Viewing profile — fairity

Here's the talk that went along with this deck (for those who would prefer not immediately jumping to ridicule): https://www.youtube.com/watch?v=DtM0Cjb0dEU

So, if I’m following: Banks are lending to private equity firms to fund purchases of businesses. Many of these businesses are SaaS which means their valuations are tumbling. It see…

The author keeps saying, over and over, that the reason this is a good bet is because "the downside is capped and the upside is asymmetric" as if that's some ground-breaking realiz…

Why are people saying this seems like a bad deal? If they really only raised $1.7b, per Crunchbase, then this seems to me like a very good outcome for everyone involved except its …

Words are cheap. I really wish there was a way to incentivize authors like this to put their money where their mouth is, before seeking attention for their ideas.

Surprised to see this upvoted because the takeaway is completely incorrect, and based on the anecdotal evidence of one advertiser. As someone who spends seven figures every month o…

As this incident unfolds, what’s the best way to estimate how many additional hours it’s likely to last? My intuition is that the expected remaining duration increases the longer t…

As is the case with most complex problems like this, the correct answer is: it depends. In this case, it depends on what the crux of your business is. Sometimes the crux is buildin…

Years ago, I was lying in the grass, having a conversation with a fellow founder, when he noted how, on most days, he would forget to eat lunch because he was so engrossed with his…

> Why pretend to be smart and play it safe? True understanding is rare and hard-won, so why claim it before you are sure of it? Isn't it more advantageous to embrace your stupidity…

For anyone who, like me, isn't aware of the "totally predictable explanation", here's more background: https://news.ycombinator.com/item?id=42978340 Tldr; The reason it dropped off…

I'm actually completely fine with internal manual manipulation, bc I trust the HN crew. I'm concerned that what we're observing is a result of external manipulation at the behest o…

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> Hot take but 99% of all profitable businesses have no moat, and there’s absolutely nothing wrong with that. You can still make lots of $$$. Can you make $157b without a moat? Or,…

The counter argument is that they won't be able to sustain those gross margins when the market matures because they don't have an effective moat. In this world, R&D costs and gross…

It's early innings, and supporting the open source community could be viewed by the CCP as an effective way to undermine the US's lead in AI. In a way, their strategy could be: 1) …

I think it's worth double clicking here. Why did Google have significantly better search results for a long time? 1) There was a data flywheel effect, wherein Google was able to im…

DeepSeek just further reinforces the idea that there is a first-move disadvantage in developing AI models. When someone can replicate your model for 5% of the cost in 2 years, I ca…

Why would it matter? OP is experiencing an undesirable outcome, and assigning blame for the problem seems besides the point when the main goal is to change the outcome.

There seems to already be significant competition in the low cost ETF space. For example, Schwab’s broad based s&p ETF (SCHB) has $34b AUM. The fact that there exists a competitive…

> How do you prevent kids using social media without 100% surveillance or not allowing internet access at all? Do the parental controls on mobile phones not work? I'm not a parent,…

Thanks for the information! So, if the subsidies are in the form of tax rebates and subsidized loans, is it safe to say, the full economic benefit of these subsidies as a percentag…

How significant are the production subsidies? Are they a meaningful percentage of sales revenue?

Quite interesting that this comment is downvoted when the content is factually correct and pertinent. It's a very relevant fact that Greg Brockman recently left on his own volition…