xoxoy

24 ms·

211.
by xoxoy 6y ago
but is there a non-US version of TikTok then too? i don’t understand how the two versions interact is what i’m saying.
212.
by xoxoy 6y ago
i don’t really get how this works. will the US one have global users or just US ones?
213.
by xoxoy 6y ago
TikTok makes me nauseous. It’s literally crazy to me that we’ve normalized an app targeted to kids and teens that encourages them to make hypersexualized mini music videos that rewards the “sexiest” videos with likes/followers/vie
214.
by xoxoy 6y ago
TikTok makes me nauseous. It’s literally crazy to me that we’ve normalized an app targeted to kids and teens that encourages them to make hypersexualized mini music videos that rewards the “sexiest” videos with likes/followers/vie
215.
by xoxoy 6y ago
This should be higher up - the latest is that Trump wants to ban it outright not allow a sale to a US buyer like Microsoft.
216.
by xoxoy 6y ago
yeah that could be part of it too. i have no insight into how families with young kids decide on computer purchases for families to be frank. and i don’t know if public schools provide laptops for home use either, but if everyone is at home
217.
by xoxoy 6y ago
what? I was trying to understand why Mac and iPad sales surged YoY compared to other products and I’m just saying I think it was in part due to this promotion, which started earlier than in past years and included Airpods for the first time
218.
by xoxoy 6y ago
Ok - that doesn’t change my point? It just means they can offer a very generous promotion without incurring a big promotional expense that cuts into profit margins.
219.
by xoxoy 6y ago
I checked 2019. That promotion started mid July (so after Q2 ended), and was for Beats only with a mac or iMac which start at > $1000. my point is this started before Q2 ended and includes much cheaper iPads. Again, this gift is 33% of t
220.
by xoxoy 6y ago
I was scratching my head as to why Mac and iPad sales would’ve shot up 30% YoY. Then saw that two weeks before end of quarter they started a “back to school” promotion (in June?) that throws in a free pair of AirPods with a Mac or iPad purc
221.
Affirm Prepares IPO That Could Value Fintech Firm at Up to $10B(wsj.com)
2 points by xoxoy 6y ago|0 comments
222.
by xoxoy 6y ago
it took Covid for me to really believe how dangerous social media has become to society. it really has made people more divisive and angry and conspiratorial. didn’t really buy it when the Russia bot thing happened but now I do 100%
223.
by xoxoy 6y ago
curious who wins the vaccine race. my understanding is the RNA vaccines being researched by Moderna and Inovio don’t stimulate T-cell development, in which case they seem like poor candidates compared to the adenovirus candidates like the O
224.
by xoxoy 6y ago
look at the pipeline for EVs coming to market in 2021/2022. there are dozens.
225.
by xoxoy 6y ago
yes it is objectively shady because it appears they have full discretion to decide when to recognize these credits, and also unclear who is actually buying them. they also don’t have credits listed as an asset on their balance sheet when yo
226.
by xoxoy 6y ago
well there are rumors they are shutting down parts of Fremont for “upgrades” soon. likely because their inventory is higher than they want.
227.
by xoxoy 6y ago
and yet their costs never went up after adding a second factory
228.
by xoxoy 6y ago
huh? they’ve had four quarters of profits.
229.
by xoxoy 6y ago
17 days of inventory is on par with previous quarters except Q1...
230.
by xoxoy 6y ago
that’s not true. they have a lot of inventory on their b/s
231.
by xoxoy 6y ago
i’m talking specifically about their questionable accounting outside of the product itself.
232.
by xoxoy 6y ago
right there’s like a dozen EVs coming to market in 2021/2022. it will disappear very quickly over the next 2 years.
233.
by xoxoy 6y ago
they don’t break out who the buyers of these credits are. i cannot find any information from a Ford or Toyota or GM describing the millions of credits they’ve purchased from Tesla shrug
234.
by xoxoy 6y ago
potentially helped by partial shutdowns and furloughs and bonus cuts. they had inventory from Q1 they could sell.
235.
by xoxoy 6y ago
they earn 100% margins on selling $400M in mysterious regulatory credits
236.
by xoxoy 6y ago
So many red flags Profit is all regulatory credits, actual auto sales flat to down, accounts receivable balance is now 1.4B or >20% of revenue, interest income is $8M (down -20%) even though global interest rates were cut to near 0 in Q2
237.
Apple releases study defending App Store's 30% cut ahead of testimony(cnbc.com)
23 points by xoxoy 6y ago|28 comments
238.
by xoxoy 6y ago
I saw Mixpanel, Getaround, Bird, a16z, Index ventures, foundational Capital all listed. The VCs are claiming they didn’t receive money on twitter...some think it’s one of their portfolio cos but very strange nonetheless
239.
by xoxoy 6y ago
I suspect they are worried about Biden winning. A big part of their sales is from police forces for doing surveillance work. Given the movement to cut back on police spending across states a Biden presidency would pretty much guarantee a ma
240.
Palantir Announces Confidential Submission of Draft S-1(businesswire.com)
195 points by xoxoy 6y ago|194 comments

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