xkjkls

69 ms·

751.
by xkjkls 9y ago
I'm absolutely shocked by this turn of events.
752.
by xkjkls 9y ago
True, but valuations and predictions don't always follow a simple "right vs wrong" paradigm.
753.
by xkjkls 9y ago
In what way?
754.
by xkjkls 9y ago
That seems like an even less bullish fact. Batteries are never going to command the same margin or moat as cars, and hence would have even lower market cap comps.
755.
by xkjkls 9y ago
I think a service like that misunderstands investing. The old Druckenmiller quote goes, "it doesn't matter how often you are right or wrong; what matters is how much money you make when you're right, and how much money you ma
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by xkjkls 9y ago
Google was already profitable in 2004, and more than doubling revenues. Tesla is none of those things, and you're paying way more for it.
757.
by xkjkls 9y ago
Really? Why? Is Tesla not a car company?
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by xkjkls 9y ago
I think it's a pretty giant euphemism to refer to the possibility of running out of cash before the end of the year as "challenges".
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by xkjkls 9y ago
Ok, I'll bite. Why don't you have a cell phone?
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by xkjkls 9y ago
A lot of times I think people don't understand that the statements, "the vast majority of people have had there lives demonstrably improve because of science and technology" and "because of science and technology there a
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by xkjkls 9y ago
I think there are some pretty large differences in scale between "buying ads to target people with specific attributes and saving the situations where they interact with your ad" and "enabling any application to view all of t
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by xkjkls 9y ago
True, but audits aren't necessarily guarantees of anything either, and also rely on a certain amount of trust and disclosure that those being auditing aren't actively trying to game the audit.
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by xkjkls 9y ago
I'm sure they totally have access to that information, but that will tell you "X organization accessed Y at Z time", and it may be almost impossible to determine what was done with that data after that point. Even if transfer
764.
by xkjkls 9y ago
I disagree, because Facebook's incentive is to keep all their information to themselves in an advertising business. If their the only ones who have it, then in order to get the same form of targeting you have to pay them.
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by xkjkls 9y ago
Facebook has cut down more and more on that as they've decided to be an advertising company instead of a platform. The vast majority of their data issues come from pre-2015 when they were still experimenting with their business model.
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by xkjkls 9y ago
It's almost certain that they do, and almost certain they'll never be able to validate that this data won't go to any actors that you would not like to have access to your information. For anything on your Facebook prior to 2
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by xkjkls 9y ago
What good would that do if you wanted to know what someone was doing with a profile they downloaded of you prior to 2015? FB says that any developer giving that data to another organization would violate its TOS, but given the sheer scale o
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by xkjkls 9y ago
I think the main problem is less that users can't control their data; it's that for most people, your data is already out of the box. So many developers downloaded all of this data using the Facebook Graph API prior to 2015 when i
769.
by xkjkls 9y ago
It's as credible as any other legal agreement we have in our society.
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by xkjkls 9y ago
It's not really selling it's user data for money; it's selling access to it's users for money. Sure, user data allows some advanced targeting, but the reason they make the profit they do is that people are buying ads for
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by xkjkls 9y ago
There's a lot of reasons one could expect Amazon bucks many of these trends. Prime subscriptions, Amazon Marketplace, and Fulfillment by Amazon are all them leveraging their infrastructure for selling additional bottom-line contributio
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by xkjkls 9y ago
Depends on how you define "most", "retail", and "business". Sure, Retail is generally a low margin business, but there are many caveats to that. Selling toilet paper isn't exactly going to give you double
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by xkjkls 9y ago
For the most part, Google's moonshot business have been a negative value to the firm. They've poured billions of capital into a number of these businesses without anything demonstrable to show for it. If you think that the future
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by xkjkls 9y ago
The Alphabet volume is split between two tickers, GOOG and GOOGL.
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by xkjkls 9y ago
Food and energy are highly volatile which tends to make the statistics less valuable.
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by xkjkls 9y ago
Rents and house prices are heavily correlated.
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by xkjkls 9y ago
There's alot of research that goes into this, not just the CPI but other measures of inflation. Check out http://www.thebillionpricesproject.com/ from MIT. Economists don't just sit on their butts all day.
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by xkjkls 9y ago
Tren Griffin was using the craft beer revolution to point out the absurdity of certain measures of GDP and productivity recently: https://twitter.com/trengriffin/status/975077311857950721 When will the American hi
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by xkjkls 9y ago
There's also some weirdness with including quasi-state owned entities.
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by xkjkls 9y ago
Not just oil companies -- state owned oil companies. It's relatively easy to be worth alot of money if you have a monopoly on an entire country's resources.

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