majani

8 ms·

31.
by majani 2y ago
They were ex-Ivy league and friends from college. They fit into the current investor meta perfectly
32.
by majani 2y ago
The high Healthcare costs in the US are caused mostly by high physician salaries though, and that's probably highly correlated with why they are able to make all these breakthroughs
33.
by majani 2y ago
That and acquisition of a direct competitor who has beat a larger company. If you lose a competition, you should fall behind. Losing a competition and then forking out cash to make the leader switch teams before he crosses the finish line i
34.
by majani 2y ago
Are we also going to go ban Fortnite and Unreal Engine for producing mindless entertainment from China?
35.
by majani 2y ago
Asset seizure over data that mainly contains mindless entertainment? This is a new low for the US as a business environment in my opinion.
36.
by majani 3y ago
For browser bundling, Chrome has beaten Edge out handily, so there's no case there. For Office bundling, they charge separately for it, so there's no real case their either
37.
by majani 3y ago
Google has a huge incentive to compete because Apple has 50% of the US market, which is the most consequential market in the world
38.
by majani 3y ago
Takes like this miss the forest for the trees. The overall point is that automated programming is now a target, just like automating assembly lines became a target back in the day. There will be kinks in the beginning, but once the target i
39.
by majani 3y ago
As someone who had also grown to automatically ignore .tk domains, perhaps we've lost a reliable spam signal and honeypot
40.
by majani 3y ago
The way I see it, LLMs have taken one mode of thinking, which is educated guessing, and ramped it up to superhuman levels. Same way Deep Blue took rote memorization and ramped it up to superhuman levels. I think the true AI would come from
41.
by majani 3y ago
If you bend over and pay in such circumstances, you are part of the problem. Twilio tried to pull this crap on me and I simply created another account with an email forwarder and left them holding the bag on the previous account
42.
by majani 3y ago
Bold-ish prediction: by 2040 it will only be individual influencers producing news. Most newsroom outlets are zombies at this point, being kept alive by something outside of their ad revenue
43.
by majani 3y ago
Once YouTube started monetizing videos that weren't in the partner program it was always going to be downhill from there. The supply of ad-eligible videos probably doubled overnight
44.
by majani 3y ago
Publishers were squeezed out not by ZIRP but by ad networks, iframes in apps and influencers replacing them as the power users of social media
45.
by majani 3y ago
In the last few days I've been asking myself what would drive the next big leap in advertising efficiency after big data and conversion pixels. I think I have my answer now. This is going to disrupt the ad agency side of the business b
46.
by majani 3y ago
Sometimes you arrive at your intended solution in a roundabout way
47.
by majani 3y ago
You say this because you are not familiar with Wave (formerly known as Sendwave). It's one of the biggest startups in Africa. Working there is a big deal
48.
by majani 3y ago
What's insane to me is that from my experience, most legal immigrants had to either game the system, or depend on the pure luck of lottery systems. Then once they are citizens, they turn around and say that everyone must go through tha
49.
by majani 3y ago
It takes a super special set of conditions to be able to bootstrap a >10 billion dollar company like Valve. Most >10b companies need immense capital injections to work
50.
by majani 3y ago
For me the issue is that in a perfect scenario, you would be able to adjust your pricing to 30% more and see whether the market could bear it. But Apple ties developers to fixed pricing tiers which doesn't allow this. Maybe the battle
51.
by majani 3y ago
Japan has way less inflation though, so if the whole culture is on the same page then I guess it's fine
52.
by majani 3y ago
Maybe you're joking but if you're not, investors could sue you for lack of fiduciary duty
53.
by majani 3y ago
You sound like an older guy. Surely by now you must know that your disposition is a niche one and that most people prefer convenience?
54.
by majani 3y ago
"Fun to hang out with" takes you further than you think. If the person is also attractive then he has a giant halo effect going for him
55.
by majani 3y ago
I'd say the modern obsession with dating your equal is having the unintended consequence of creating an academic elite
56.
by majani 3y ago
On the other hand Munger said that diversification is for those who don't know what they're doing. So maybe Gates wanted to stock pick and Buffet talked him into diversifying safely
57.
by majani 3y ago
Is creating real money multiplayer versions of all these not a giant untapped opportunity? Cards and wagering are often a potent mix, yet only hold'em and rummy have gone in this direction for some reason
58.
by majani 3y ago
smacking AI on anything is probably an easy promotion for the next couple years
59.
by majani 3y ago
In the last 10 years there has been a global explosion in the forms of monetization possible on the web. Subscriptions, transaction fees, donations and just straight up charging people for goods and services is very possible now. It's
60.
by majani 3y ago
I can see the case for Apple and Amazon going away, but Google and Microsoft are just so fundamentally strong that they should last 100 years. Turning bits into money is the highest margin business out there, and owning an OS is the most lu

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