Viewing profile — victoro

> Google spends $9B a year on software engineers. Well they are projected to spend $175 - $185B on capex in this year alone most of it for AI buildout. Lets say only 150B of that i…

The Democrats had control of the presidency and the house in 2022 when this provision first went into effect but had 2 fewer senators (1 fewer if you count the tie-breaking VP). Wh…

> calls by Prime Minister Fumio Kishida for Japanese companies to pay workers more as inflation takes hold So the prime minister wants to fight a phenomenon caused (in large part) …

Haha well I'm in full agreement with you (and u/shapefrog below) on your Chamath evaluation, but the sad reality is that his influence, by virtue of both the money and attention he…

Why is the marginal cost of a KWH the main inhibitor to rapid scaling? Wouldn't the main inhibitor be the marginal cost of additional capacity? To put it another way, if my solar p…

Setting aside the article's mention of moderately intensive solutions like natural gas which has a very real and obvious cost per KWH, your panels will still need maintenance and e…

we are intently focused on what we anticipate will be the two biggest drivers of the next decade: The first is the marginal cost of energy going to zero. I anticipate that this is …

"Always have a beginner / practice mindset." Just wanted to highlight this because it is a fantastic piece of advice to keep in mind for interviews (and honestly for your career an…

Honest question I constantly think about and have never been able to answer about the future of cryptocurrency development: Why/when would a government ever want less control over …

I like the soap opera analogy -- hadn't thought of that. But keep in mind that actors (and other folks that work in long-running shows) will still take other jobs as at the same ti…

In my younger years I spent some time working in the film industry as a PA and reading everything I could to learn about the business side of things. Needless to say, after becomin…

It's tough to avoid this thinking because examples of employees being treated like cogs are often systemic and very public -- like stack ranking at big companies that everyone (eve…

This response strikes at the heart of the issue. Until the wild distortions in the property market are fixed (imo, specifically until Prop 13 gets repealed or significantly amended…

Exactly. Government has been backstopping/de-risking asset ownership since the Great Recession and massively increased that program in March 2020. At the same time, they started to…

My browser (when behind work VPN) is showing an untrusted SSL cert error so probably the issuer is not whitelisted in some employer's systems.

I'm wildly out of my depth, but why couldn't Uber drivers be regulated effectively as micro-franchises? The dynamics seem pretty similar -- drivers benefit from the Uber marketing,…

Anti-trust enforcement can take many forms -- breaking companies up is just one of the most extreme and obvious ones -- but often just the threat of action was enough since for a w…

It seems to me that a relatively simple to implement (I'm not going to say simple in aggregate, because the knock-on effects would be hard to predict) solution to all of this is to…

To everyone commenting on the looming job-pocalypse that will be caused by the automation of trucks, please explain why much simpler transportation systems to automate have not res…

I like the concise summaries of each pattern, but it looks like most of the actual implementations are still under construction.

> Going after AirBNB (barring those running large hotel-like operations) isn't addressing the supply issue. What is the definition of a large hotel-like operation exactly? I have a…

If everyone did the right thing all the time, then no industry would ever need to be regulated in the first place.