pmart123

19 ms·

151.
by pmart123 7y ago
There's a lot of opportunity in human aided systems, i.e. CEO says they are getting a lot of new web traffic after a redesign, but aggregated website analytics show that it isn't the case. Using credit card data in retail, etc. to
152.
by pmart123 7y ago
You have to account for the fact that a lot of the algorithmic volume is due to ETF arbitrage. We now have more ETFs than stocks in the US by a wide margin, and each new ETF likely creates another trading opportunity. There are also a lot o
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by pmart123 7y ago
Well, AWS actually is highly profitable and changed the game so most of the recent startups could actually be built. I wouldn't associate WeWork with it. I won't even associate Tesla with WeWork. At least if you give $10B to Musk,
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by pmart123 7y ago
I believe so. I would say it’s more useful for rollups or aggregations where real-time isn’t necessary.
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by pmart123 7y ago
More importantly, once a company exits the product/business model fit phase, it should have better understanding of how it can become self-reliant either through having positive cash flow or a means to it. I would say the recent events
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by pmart123 7y ago
I believe it is the same case with height. https://www.johndcook.com/blog/2008/07/20/why-heights-are-no... It's close to a normal distribution one or even two deviations away from the mean, but real
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by pmart123 7y ago
Siri will likely always be a weak point for Apple. By trying to charge almost as much for its earbuds as Apple though, I don’t see Amazon having tremendous success. Brand, device interoperability, battery life matter much more IMO than voic
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by pmart123 7y ago
I believe IQ scores are rising still for lower scores, but falling for the top 1-2%?
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by pmart123 7y ago
Peter Attia discussed this issue pretty extensively Mart Makary on his podcast. It seems like most of the medical community agrees this would drive down costs in the near-term. The issue is what happens to care, choice, and price long-term
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by pmart123 7y ago
This isn't a bad analogy actually.
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by pmart123 7y ago
Probably. Larry Ellison always seems to find a way.
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by pmart123 7y ago
Google login breaks YouTube for me on Chrome (for two years now) so potentially it’s just incompetence.
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by pmart123 7y ago
Well, once cash is returned to the investor, using cash returned on the initial capital base to calculate a compound annual return is the best way. This would allow you to compare the fund’s return to a public market index over the time per
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by pmart123 7y ago
Also https://thebuild.com/presentations/uber-perconalive-2017.pdf
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by pmart123 7y ago
https://use-the-index-luke.com/blog/2016-07-29/on-ubers-choi...
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by pmart123 7y ago
Part of the problem is the fed has tried to raise short term rates while the rest of the world has had a zero interest rate policy. Meanwhile, the US interest rate curve is inverted. So banks, who typically lend long and borrow short get sq
167.
by pmart123 7y ago
Well, I think in We's case, they are pulling revenue which should be deferred forward, but like the Dotcom companies, you can also grow revenue by selling $2 for $1, which shows up when your losses are growing more/close to your r
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by pmart123 7y ago
The best place to learn about this is to check out the memos Howard Marks has written over the years.
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by pmart123 7y ago
That’s not actually true. A certain real estate leasing firm could give away the first year on a three year commitment to book the revenue at a very high COGS, allowing for unsustainable revenue growth. The internet 1.0 had many great examp
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by pmart123 7y ago
The successful travel portals typically all do well because there is so much value in filling demand so the room doesn’t go empty for the night.
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by pmart123 7y ago
Exactly. I've really liked Patrick Collison in interviews and I've long admired their API documentation. Square Capital was first to offer loans to SMBs that amortize over the transactions so Stripe isn't the first mover ther
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by pmart123 7y ago
Payments traditionally has been very fragmented. I think the biggest winners will continue to be Mastercard and Visa as all of these ancillary services will continue to move payments towards digital both on the consumer and business side. I
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by pmart123 7y ago
What about Stripe versus Adyen or Square?
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by pmart123 7y ago
Many of the best products seem to come when the founder has enough capital to self fund a solid base product versus needing “metrics” that at such an early stage often track nothing imo.
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by pmart123 7y ago
Without looking heavily into it, it seems like given Wix is trading $6B in public markets, why not try and IPO unless you believe there is a large business synergy with Salesforce?
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by pmart123 7y ago
This headline seems a bit sensational in trying to blame favorite privacy scapegoat, Facebook. I would first blame the device maker for selling such data, but I bet half the reason this occurs is due to figuring out which CDN to use given A
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by pmart123 7y ago
Interesting. Thanks for the details. I didn’t realize how few cores mainframes had.
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by pmart123 7y ago
I don’t think that’s their intention. By being the anti-amazon, it’s about having each store be it’s own brand, supplying the backend plumbing infrastructure instead.
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by pmart123 7y ago
My guess is a mainframe would be much better at handling a high volume of transactions much better than a $50k server? I would also think it would better handle conditions where "eventually consistent" doesn't work? I'm
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by pmart123 7y ago
Not really though. Apple and Alphabet effectively could cripple Facebook. We are already seeing some of this take place with Apple banning Facebook's VPN apps, options on data shared with apps and by rolling out its new app sign in wit

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