texasbigdata

12 ms·

91.
by texasbigdata 4y ago
Just a guess: perhaps that it’s more applicable to large use cases and at clients that are much more likely to be profitable and therefore able to pay?
92.
by texasbigdata 4y ago
Essentially, yes. The GAAP income statement is a very poor proxy for cash flow generation ability. That captures 80% of it. There’s also operating leverage. This business should trend to 50-80% gross margins and 30-50% profit / free ca
93.
by texasbigdata 4y ago
Except for this one :) https://twitter.com/elonmusk/status/1586108809772089345?s=46... Edit: apparently this was “trauma / shock actors” (whatever that means) but it was still picked up by CNBC.
94.
by texasbigdata 4y ago
I would wait for the first product to launch before pronouncing a company dead, which should be fairly soon: https://www.reviewjournal.com/local/traffic/officials-aim-to...
95.
by texasbigdata 4y ago
This is incorrect accounting. Source: myself, CPA. We could drill down further here but it’s not worth 3 paragraphs of nuance for this subtle point.
96.
by texasbigdata 4y ago
Facebook has 50% profit margins. Why can’t twitter do that? They both sell ads.
97.
by texasbigdata 4y ago
The covenants on a low leverage transaction are likely highly limited: a)make interest payments, b) make principal payments, c) don’t make illegal dividends, d) don’t cross certain covenants such as EV/EBITDA, fixed charge coverage rat
98.
by texasbigdata 4y ago
The bankers aren’t naive, they modeled this out. Sure it could go bad and I wonder if Elon PG’ed (personal guarantee) the debt, but you don’t underwrite your a default out of the gate. It’s one of the worst faux pas of debt capital markets.
99.
by texasbigdata 4y ago
Another slant, considering the (is this true btw) the rumor he asked engineers to print the last 30 days of code they submitted: he’s signaling “hey if you’re lazy, I’m going to fire you, so go ahead and leave on your own”. Which might just
100.
by texasbigdata 4y ago
It’s pandemic popular as “non sleep deep rest” if you want to try it by following a YouTube guide. Great nap replacement for when you’re too wired to fully fall asleep.
101.
by texasbigdata 4y ago
The last line is logically ambiguous. In Europe, I believe in 2019, they found two effects: a significant _underdiagnosis_, offset by a tiny over diagnosis; now you could argue phones and screens artificially raise the genetic baseline, or
102.
by texasbigdata 4y ago
This seems like the most inhumane way to make the decision discussed, even if you're not necessarily wrong for taking this approach. I can't imagine what it'd be like being a small child in a household where your parents &quo
103.
by texasbigdata 4y ago
You just invented the next great dating app. Because I can “game” saying I like or do something, but having to both physically be there and review it is a cool angle. The catch (outside the crazy permissions) would be it would greatly hurt
104.
by texasbigdata 4y ago
Ehh, there was some really sketch things there. I think at least for apple they might have potentially already built it and this just moved their announcement date up. There’s a very weird simultaneously timed NSA bill in congress at the sa
105.
by texasbigdata 4y ago
There’s a play about this, the name escapes me, but it’s a “quantum” love story: two people meet and at each step options present; the catch is the possibility tree doesn’t converge (one character had a midlife disease, which only happened
106.
by texasbigdata 4y ago
It's like the sticker that says "this amp goes to 11". Google just went further! Somewhere a product manager is beaming with pride
107.
by texasbigdata 4y ago
tldr: hard stuff is hard and not fun to work on Why did AWS, a group probably fairly technical savy and a direct competitor to its vendor, take so long [1] to migrate from Oracle? Why does Google, as of today, have job openings for SAP in i
108.
by texasbigdata 4y ago
The max are basically useless. They sound okaish compared to headphones 4-6x their price, but they love to pair with anything around and the mic is non existent. It's the most enjoyable brutally frustrating experience ever.
109.
by texasbigdata 4y ago
Rookie question but don’t draws occur more than 20-25% of the time at this level? Or is that just a unique feature of chess versus say StarCraft. Restated, are sports specific ELO scores real? Alternatively phrased, does an X ELO score in o
110.
by texasbigdata 4y ago
Hmmm I wonder what this thread is called
111.
by texasbigdata 4y ago
Shutting down all the nuclear?
112.
What Shopping on Amazon Feels Like (2022)(youtube.com)
5 points by texasbigdata 4y ago|2 comments
113.
by texasbigdata 4y ago
Slight comedy.
114.
by texasbigdata 4y ago
Fair. Good point.
115.
by texasbigdata 4y ago
As a n00b bet, I'd guess if actual top 5 or top 10 powers fought you'd see some scary / impressive / novel drone warfare usage.
116.
by texasbigdata 4y ago
Perhaps a little pedantic but as a thought experiment, if ABC corp was awesome at drones and wanted to solely manufacture in China, but in order to do so was forced to form ABC_China_LLC and transfer al the IP and know-how, how would you fe
117.
by texasbigdata 4y ago
Just tape a gameboy or switch to a dslr and there’s your kid version
118.
by texasbigdata 4y ago
My bad. Thx.
119.
by texasbigdata 4y ago
I'm not really familiar with this market but I'll just quote one article from last week suggesting it's a bit more lopsided than that; things can change quickly obviously. "Tesla accounts for more than two-thirds of all-
120.
by texasbigdata 4y ago
I think the reticence is the old attitude that you basically had to drag the old car manufacturers to electric, then they insisted on doing design after design of the clearly inferior hydrogen alternative, it's hard to take them seriou

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