donavanm

6 ms·

31.
by donavanm 5mo ago
You're conflating operational efficacy and strategic incompetence. Operationally, and tactically AFAIK, the US has been dominant. Strategically it appears to be a massive failure, mainly because there was no actual achievable strategic
32.
by donavanm 5mo ago
Your causality is backwards. The relatively loose monetary policy is because inflation (and economic activity) is too slow.
33.
by donavanm 5mo ago
FYI "convertible" instruments aren't new, I suspect its just unusual phrasing that's tripping up your search. "Convertible bonds" or "convertible securities" are more common terms IME. Either way it&
34.
by donavanm 6mo ago
Weird, why wouldnt this fantastic startup want to report on their performance in a standardized and accountable manner for six months after collecting public money to pay out insiders and “sponsors”? Surely they wouldnt mind bragging about
35.
by donavanm 6mo ago
Dude. SPACs are structurally a _terrible_ idea for any non-privileged investor. The sponsors 20-25% comp, the early warrants, etc. All of those costs are taken out of the bag-holder, sorry “investors”, expected value. The entire thing is se
36.
by donavanm 6mo ago
I worked at a previous listed company where a single $6MM order of hardware being pushed out a week made quarterly p&l positive. Im absolutely sure the same situation occurred every other quarter as well in some part of the business I d
37.
by donavanm 6mo ago
For the gp: the other side of the risk/reward coin is that private credit has limited upside. They're going to get the margin between the private 6/7/8/9/10% loan and their funding source + admin. Whereas PE ca
38.
by donavanm 6mo ago
Yes. Nat gas -> ammonia -> urea. Theres some efficiencies that vary by site but its a hundred year old process of a true commodity. The price per therm _is_ the input. Was listening to a fertilizer analyst the other day. She thought c
39.
by donavanm 6mo ago
> if you're in the UK, Middle East, Australia (food is about to become more expensive & tricky) Australias not in a terrible position. We produce ~50% of our NPK fertilizers used, and this is down primarily because were importin
40.
by donavanm 7mo ago
IME you end up with both; something like discrete client, LB, and controller. You can’t rely on any one component to “turn itself off.“ ex a client or LB can easily get into a “wedged” state where it’s unable to take itself out of considera
41.
by donavanm 7mo ago
Thank you for actually testing and measuring an implementation & hypothesis. I appreciate the leads for evaluating my own similarity problems and efficacy.
42.
by donavanm 7mo ago
> no one could explain how they got those numbers. Not quite. The big board percentages were effectively us (imports - exports) / imports * 0.5 ~ fuzzy adjustment based on feels. Your point remains theyre amateurish and bely a lack
43.
by donavanm 7mo ago
… and keep the interest from those and their “high value commercial paper.” Now, why this is better than a money market fund, and regulated similarly… no idea.
44.
by donavanm 7mo ago
I suspect the issue is they still need cash for 1. dividends 2. Further dilution, er acquisition. They have some put away for the near term dividends. But you can see the negative feedback loop if they cant make those payments/acquisit
45.
by donavanm 8mo ago
Did you just answer your own question? Sure, the share price is a psychological element and, in conjunction with pre-fractional-ownership, it helps explain the prevalence of splits above $100/share. But no, the individual unit price do
46.
by donavanm 8mo ago
I personally remember the string of “us re makes no damn sense” articles in the financial press end of ‘06 and early ‘07. Iirc credit ratings and mortgage exposure specifically was being widely panned by 07. And still it took another year f
47.
by donavanm 8mo ago
Yes. Simplistically, its all about incentives, “you've got to dance while the music is playing.” If a professional money manager doesnt follow the mania theyre going to significantly underperform their competitors/benchmarks. If t
48.
by donavanm 8mo ago
Also in australia, the BCC/NCA is an absolute joke compared to basically every other industrialized country. There’s a reason for the annual “Austrlian houses dont meet WHO minimum standards” articles. As an example single pane windows
49.
by donavanm 8mo ago
If youre a current AMZN employee you may want to delete or heavily edit this post. Go check your employers “social media policy.” Historically commenting on operational or internal aspects without PR approval was prohibited.
50.
by donavanm 8mo ago
> The first NVMe-backed instance family, i3, appeared in 2016. As of 2025, AWS offers 36 NVMe instance families. Yet the i3 still delivers the best I/O performance per dollar by nearly 2x. Article should probably explicitly call out
51.
by donavanm 8mo ago
I'd +1 incentives, primarily P&L/revenue/customer acquisition/retention, with a small carve out for "culture." I've worked places, and for people, where the culture was to "do the right thing&quot
52.
by donavanm 8mo ago
cost and compliance are non-trivial for non-trivial applications. Universal instrumentation and recording creates a meaningful fixed cost for every transaction, and you must record ~every transaction; you can't sample & retain post
53.
by donavanm 9mo ago
Enterprise never ever mattered, and there arent enough digits available to show your “home lab” use case in the revenue numbers. Xserve, the RAID shelves, and the directory services were kinda there as a half hearted attempt for that late 9
54.
by donavanm 9mo ago
you probably don't go all in, but try to find real assets that are not _too_ strongly correlated and are likely to have durable long term value. The most compelling answers I've heard are things like desirable real estate, commodi
55.
by donavanm 9mo ago
Generation and structure are important, but IME IDs arent complete without consideration of representation; encoding and opacity. * User facing IDs must be opaque. If users can infer any structure or ordering from your ID they _will_ use an
56.
by donavanm 10mo ago
I read the report when it come out. From memory, no. It never had any components or certification for human pressure vessels. IIRC theres no existing regs for carbon fiber and it would have cost like $50M to do the design and test work. The
57.
by donavanm 10mo ago
Maybe i read too much in to “depend on used hardware sales.” Ive worked for 2/5 and 3/15 largest us companies doing cloud and infra stuff. Recovered costs from EOL hardware has just never ever mattered. Not even a rounding error o
58.
by donavanm 10mo ago
Bad news, 60/40 isnt a diversification strategy the last few years. 1) positive correlation in equity and fixed income 2) US treasuries/dollars have not had a “flight to safety” bump when volatility/l or bad news happens rece
59.
by donavanm 10mo ago
> datacenters depend on used hardware sales to recoup cost Who? Ive worked for few big infra companies with millions to billions of DC assets. After depreciation and then some, say 3-5 years, theyre effectively scrap. Its more cost effec
60.
by donavanm 10mo ago
They tried to do a LOT. An absolutely huge amount of work trying to abstract all of the existing Code* services, big chunks of other AWS services, and then corp (and non corp!) identity. The last part, getting human identity in to AWS, is s

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