runako

8 ms·

121.
by runako 4mo ago
> selectively adhering to the letter of the law Are you suggesting that companies should violate the law here? What do you recommend? Edit: charitably, "adhering to the letter of the law" is sometimes shortened to "law-abi
122.
by runako 4mo ago
“We estimate that since its introduction, HPV vaccination has prevented nearly 200 young women from dying from cervical cancer in England.” Given that the youngest vaccinated women are ~31 now, we would expect rates in that cohort to remain
123.
by runako 4mo ago
> indexed on Google/available to AI scrapers Any fee that is acceptable for "normal use" is not high enough to deter the likes of Google or the big AI developers. Google, a company that custom develops specialized automobi
124.
by runako 4mo ago
re: censorship & moderation, the folks @ BlackSky have been active in building out an alternative moderation structure (alongside running PDSes & AppViews).
125.
by runako 4mo ago
> All three bidders waived inspection and appraisal, and they all had healthy financing > I was transacting in a thriving market, with no special circumstances Yeah, a hot real estate market is where a seller is likely to derive the l
126.
by runako 4mo ago
In the context of rentals, wouldn't we expect ~100% of private sector rental units to be purchased, owned, and operated by investors?
127.
by runako 4mo ago
A better question is if people are going high-res, why not go high-res with tests whose accuracy is known, and for which there are useful, data-driven treatments? Instead of casting a net of unknown quality every month, comparing against a
128.
by runako 4mo ago
> It's not clear that we have the health infrastructure in place to know what to do with frequent, low resolution, whole body scans of the human body. This is exactly my thinking. There are decades of longitudinal studies behind the
129.
by runako 4mo ago
Agree that asking for grants requires compromises. However, this administration has made clear that there are no compromises to be had for projects that seek forbidden knowledge. Climate, for example, is not a subject that is permitted at a
130.
by runako 4mo ago
> A person who struggles to put food on the table and a roof over their heads, for one. Most of humanity shared this existence, and yet the language, institutions, ontologies, etc around existence come from those people who did not have
131.
by runako 4mo ago
> The technology sector is propping up the US economy Probably more accurate to say the healthcare sector is propping up the US economy. The only sector broadly hiring through all the layoffs of recent years. Tech grabs the headlines and
132.
by runako 4mo ago
These are companies built in the heyday of American hegemony. The concern is not around dominance of existing science. Rather, the issues are: - science that simply will not get done, and may be lost to humanity altogether. There is researc
133.
by runako 4mo ago
> Not just sort of expensive (though not very, compared with other budget items). But more importantly: inefficient (to put it nicely). And more importantly still: often (perhaps more often than not!) plain wrong. And that means, sadly:
134.
by runako 4mo ago
This is interesting & ambitious! Not a physician, I wonder about the general efficacy of random scans vs more boring traditional things like bloodwork. That is: is there more clinical power in doing blood + urine labs monthly or body sc
135.
by runako 4mo ago
In theory, they also don't get spam calls.
136.
by runako 4mo ago
This may well happen, but the fraction of people still capable of absorbing original texts will have a tremendous advantage over people who never learned to think.
137.
by runako 4mo ago
> I'm reshaping my speech to achieve a certain goal, rather than to convey facts. When communicating, you don't simply recite every datum you know. You edit, you choose facts to communicate a specific set of points. Those point
138.
by runako 4mo ago
Let's say the small e-commerce business does 500 of these outcomes per month. ~$500 all-in cost at Fin. I'm curious how you would calculate the other side of the ledger, the in-house approach. Assume the e-commerce business does n
139.
by runako 4mo ago
The problem is that Fin prices at $0.99 per outcome. Only for companies with tremendous support volume would it even begin to make sense to build in-house. There's a wide swath of companies that do < (say) 20,000 cases monthly where
140.
by runako 4mo ago
> nobody is building new power except China Really out of intellectual curiosity, do you know where this falsehood originated? Obviously new power generation is being built all over the world (US adding 86 GW this year, for example[1]),
141.
by runako 4mo ago
The stated reason SpaceX and others are talking about doing the near-impossible (orbital datacenters) for astronomical sums is that they are unable to do what e.g. Digital Realty does as its core business. Conventional wisdom is that buildi
142.
by runako 4mo ago
Yes, my commentary was through the lens of an investor. Comcast does well for investors -> the multiples assigned to it by the market will be a good reference -> Starlink is not likely to have a terminal value anything like what boost
143.
by runako 4mo ago
Good call. I should have said that most of those companies also do buybacks as part of their capital return strategies.
144.
by runako 4mo ago
> The underlying intrinsic value of a stock can only be materialized if the company liquidates and you receive a share of the sell off of its assets. This is wildly incorrect. A profitable company can decide to begin paying out dividends
145.
by runako 4mo ago
The price of a growing business should go up because it has more options to create returns for shareholders. Use Aldi (revenue ~$120B) as an example. Do you think a person would be a shmuck to buy a slice of it now versus when revenue was
146.
by runako 4mo ago
The thing about a profitable business that is different from a tulip is that it can at any point decide to issue a one-time or ongoing dividend. It can sell off parts to create cash. It has lots of optionality. Public companies have even mo
147.
by runako 4mo ago
PE of 380 against deteriorating margins & profit. This story doesn't end well. But to your point, it's likely a cult of personality that can stay upright until Musk leaves the company.
148.
by runako 4mo ago
Excellent question. They may not intend, today, to pay dividends. However, the same question could have been asked about the successful tech companies of the '00s. Companies don't like to start paying dividends until they are fair
149.
by runako 4mo ago
Since the S-1 filing, xAI has taken over and is likely the largest share of revenue. I would estimate that ~95%+ of xAI revenue, and 100% of its profit, is from renting their datacenters. This is a datacenter REIT bolted onto a social media
150.
by runako 4mo ago
> And you have an anti-US motive Wanting the US to be successful in worthy endeavors was considered pro-US when I was born. Call me a conservative if you want because I think we should still support that way of thinking. But I don't

More ›