mxschumacher

6 ms·

31.
by mxschumacher 1y ago
that's what Carvana is doing with the car loans it securitizes : https://hindenburgresearch.com/carvana/
32.
by mxschumacher 1y ago
what is OpenAI's durable, competitive advantage that differentiates it against the numerous other LLM providers? Investing at a $500bn valuation for a company that's losing money and has bad unit economics this seems rather aggres
33.
Trump Is Getting Closer to Having an 'Infinite Money Pit'(theatlantic.com)
12 points by mxschumacher 1y ago|1 comments
34.
Accounting for AI(cernocapital.com)
1 points by mxschumacher 1y ago|0 comments
35.
by mxschumacher 1y ago
it's not about taxes, it's about fighting illegal activity. Terrorist financing, drug dealing, human trafficking etc - do you really think it's a good idea to let those actors exchange payments freely?
36.
by mxschumacher 1y ago
slower transaction processing is more profitable, because banks can profit from interest in the interim. It's not some law of nature that it can't be done faster.
37.
by mxschumacher 1y ago
thanks
38.
by mxschumacher 1y ago
I'd really love to see the technology be used more in long-haul trucking. You could use roads in the middle of the night when capacity utilization is low on highways.
39.
by mxschumacher 1y ago
on what grounds is this submission flagged, @dang?
40.
Overnight Reverse Repurchase Agreements: Treasury Securities Sold by the Fed(fred.stlouisfed.org)
2 points by mxschumacher 1y ago|0 comments
41.
ExxonMobil Global Outlook: Our view to 2050(corporate.exxonmobil.com)
2 points by mxschumacher 1y ago|1 comments
42.
What happens if there's an AI crash? [video](youtube.com)
1 points by mxschumacher 1y ago|0 comments
43.
The sorcerer's apprentice and the man who broke the market(bewaterltd.com)
3 points by mxschumacher 1y ago|0 comments
44.
by mxschumacher 1y ago
well, I'm surprised by the sky-high valuations I see in the context of the problem I have outlined above. This is great for consumers, sure. The AI bubble is so big that if it pops, it will have dramatic effects on the economy.
45.
by mxschumacher 1y ago
AWS is certainly super profitable, if the ecommerce business was standalone, would it really be such a cash-gusher?
46.
by mxschumacher 1y ago
what I struggle with is that the top 10 providers of LLMs all have identical* products. The services have amazing capabilities, but no real moats. The social media applications have strong network effects, this drives a lot of their profita
47.
by mxschumacher 1y ago
that's not a technology problem, many airports are super efficient, e.g. Singapore. Public transport in the US is held back by other forces.
48.
Cloudflare: Content Independence Day [video](youtube.com)
3 points by mxschumacher 1y ago|0 comments
49.
Student Loan Delinquencies Are Back, and Credit Scores Take a Tumble(libertystreeteconomics.newyorkfed.org)
2 points by mxschumacher 1y ago|0 comments
50.
The State of Banks' Unrealized Securities Losses(financialresearch.gov)
4 points by mxschumacher 1y ago|0 comments
51.
by mxschumacher 1y ago
it's always the next version that will go from catastrophic failure to being perfect. This card has been played 100 times over the last few years.
52.
The Guide to Cloudflare's Durable Objects(flaredup.substack.com)
21 points by mxschumacher 1y ago|3 comments
53.
by mxschumacher 1y ago
https://archive.ph/gKX5K
54.
Can Britain's neighbours help it keep the lights on?(ft.com)
2 points by mxschumacher 1y ago|1 comments
55.
The Paradox of Abundance - Navigating Nutrition in a World of Plenty(mxschumacher.substack.com)
2 points by mxschumacher 1y ago|0 comments
56.
Why Cloudflare Is the Perfect Infrastructure for Building AI Applications(reconfigured.io)
31 points by mxschumacher 1y ago|10 comments
57.
Is Elon Musk's Business Empire Collapsing? [video](youtube.com)
8 points by mxschumacher 2y ago|0 comments
58.
by mxschumacher 2y ago
You don't have to use cloudflare's dns to make use of the proxy (CDN, waf, ddos protection etc) see https://developers.cloudflare.com/dns/zone-setups/partial-se...
59.
by mxschumacher 2y ago
it's a static website, why does it have to consume RAM in the origin? I see Cloudflare is in front, are you caching HTML?
60.
by mxschumacher 2y ago
also blocked in France

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