Viewing profile — alexhu11

Location: Bay Area. Remote: No. Willing to relocate: No. Technologies: Python, Ruby, PHP, Javascript, Java Résumé/CV: https://github.com/hucares/resume/blob/master/alexhu2016.pdf E…

Do users pay for any of those services you mentioned? This changes the dynamic completely by forcing the user to become engaged. At the core AirBnB and Uber are selling commodities…

The textbook response would be a price war. Raise prices in uncompetitive cities and lower prices in at risk cities. This is one of the tools Standard Oil used to create its monopo…

You just pointed out another barrier to entry for Uber and AirBnB. New entrants will probably have less selection and higher cost. This is fatal in a fundamentally commodity busine…

The barriers to entry for any competitors are highly behavioral. Consumers are used to using (and implicitly trusting) AirBnB and Uber. Any new entrants would have to replicate tha…

Only 6% percent of Valeant's revenue goes through Philidor. However, this raises HUGE questions about the legitimacy of the other 94% of Valeant's revenue streams. How many other a…

Valeant is especially pernicious case of credulous investors looking at a rising stock price and skipping their due diligence. There's a lot of amazing blog posts from John Hempton…

The elephant in the room I don't hear people discussing is the impending spectre of deflation. If the labor supply diminishes what happens to aggregate demand? Judging from the exa…

What is a problem is selling taxpayer subsidized water to large corporate farmers in the middle of desert so that they can raise surplus crops while in the middle of the drought. A…

Great! A book I recommend to explain how thoroughly screwed up water policy in the West is Cadillac Desert by Marc Reisner. Water policy has been run largely as corporate welfare f…