arb-spreads

4 ms·

1.
by arb-spreads 3y ago
This is a short sighted and ignorant piece. The combined business will be 2% of the size of Amazon, 10% of the size of Walmart, and nearly 10% of the size of Costco. They will control ~10% of grocery sales, half that of Walmart. Roughly a q
2.
by arb-spreads 3y ago
Ineffective altruism strikes again
3.
by arb-spreads 3y ago
Fairly self evident. Far fewer married people, many want to live in apartments, and others enjoy renting houses for a few years at a far cheaper rate than being locked into a dwelling. A careful glance at any of the academic research around
4.
by arb-spreads 3y ago
Nicer apartments, more houses are offered as short term rentals. People's preferences adjust. Resulting demand curve for homeownership adjusts Homeownership is a far smaller part of the 'American Dream' relative to a few deca
5.
by arb-spreads 3y ago
Some people rent out the original house or try to transfer the low mortgage rate in order to monetize it.
6.
by arb-spreads 3y ago
Worst is an interesting framing - lowest transactions is far better. Obviously all in housing transaction costs decreasing from nearly 10% today to something a lot more reasonable would increase liquidity and transactions. A shift towards m
7.
by arb-spreads 3y ago
Many companies have used return to office as a soft layoff. Many employees quit versus large layoffs. Things should normalize as companies optimize their workforces, office leases roll off, and remote/hybrid work becomes standardized.
8.
by arb-spreads 3y ago
This has the potential to be extremely transformative for Argentina. The country struggled for decades with rampant inflation and incompetent leadership. Dollarizing the economy will offer the potential for Argentina to return to growth and
9.
by arb-spreads 3y ago
Not really sure why people complain so excessively about dynamic pricing software. Whether for flights, concerts, or apartments - sellers will naturally seek to maximize profits. Software helps with this. Housing and apartments are in many
10.
LLM Developer Day – November 17, 2023(nvidia.com)
5 points by arb-spreads 3y ago|0 comments
11.
by arb-spreads 3y ago
Cynical take is that Google is a monopoly. They could probably easily double net income margins from ~25% to ~50% while still growing at a similar rate. Instead, they waste hundreds of billions to satisfy employees and placate regulators.
12.
Robin Hood NYC 2023 Fireside Chat Stan Druckenmiller and Paul Tudor Jones [video](youtube.com)
1 points by arb-spreads 3y ago|0 comments
13.
by arb-spreads 3y ago
This is an unsurprisingly terrible article. If anything, venture capital is more responsible for a lack of IPOs. At one point, there were over a thousand unicorns that had no reason to go public. Multiple series of fundraising rounds betwee
14.
by arb-spreads 4y ago
Agreed. Similar to the invention of seatbelts and other safety devices, safer technology induces risker behavior. Would be unfortunate to have an over-reliance on emergency services aided by these tools. Offer a few free texts a year and th
15.
What Happens When Emissions Vanish(bloomberg.com)
1 points by arb-spreads 4y ago|0 comments
16.
by arb-spreads 4y ago
Participation would involve every nation. As a lower/middle income country, China would receive commensurate benefits from redistribution. Significant collaboration would be required to mandate participation from all countries
17.
Kim Stanley Robinson Makes the Case for Counting Your Carbon(bloomberg.com)
7 points by arb-spreads 4y ago|1 comments
18.
by arb-spreads 4y ago
Great point. Renewables are getting cheaper, but are still interment and require baseload power. They also require significant investments in grid infrastructure, with costs borne by governments and utilities. Additionally, equipment must b
19.
by arb-spreads 4y ago
Tough country killing 500m birds/year not to mention all the natural bird deaths
20.
by arb-spreads 4y ago
Or just offer an option between a charging cable/brick, iCloud credit, or store credit for future purchase...
21.
by arb-spreads 4y ago
Alameda Research made billions arbitraging wide spreads in Asian bitcoin exchanges relative to the rest of the world. Required working with local banks to solve logistics around wire transfers and such. Obviously a run of the mill crypto po
22.
by arb-spreads 4y ago
; )
23.
by arb-spreads 4y ago
Precisely, which require significant upfront investment/expertise in a consolidated space
24.
by arb-spreads 4y ago
There are a lot of 'soft' arbitrage opportunities out there, such as risk arbitrage or merger arbitrage. You may not have 100% certainty of a deal closing, but can still profit over hundreds of events. Most 'pure' arbs a
25.
by arb-spreads 4y ago
Decent deal. Probably <4k if purchased and assembled within China. Cheaper than most electric mountain bikes. Looks like electric ATVs/UTVs are around 15k, which would be a rough comp. Electric bikes / scooters / etc will
26.
by arb-spreads 4y ago
Yes - a classic public goods problem. Lots of global inequities with minimal interest in solving. The average standard of living is substantially lower than developed countries, and global resource expenditure would skyrocket if parity occu
27.
by arb-spreads 4y ago
Sweden has similar density to the US. Both countries have >80% of the population living in urban areas. Same goes for standard of living, with slightly lower GDP in Sweden and slightly higher quality of life. Higher prices are one of the
28.
by arb-spreads 4y ago
This WSJ analysis is quite good - an EV has about half the carbon emissions relative to a comparable car after 200k miles. [ https://www.wsj.com/graphics/are-electric-cars-really-better... ] Naturally, an EV that is much
29.
by arb-spreads 4y ago
Plenty of SMB/middle market companies out there. Which is honestly the most common outcome for a YC company, other than failure. Not sure how many are growing at >40% CAGR with minimal capital requirements... Fine if you wanted to f