Bayramovanar

6 ms·

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by Bayramovanar 7mo ago
We spend a lot of time debating whether AI is “smart” enough to replace us. I think that’s the wrong target. AI doesn’t replace people. Incentives do. Capital owners decides whether productivity gains mean: – cutting the workforce to increa
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How I Transformed My Life in 2025(bayramovanar.substack.com)
2 points by Bayramovanar 8mo ago|1 comments
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by Bayramovanar 8mo ago
I've always struggled to share my milestones because I generally tend to understate my own achievements and skills. But 2025 was different because I managed to convert my struggles into achievements and I am proud of it. I'm shari
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by Bayramovanar 8mo ago
they even cut costs by leasing the computers...
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by Bayramovanar 8mo ago
I am really not debating whether over hiring is possible in factories. in tech cost of hiring is lower which makes headcount a much easier speculative bet and layoffs a much easier reset when the bet fails.
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by Bayramovanar 8mo ago
I will avoid getting into a “who understands economics better” debate. But factory workers usually require specialized machinery, tooling, and physical capacity, which makes overhiring slower, harder and more constrained. Those investments
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by Bayramovanar 8mo ago
I generally agree with you, but if you look deeper, cars, buildings, and the underlying know-how didn’t appear in a day either. Those were also iterative processes: first tires and mud houses, then horse carriages and brick houses, and even
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by Bayramovanar 8mo ago
hey I am the writer of the post anecdotally, my last job was an insurance company I got laid off from there too :)
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by Bayramovanar 8mo ago
Sure, factories also overhire sometimes or shrink their businesses but not at the scale or frequency we see in tech.
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The tech market is fundamentally fucked up and AI is just a scapegoat(bayramovanar.substack.com)
313 points by Bayramovanar 8mo ago|220 comments
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Probabilistic Margin of Safety Implementation(bayramovanar.substack.com)
1 points by Bayramovanar 8mo ago|1 comments
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by Bayramovanar 8mo ago
Hi Hn, If you are familiar with famous Margin of Safety term by Benjamin Graham. I built probabilistic version of it for my personal finance engine BullSheet. Happy to hear your feedback and comments.
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BullSheet – My "Local" Quantitative Finance Engine(bayramovanar.substack.com)
1 points by Bayramovanar 8mo ago|1 comments
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by Bayramovanar 8mo ago
Hi HN, First off: I am not selling a course, I am not launching a SaaS, and there is no sign-up link. There won't be any money making trading strategies either. I’m a backend/infra engineer based in Berlin and I’ve been actively i