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mbesto

HN member
Joined
Fri, Nov 19, 2010, 10:17 AM UTC
HN karma
16,064
Public activity
5,159 items

About mbesto

M&A advisor to tech investors. Mainly providing tech due diligence and transaction integration advisory to PE/VC clients and their portfolio companies.

my user name AT google's mail service

I generally don't much effort into my grammar when commenting on HN, so I apologize in advance.

Recent public activity

  1. comment
    Comment #49223782

    The entire premise of the article is that we're being promised that an entire workforce is going to be eliminated overnight. The people who are promising this, do not care about wh…

  2. comment
    Comment #49211577

    Also, two other characteristics of the fall of roman empire: 1. It struggled to remain "solvent" because it lost taxable provinces relative to the costs of wars, administration, et…

  3. comment
    Comment #49084023

    This is basically the entire argument by Richard Sutton happening in real time: https://www.youtube.com/watch?v=21EYKqUsPfg Right now, we keep creating new models with larger and l…

  4. comment
    Comment #48932655

    > Visa or MasterCard is making the bulk of the commission They are not. Payment facilitators (like Stripe) are. https://images.prismic.io/sacra/30d7bd58-8149-461e-a3c2-8a4a...

  5. comment
    Comment #48892150

    You can't unilaterally say all AI blogs are low quality. That's bullshit. > would spend more time writing than I would have to spend reading To your point however, the reason peopl…

  6. comment
    Comment #48675121

    > The proprietary models are better because of proprietary data Source? Otherwise this is pure speculation.

  7. comment
    Comment #48598951

    https://app.opencve.io/cve/?q=vendor%3Acisco What about Cisco?

  8. comment
    Comment #48540792

    What does that have to do with scalability?

  9. comment
    Comment #48491701

    > Nextcloud is written in PHP, which doesn't sound scalable to me. Lol what? Facebook (pre Hack), Tumblr, Wordpress, Etsy...

  10. comment
    Comment #48448724

    And they are planning (well "planning" if you believe Elon) to start building their LLM over from scratch, which means they need a HUGE ass training data center, i.e. not a data ce…

  11. comment
    Comment #48446834

    The first link is the FTC punishing Pornhub for something they did wrong. That is the parent commentator's main point (e.g. it can be regulated), which you keep ignoring. > You wou…

  12. comment
    Comment #48446630

    > trip also knows where I live and vice versa. Do those people also have access to your travel schedule? Mine don't. Maybe you're just not as globally social as me? I've lived in 5…

  13. comment
    Comment #48445712

    There are legitimate benefits. I just think its very easy to argue (which I agree) that the benefits don't necessarily outweigh the harm for most people.

  14. comment
    Comment #48445145

    I am very critical of social media but this is far too of a myopic take. There is a ton of real life social benefit to these platforms. Simplest example - someone posts a picture/v…

  15. comment
    Comment #48400649

    > It takes humans a really long time to accept the fact they are no longer as special We ARE special because we determined we are special. Name another animal that can determine it…

  16. comment
    Comment #48376927

    Travis Kalanick had zero taxi experience and Brian Chesky had zero hospitality experience. Now they created new models to existing paradigms, because I do tend to agree that founde…

  17. comment
    Comment #48364787

    (1) There is currently $1T in dry powder in private capital markets (2) Middle east oil money (Saudi Aramco's profit every year is $100B+) (3) Public traders have been and are look…

  18. comment
    Comment #48347512

    Undercounts it by what barometer?

  19. comment
    Comment #48347508

    > I’ve had sales people tell me to my face that they are the most important part of the business and the actual product or services is not that important. Same here. This happened …

  20. comment
    Comment #48341548

    Or https://speed.cloudflare.com/

  21. comment
    Comment #48341540

    > but it took me 18 years to grow the user base , figure out entreprise sales strategy and exit. The audience here has never wanted to admit that the codebase doesn't really matter…

  22. comment
    Comment #48328555

    This is essentially what AlphaZero is doing: https://nof1.ai/

  23. comment
    Comment #48313682

    > And I didn't even say "profitable", I said "credible business model". What's the difference? I would assume a business model that rewards profit (and therefore can sustain) would…

  24. comment
    Comment #48302104

    > would people stop doing PE even though it's profitable? No but there would be a lot less PE dry powder available. To the parent's point - there is currently a trillion dollars in…

  25. comment
    Comment #48302087

    > As long as customers choose services based on quality. If the market doesn't reward this then maybe quality isn't important to the customer. Could be price, location, availabilit…