loganfrederick

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31.
by loganfrederick 5y ago
I agree with this and it's why the Uber/Lyft vs The World debate is a tricky one. They really did change how millions of people travel/commute. But then the problem is: Deregulated taxi industry with smartphones, GPS, and an
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by loganfrederick 5y ago
For me the right middle ground was the collaborative coffee break. Different team members or even departments spend ten minutes walking or lounging in the kitchen, and that's where comradery and spontaneous ideas and collaboration can
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by loganfrederick 5y ago
As someone who was recruited to a financial firm a year ago to execute a modernization effort, I think the difference is due to (simplified) two types of firms: Big ones with huge moats often protected by regulators and profitability, and o
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by loganfrederick 5y ago
Yeah, I will support this. I've been at multiple startups where the founding CEO was not at all the right person to manage an organization of more than 5 people and the right decision for the business was to remove them. In one case, t
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by loganfrederick 5y ago
I experienced this first-hand. Parents went through bankruptcy after my father committed credit card fraud. Both parents actually talked about money less during the period right before and after the bankruptcy. I think the idea was that the
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by loganfrederick 5y ago
The parent was getting downvoted, and as someone who drinks, I don't necessarily find anything offensive about the parent comment (unless it broke a specific HN guideline). It reminded me of my go-to when I don't want to drink alc
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by loganfrederick 5y ago
My optimistic view is that I think it's more that they are providing a data point rather than a conclusion. If every founder writes their experience, then maybe readers will have a large enough sample to find some signal from the noise
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by loganfrederick 6y ago
That is where there is a disconnect between the Tesla marketing language and technical language. They publicly advertise and collect cash for pre-sales of "Full Self Driving". Most Hacker News technologists (a generalization for s
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by loganfrederick 6y ago
I've seen "The analysts were also not understanding its potential" a few times and this is mostly incorrect. I know there were large value funds who had looked at GameStop and there was another primary reason the stock price
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by loganfrederick 6y ago
If the stock continues going up this week, it's that the "magical meme" energy is actually the momentum traders and various celebrities who want to keep the story going by putting more money into it. Of course, they are then
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by loganfrederick 6y ago
They probably don't want to share details for the sake of the family's privacy. I assume it's the typical online harassment stuff: threats to the family's physical safety because of Left's opinions.
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by loganfrederick 6y ago
https://www.forbes.com/sites/antoinegara/2020/11/19/the-loom...
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by loganfrederick 6y ago
Part of the reason for Tesla's quality issues getting extra attention is because their brand positioning is very much about how they are superior than the competition and more of a "tech" company than a car company. So for an
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by loganfrederick 6y ago
First, the blog post does cite "The End of Accounting" by Lev and Gu, which provides a pretty good academic dive into this topic and I'd recommend to anyone who likes this post: https://www.amazon.com/Accounti
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by loganfrederick 6y ago
The fundamentals were not bad ideas. Regus has been doing things similar to WeWork for decades. Neumann committing fraud, poor cash management, and self-dealing conflicts of interest are what killed WeWork. Not the coworking space concept.
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by loganfrederick 6y ago
Luckily I think history is doing its job in changing how Jack Welch's legacy will be remembered. I don't think students or upcoming businesspeople are really learning Welch's approach anymore.
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by loganfrederick 6y ago
There's also a lot of questions on how much of that cash is tied into the China plant and Chinese relationship. Some analysts estimate that's about $2 billion of the $8B, so maybe a $1.5 billion buffer, and that's assuming so
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Too Big to Fail, Covid-19: How Private Equity Is Winning the Coronavirus Crisis(vanityfair.com)
3 points by loganfrederick 6y ago|0 comments
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by loganfrederick 6y ago
Compared to WeWork, Uber, and Wag, buying ARM was not their worst idea.
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by loganfrederick 6y ago
I made this same point when it was announced three months ago that Wag (another major Vision Fund investment) was struggling: https://news.ycombinator.com/item?id=21095990 Yet somehow people still seemed to defend the strat
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by loganfrederick 7y ago
A documentary on this story: https://www.youtube.com/watch?v=o75teVHwkT8
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by loganfrederick 7y ago
> [3] I'd bet almost anything that in reality there's a lot of "Oh, you were working with X at Y? Awesome!" affecting hiring choices in SV. And outside of SV, seen this in the Midwest at both tech and non-tech focused
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by loganfrederick 7y ago
Dot.con by John Cassidy: https://www.amazon.com/Dot-America-Lost-Money-Internet-ebook...
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by loganfrederick 7y ago
Is there something specific in Postgres (perhaps in the binlog) that makes it easier to do this than MySQL? Seems like there's more tools for this kind of data loading than I've seen for MySQL. BTW: Awesome work ankane! Cool dude
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by loganfrederick 7y ago
One key to the success of index funds is that the indexes will remove underperforming companies and replace them with growing companies. The argument for this enforced survivorship bias is that it's meant to provide a dynamic view of t
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by loganfrederick 7y ago
This is similar to what Eric Reis outlines as an innovation financing model in his book "The Startup Way": https://www.amazon.com/Startup-Way-Companies-Entrepreneurial... *No affiliation. Just thought that his inn
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by loganfrederick 7y ago
This (or something like it) makes a lot of sense to me. I've been at multiple organizations where there have been efforts to create these "data dictionaries" explaining the meaning of the data, especially when the schemas or
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Announcing Our New ISA Financing Blueprint and $100M in New Financing(lambdaschool.com)
60 points by loganfrederick 7y ago|52 comments
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by loganfrederick 7y ago
Part of the "certain level of expertise to talk yourself into something extremely dumb" is because we've all heard the stories of genius ideas that were dismissed as crazy. And if someone considers themselves "smart&quot
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by loganfrederick 7y ago
Harder to have the same growth rate coming from a much higher base (already being worth about $100 billion five years ago)

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