewpoint an iPad app makes sense Why is the browser insufficient?
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by jpdoctor 15y ago
> but not by investors. At least, those investors interested in the appearance of a viable company, as opposed to those who are interested in a bona fide profitable company.
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by jpdoctor 15y ago
> this non-article My favorite: "Graphene is the most conductive material in the known universe," Apparently, they're ignoring superconductors. So when you ignore the materials more conductive than graphene, it becomes the most condu
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by jpdoctor 15y ago
> and under non-GAAP it has earnings. Yes, when it ignores arbitrary expenses, which are considered legitimate by GAAP, it turns a profit. Coincidently, when I ignore expenses incurred by my wife, my income also goes up considerably.
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by jpdoctor 15y ago
> GAAP is nonsense. cash flow is what matters. Apparently, GAAP cash flow is news to you. Also, the fact that you're not interested in profitability says everything that I need to know about you and your firm.
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by jpdoctor 15y ago
> You can look at GAAP vs. non-GAAP non-GAAP is pure crap made up by the company, without any checks or balances. Such crap went crazy in the first tech bubble. The fact that people are plugging non-GAAP tells you everything you need
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by jpdoctor 15y ago
> zynga has earnings. http://finance.yahoo.com/news/zynga-disappoints-again-141528... "Net loss was $85.0 million in the quarter compared with net income of $65.1 million a year ago." I assume you realize the point of having General
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by jpdoctor 15y ago
> Not only is the figure of 95% or 99% wrong with respect to "entrepreneurs" I believe he's quoting numbers from Shikhar Ghosh at HBS. Here's one article that google brought up with a little more detail about how "failure" is defined
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by jpdoctor 15y ago
> Is this common during the bubble Yes. We saw it a bunch during Bubble v1. I thought it was nuts then: Weren't the people/VCs supplying the money paying attention? After a while, you realize that easy money covers up a lot of sins
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by jpdoctor 15y ago
> A lot of people think that they want to be an entrepreneur because it’s a good way to make money. It just isn’t, that’s just wrong. Depending on how you count, 95% to 99% of companies fail. Bubbles like the one we have now are not c
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by jpdoctor 15y ago
> Apps will not have any API access to files unless the app has been installed in Chrome Web Store I wish google would try being different than apple rather than the same.
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by jpdoctor 15y ago
> You fail to address that most people time-shift television and skip commercials with their DVR. The people who spent $68B on TV advertising last year will be sad to hear that.
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by jpdoctor 15y ago
Lazy marketing, linking to HN.
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by jpdoctor 15y ago
> It's definitely better to be an investor right now than someone trying to hire. In the previous tech bubble, hiring managers did not compete: the usual way of competing in tight markets is to raise the bid. I assume that withdrawal
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by jpdoctor 15y ago
> and you end up doing just enough to get by. The old saw (from the days when you worked for the same company for decades and retired with a pension): Companies pay employees just enough not to quit; Employees work just hard enough n
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by jpdoctor 15y ago
> It's a marvel of form design that any intelligent person with a pocket calculator can fill them out by following simple directions. I'm gonna bet that you don't file 1120S.
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by jpdoctor 15y ago
I love when financial types talk about a "20% chance" of X happening (like earnings miss, default, etc) If you are familiar with the postulates of probability, you realize that they are talking out of their butts, and are trying to sound o
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by jpdoctor 15y ago
Security is one concern, but business risk is a much bigger concern.
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by jpdoctor 15y ago
> What will it look like It depends on how much leverage gets into the system before the burst. Witness the difference between the tech and housing bubble bursts: People were buying tech stocks with the 1:1 margin requirements (beca
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by jpdoctor 15y ago
Like the last bubble, it will likely end when the Fed raises interest rates. Until then, party on.
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by jpdoctor 15y ago
You're missing the point: You wrote that "The government does not tax GDP." It does. Also, anything that the gov't spends then counts as income for the other party = more income for the gov't. It is why debt-to-GDP is a very important rati
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by jpdoctor 15y ago
> Won't there at some point be a fiduciary duty to involve the shareholders of an acquisition of this magnitude? There was. That is what several members of the board represent: They are chosen by the shareholders.
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by jpdoctor 15y ago
> Unmarried: Man earns $200k/year, pays his maid $25k/year. GDP = $225k. Married: Man earns $200k/year, pays his wife $0. GDP = $200k. At a 10% income tax rate: First case is $22.5K/yr, second case is $20K/yr. So yes: GDP is the sam

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