pmart123

21 ms·

181.
by pmart123 7y ago
Isn’t he operating a VC fund? Shouldn’t he just be doing capital calls for the fund when needed versus sitting on cash typically?
182.
by pmart123 7y ago
I’m not quite sure about this. I think while python 3 has a tendency to blowup on IO, I still think that is preferable than more cryptic problems. Python 3 did seem to handicap working in bytes though, but I think that has improved in the l
183.
by pmart123 7y ago
Panera has a great touchscreen experience.
184.
by pmart123 7y ago
Airbnb seems to do similar things, but has a better business model to support it. I kind of get it from a recruiting standpoint and they probably did need to build some customized software given the scale they have. My guess is they spent f
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by pmart123 7y ago
Well, this is why it makes a lot more sense for startups to raise equity versus debt typically. There could be some exceptions such as using the debt to buy required hard assets, but typically, it makes very little sense.
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by pmart123 7y ago
My guess is they now care a lot more about Google Cloud than previous product endeavors. I’d also guess that people at Google would put in a ton of effort on documentation to avoid having to speak to people on the phone.
187.
by pmart123 7y ago
I’m not so sure I buy that argument. Larger states have more elected congressional officials balanced by smaller states having more senate votes per state person. The electoral college still gives heavier weights to states by population. Ul
188.
by pmart123 7y ago
Interesting. I’ve always found it befuddling as a generalist with a relatively high learning curve. I gave it the benefit of the doubt until Google Cloud started rolling out its updates with far better documentation and interfaces. That sai
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by pmart123 7y ago
Funnily enough, I had a visceral reaction when I went from capital markets to startup land, and the startup world was praising Point72. Equally shocking was how candid the Point72 team was on funding startups with the potential to have valu
190.
by pmart123 7y ago
It's likely important to distinguish whether this disdain is from being a public company due to regulatory requirements or due to having public shareholders. I agree with your point if it is the later. If it is the former, perhaps regu
191.
by pmart123 7y ago
Conceptually, this is interesting. In Europe, some companies like L'Oreal already offer bonus dividends for institutional shareholders who have held shares for longer than one and two years. Voting rights could be another way to incent
192.
by pmart123 7y ago
My exceptions would be financial market apps and news apps. I might also throw podcast apps in this group to selectively download typically viewed shows or topics.
193.
by pmart123 7y ago
I would say they are a lot more sensitive. They witnessed all the millennials post anything and everything on social media at first with little regard future consequences. I think there is a much better cognitive understanding that anything
194.
by pmart123 7y ago
Well, I don't believe copyright actually protects the first company to successfully implement an idea. In the instance of cars, the goal is to have self-driving cars. Some people think LIDAR is necessary, Tesla doesn't. There are
195.
by pmart123 7y ago
I believe it would depend on the liquidation preferences and the preferred stack. This would allow them to potentially own most of the company in the event it was acquired for a worse valuation, went bankrupt, etc.
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by pmart123 7y ago
The data doesn’t support this though in the example I gave. This is why many cities like LA are switching to a single provider per area. Note, there still is competition. The contracts go through a bidding process and a competitor could try
197.
by pmart123 7y ago
Form my recollection, Square launched something very similar a few years ago?
198.
by pmart123 7y ago
I think what he means is sometimes there is a benefit to having one service provider. For instance, it is cheaper if a city offers trash pickup in a district to one service provider. The logic is that it’s much more efficient to have one tr
199.
by pmart123 7y ago
What about the case surrounding Anthony Levandowski? Should he be allowed to freely take Waymo's IP when another company offers him a substantial economic incentive to do so?
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by pmart123 7y ago
Some smaller companies essentially run customer service directly through Slack. It can be pretty nifty in that a customer support message thread can easily be rerouted to a developer if it involves a bug, attached to an issue, which then no
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by pmart123 7y ago
I don’t agree with this. There is a lot of value to releasing open software. I’ve learned a ton from reading other people’s code and looking over various ways to implement certain patterns. Additionally, it allows a developer to see and und
202.
by pmart123 7y ago
London cabs were brutally expensive though. The minivan service was typically very good compared to other cities.
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by pmart123 7y ago
I won’t say that’s exactly true. I know Founder’s fund have invested in a couple. I think the need for scale limits VC funded options to companies that are building things like a gambling exchange, but at that point, the funding sources mig
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by pmart123 7y ago
That’s still a huge difference. Someone having printed flow control diagrams, knowledge of what did and didn’t work, and the list of packages and tools used in a spreadsheet is very different ripping the entire source code.
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by pmart123 7y ago
Interesting. I just started experimenting with a 16-8 fast, and I have noticed that it is hard to eat larger portions when you constrain the eating window to eight hours. Did you think it helped maintain your 15% BF?
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by pmart123 7y ago
I’m not sure how I get your logic? I do think the US bond yields have a large discrepancy versus other developed market yields, but convexity greater increases as yields fall towards zero. So how is that behavior similar to a deep ITM optio
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by pmart123 7y ago
Because it's a "tech" company...
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by pmart123 7y ago
GOOGL has voting rights versus GOOG. There hasn't been a large performance difference though. IAC vs. MTCH, FB, Nike, Berkshire, and Regeneron all have done well though long-term with dual share classes as contra examples. Founder led
209.
by pmart123 7y ago
Both of your points are likely true. Slack probably could become profitable on a near-term basis, but that is not what investors are paying for. I believe Slack is trading around 30x revenue, so the market is expecting continued growth. At
210.
by pmart123 7y ago
My guess is that SoftBank believes it has covered the worst case scenario for its WeWork investment through its preferred stock liquidation preference and WeWorks real estate assets (although I believe they mostly have leases). It still see

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