rhetocj23

9 ms·

91.
by rhetocj23 1y ago
My point is reading does not provide substantial value, it provides barely any because you have to net out the opportunity cost of time spent reading. The gains are realised when you think and do something with the information consumed. The
92.
by rhetocj23 1y ago
Yeah the conversion rate is poor and its demand is not price inelastic, I would argue for many individuals demand is very price elastic.
93.
by rhetocj23 1y ago
Difficult to say for certain. It depends on the extent to which the promise was peddled and whether MSFT can be trusted with the cash balance - investors will reflect that in the stock price in future if there is a bubble bursting event. If
94.
by rhetocj23 1y ago
You learn by doing and thinking. Not reading and watching. Pure and simple.
95.
by rhetocj23 1y ago
Yes but the sunk cost is also driving that - the investment has to show growth in cashflows, to the extent it is beating the hurdle rate to add value.
96.
by rhetocj23 1y ago
Yeah Im just waiting for this to finally play out. If you understand product design, economics, corporate finance and various other disciplines well - its obvious what is going on. MSFT wants to juice their numbers for the next earnings cal
97.
by rhetocj23 1y ago
Lol lets not even talk about his comical toupee.
98.
by rhetocj23 1y ago
Much like a boil.
99.
by rhetocj23 1y ago
I think certain people are far too deep into it that there’s no rationale behind what is going on now. It’s all about ‘accelerating’ forward at all costs.
100.
by rhetocj23 1y ago
Cringe
101.
by rhetocj23 1y ago
Whats the time horizon for said problems to be solved? Because guess what - time is running and people will not continue to aimlessly provide money at this stuff.
102.
by rhetocj23 1y ago
Wealthy people are extremely well diversified. Their main risk exposure is to variables that effect the entire market - e.g interest rates.
103.
by rhetocj23 1y ago
lol you and I are not talking about the same stuff mate
104.
by rhetocj23 1y ago
You haven’t brought in the side costs into your analysis
105.
by rhetocj23 1y ago
The market is due a correction irrespective of bubble mania. The implied equity risky premium is getting pretty low - a sign of greed.
106.
by rhetocj23 1y ago
Yeah thats the thing. I believe there is a mismatch between the firm and the tech being pursued. As a result, Meta will make some strange decisions that otherwise couldve been done differently to yield a viable product.
107.
by rhetocj23 1y ago
I find it funny we assume (arrogantly) that progress will just keep on coming. Really? Im not convinced we have the right people in this day-and-age to bring about those leaps. It might be that humanity goes another 50 years until someone c
108.
by rhetocj23 1y ago
Isnt this what social media is?
109.
by rhetocj23 1y ago
Do you know what the concept of time value of money means? The further out into the future you go, the less valuable the returns are when taken back into the present. The reality is, Mr Zuck is a manager who is there to invest the cash of i
110.
by rhetocj23 1y ago
Zuck isnt the kinda charismatic leader akin to Jobs who can actually get the best out of people. I remain unconvinced re. his management style. Thus far it seems to work if the product is oriented around A/B testing.
111.
by rhetocj23 1y ago
Is it though? Zuck has a very coloured history and is not really the innovator he wants to think he is. He seems to have an obsession of breaking free of Apples control.
112.
by rhetocj23 1y ago
Errm thats nothing of the kind I requested. So I continue to sit here laughing. Keep coming back with weak evidence though.
113.
by rhetocj23 1y ago
"I suppose the big advantage of being more “productive” is that you can churn through more wrong ideas more quickly and thus perhaps improve your chances of stumbling across something that is valuable." But I think there is a very
114.
by rhetocj23 1y ago
It might actually be in Googles best interest to damage the interest in LLMS by showing those crappy AI Mode stuff, because it materially impacts their business model. The perception of LLMs in the gen pop is what matters, not in the eyes o
115.
by rhetocj23 1y ago
Jeez. Brutal but true.
116.
by rhetocj23 1y ago
Yeah I agree. A controlled experiment done with a representative sample would be lovely. In the long-run it comes down to the financial impact that occurs incrementally because of LLMs. In the short-run, from what I see, firms are trying to
117.
by rhetocj23 1y ago
Yeah exactly… hardly comparable to the median or mean dev
118.
by rhetocj23 1y ago
I’ve asked this many times on here - I never get a coherent answer
119.
by rhetocj23 1y ago
Very curious to hear responses about this too
120.
by rhetocj23 1y ago
One thing I don’t get - If you spend much of your time reviewing, you’re just reading - you’re not actually doing anything - you’re passive in the activity of code production. By extension you will become worse at knowing what a good standa

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