mbesto

41 ms·

631.
by mbesto 3y ago
> 1) they happen all the time, > So much business is done in bad faith and the people on the losing end rarely have the ability to warn others of their experience without killing their own reputation. The M&A world is much smaller
632.
by mbesto 3y ago
First, let's look at the two people in question: > The #1 Real Estate Channel on YouTube with over 4 Million Monthly Views. vs > Chief Economist, SVP of Analytics @AirDNA, tracking performance and explaining trends in short-term
633.
by mbesto 3y ago
"One death is a tragedy, a million deaths a statistic." I love to bemoan about the media just like the next person, but sadly this is just human nature.
634.
by mbesto 3y ago
Does it run Microsoft Word? Can I play Diablo 4 on it? Honestly, I don't know, but that's why it's not straightforward.
635.
by mbesto 3y ago
Rubbish. Money doesn't magically show up at your doorstep even if your product is focused on developers. How do you think SaaS companies are able to hire developers? Do those $350k bay area salaries magically come from nothing? Yes, th
636.
by mbesto 3y ago
This is very, very true. There is a huge proliferation of PE firms now too and many who are very unsophisticated, especially when dealing with smaller, family run businesses.
637.
by mbesto 3y ago
That's true. I equate Growth PE with "minority interest, positive profitability", VC as "minority interest, growth at all costs" and PE is simply "majority acquisition, typically profitable".
638.
by mbesto 3y ago
> yet every other story online is about them doing exactly that. That's because this strategy is only normally utilized by the biggest PE firms (Apollo, KKR, etc.) who acquire large businesses (Toys R Us, Instant Brands, etc.) and t
639.
by mbesto 3y ago
LBO != debt ("huge loan") LBO is how the PE firm finances the acquisition. Think of almost exactly like a mortgage. The bank ( = investment bank) doesn't want to maintain/manage the house ( = company) so they help fund t
640.
by mbesto 3y ago
My firm supports 100's of PE acquisitions every year and I can tell you that your experience is far more the norm than what the parent comment has suggested.
641.
by mbesto 3y ago
YMMV. Really depends on which PE firm it is. The large cap ones are notorious for what you are describing. The PE clients I work with are very growth orientated and understand that culture is important for growth, so I don't believe yo
642.
by mbesto 3y ago
> why couldn't the API just send a batch of ads to be served with the content One word: control.
643.
by mbesto 3y ago
> Do you mean your frontend sends a "send message X to user Y" request to your backend, which then enqueues it internally and handles the actual SMTP later? No, I'm very familiar with transactional email services and why i
644.
by mbesto 3y ago
Exactly this. Said differently - how many devs out there are screaming "I really need to send transactional email via React", when most apps are sending it via Python, Ruby, PHP, Java, and (back-end) JS.
645.
by mbesto 3y ago
> It was sort of a path of least resistance thing and it did have its drawbacks. This makes sense, but ya aren't there serious scaling implications to this?
646.
by mbesto 3y ago
But why use React to do that when you can achieve the same thing on the backend? https://mjml.io/
647.
by mbesto 3y ago
This makes sense, but what if you're using a message queue to send transactional emails? Why would you put that logic on the browser?
648.
by mbesto 3y ago
I've used pretty much all of them and in most cases you're sending the request via some message queue (front-end -> async to back-end -> message queue -> async returns to back-end DB), which is managed on the backend. I&#
649.
by mbesto 3y ago
Ya, but why does a transactional email service have anything to do with the front-end....I feel like I'm missing something very obvious but I can't seem to figure it out...
650.
by mbesto 3y ago
It's all very well researched that touchscreens above our arms can't be used with longevity: https://www.wired.com/2010/10/gorilla-arm-multitouch/
651.
by mbesto 3y ago
https://blogs.nvidia.com/blog/category/auto/ PS - you can literally go to https://www.nvidia.com/en-us/ and read the menu to see what they do...
652.
by mbesto 3y ago
The best part about this if you have that much conviction, you can buy 2025 puts and make a ton of money if you're right. Good luck!
653.
by mbesto 3y ago
The super interesting thing about NVDA is that you can bet on: - Crypto - AI - Gaming / Entertainment - Self driving cars - VR / Metaverse (whatever that is) I'm very bullish on the company.
654.
by mbesto 3y ago
> The first question I had though was "who extracts value here". Uber can't be profitable without autonomous vehicles, so the answer IMHO here is simple. For Alphabet, the answer is similarly simple - they'll partne
655.
by mbesto 3y ago
> This isn't me speculating wildly, everyone with even passing familiarity with the industry knows this. I never questioned their market dominance, I questioned their overall company profitability . The cost of building a rocket ca
656.
by mbesto 3y ago
So, what corporation pursuit should be deemed ethical if not profit then?
657.
by mbesto 3y ago
> Taxes aren't fines. Technically, you're correct they aren't, but how realistically are they are any different? In both cases the government profits from a corporation's behavior.
658.
by mbesto 3y ago
Ok, so I agree with any ethics around how people are treated, but a corporation? All this does is squashes Wistron potential profit, no? Are there ethics around how much companies should profit? Should all companies profits be equal? > E
659.
by mbesto 3y ago
Ok, so what do people expect the alternative route is? It's a known strategy, that works, and increases profit if implemented correctly.
660.
by mbesto 3y ago
> Why not fine GSK out of existence any time someone dies from a mislabelled allergen? Funny, this is essentially what happens with tobacco taxes. Cigarettes are prohibitively expensive and thus have caused that industry to falter in the

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