lvl102

28 ms·

331.
by lvl102 4y ago
I am pretty convinced Amazon the stock is going to be a big bargain within the next couple of weeks. At somewhere around $700-800B it’s going to be less than intrinsic. These are global enterprises with significant TAM in a world where more
332.
by lvl102 4y ago
Payment has much higher multiple especially compared to FB. It’s quite literally the closest thing to printing money.
333.
by lvl102 4y ago
My opinion is that Meta has the best AI/ML infra in the business.
334.
by lvl102 4y ago
Zuck did it himself too. No one told him to go all-in on VR. No one. All he had to do was tackle payment and maybe cloud. He first went for crypto and then is in the process of failing with VR. Meta really needs to be in the cloud business.
335.
by lvl102 4y ago
Nope. Tiktok’s greatest asset is big tech monopolies and their inability/unwillingness to innovate.
336.
by lvl102 4y ago
They’re trying to manage expectations by saying Mac sales in 4Q will be weaker but once they release M2 Mac Mini and M2 Mac Pro, they will sell like hotcakes. It doesn’t hurt that building a PC is now quite a bit more expensive.
337.
by lvl102 4y ago
I once had an interview where the guy genuinely complained about me skipping around jobs. My average tenure was four years.
338.
by lvl102 4y ago
This is nice but any serious video editor would use a Macbook instead no? Why bother with this version?
339.
by lvl102 4y ago
I am really sick of this UK drama. They’re really the Kardashians of the world politics at this point. Trying to stay relevant constantly. Just go away.
340.
by lvl102 4y ago
I see this comment often. I just find it comical that people really think they know what goes on inside of Apple product meetings. Ipad Pro 12" is as expensive as a Macbook. Perhaps Apple doesn't want people to use full MacOS on a
341.
by lvl102 4y ago
Intel messed up big time and I hate to see the US govt dump more money on incompetence. They are failing their way to success.
342.
by lvl102 4y ago
OT but Bloomberg sucks. You can tell that they’re a monopoly by the fact that they haven’t innovated beyond what was an excellent terminal in the 90/00s. Now they’re just using market position to squeeze people for rent.
343.
by lvl102 4y ago
iStrobosoft is the best tuning app. No contest.
344.
by lvl102 4y ago
I’ve since switched to HHKBs and they’ve served me well!
345.
by lvl102 4y ago
The old school pre-Lenovo keyboards are the best ever made. Nothing even comes close to that feeling.
346.
by lvl102 4y ago
Tracking window focus change is not a good deterrent.
347.
by lvl102 4y ago
NYU is not an elite institution. It’s a local school with mediocre students.
348.
by lvl102 4y ago
This is the end of Twitter in my view. I am betting it will be replaced by a couple of services within a few years.
349.
by lvl102 4y ago
Think programming was easy up until 90s then it got really hard in 00s and then it started becoming a lot easier along with advances in cloud around 2015-16.
350.
by lvl102 4y ago
I am not contesting that UI/UX is incredibly important and hard. It’s just that 99.99% of the people in that profession are clueless.
351.
by lvl102 4y ago
I really view UI/UX position as an excuse to have “friends” around the company.
352.
by lvl102 4y ago
I feel the UI/UX space is so full of zero skill people.
353.
by lvl102 4y ago
I am saying that if they cut the bullsh_t back in March 2021, when all the excesses from crypto, meme stocks and SPACs were blatant, we would not be here today. They made a very public choice to let that play out. Heck, even China was hitti
354.
by lvl102 4y ago
The problem is really that they are doing it extremely fast while ignoring the very financial plumbing they made everyone around the world rely on for two decades. It’s quite shortsighted to keep USD at extremes to soften inflationary press
355.
by lvl102 4y ago
Basically pensions used gilts as collateral because it was viewed as risk free. That changed overnight.
356.
by lvl102 4y ago
I find it ridiculous that the strong USD, which is the main cause of pending global financial crisis, was directly brought on by Federal Reserve’s head in the sand moments: (1) not raising rates or even stopping QE prematurely when inflatio
357.
by lvl102 4y ago
Why are they allowing this acquisition? This is anticompetitive.
358.
by lvl102 4y ago
Is he not the World Chess Champion? What's the problem then?
359.
by lvl102 4y ago
How do you think he can accomplish that exactly? You think they’re going to install hidden cameras everywhere?
360.
by lvl102 4y ago
I don’t think you understand why cheating is so bad. Once you know your opponent COULD BE cheating, your approach changes entirely. You will know this if you played against Stockfish.

More ›