drinkzima

7 ms·

1.
by drinkzima 7mo ago
Archive: https://web.archive.org/web/20260212165418/https://theshambl...
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by drinkzima 8mo ago
The issue is that there isn't a great alternative. The euro is difficult to manage because of the diffuse control, pound an even smaller economy, RMB just not global enough (and tough argument to see that happening), gold/bitcoin&
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by drinkzima 1y ago
I think the home buying sites do a decent job here for both search and drill down. Redfin search: https://www.redfin.com/zipcode/94110 Redfin listing: https://www.redfin.com/CA/San-Francisco/3
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by drinkzima 2y ago
The straw man is always that self-serve fails because every user cannot use data well at work. The reality is some users will be inclined to solve their own problems and others will not, but self service is available to many users with dep
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Google Jamboard Getting Deprecated(theverge.com)
6 points by drinkzima 3y ago|1 comments
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by drinkzima 3y ago
Gross profit is what most people think of as revenue. What they start with after goods and shoppers less COGS.
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by drinkzima 3y ago
I don't understand why you would do this when short term Treasuries or money market funds exist. There are far better solutions than what you suggest.
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Faster Analytics with Apache Arrow(exploreomni.com)
2 points by drinkzima 4y ago|0 comments
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by drinkzima 4y ago
It's mostly false: https://fred.stlouisfed.org/graph/?g=1Pik
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by drinkzima 4y ago
We have metrics for these things ("Capitalists are taking a larger and larger share every year"), no need for hyperbole: https://fred.stlouisfed.org/graph/?g=1Pik
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by drinkzima 4y ago
Good Bloomberg interview with him (month old): https://www.youtube.com/watch?v=kgCUn4fQTsc&ab_channel=Bloom...
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by drinkzima 4y ago
Has anyone found credible research around mean, min, max, average vis-a-vis climate change? Quick search didn't surface anything beyond lots of average temperatures and median forecasts, but less about the distribution of climate. Edit
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by drinkzima 4y ago
They burned almost a billion dollars in operating cash flow last quarter, and nearly all of their profitability in the past flowed from retail, which has shifted down dramatically. Not quite as simple as extremely profitable. Page 10 for b
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by drinkzima 4y ago
More here: https://quantdare.com/correlation-prices-returns/
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by drinkzima 4y ago
Maybe single day move on acquisition announcement - ATVI up quite a bit on 1/18, MSFT down that day. As an aside, the methodology says "We calculate the correlations between 2 securities on the daily closing values of the last 20
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by drinkzima 5y ago
Yep, odd is probably the wrong word, I just find the specific transferability term egregious.
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by drinkzima 5y ago
Specific terms that offer pro rata re-assignment at YC discretion: "Neither this Agreement nor the rights contained herein may be assigned, by operation of law or otherwise, by Investor without the prior written consent of the Company;
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by drinkzima 5y ago
This seems odd to write, as [I believe] YC has one of the strongest, least-founder-favorable versions of pro rata. YC sets so many market terms for startups, they could change this dynamic.
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by drinkzima 5y ago
In all of this fever people seem to be ignoring this is a diff of $2m of tax incentive down to $1m of tax incentive on someone taking home $6m dollars (the diff between long term cap gains and the 0% with and without the 50% exclusion on $1
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by drinkzima 5y ago
"Additionally, our Net Dollar Retention rate for all of our customers was 100%, 105% and 107% for the three months ended December 31, 2019 and 2020 and March 31, 2021" Above water, but low for SaaS: https://miro.medium.
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by drinkzima 6y ago
It's traded it's entire float many times over in the past week: https://www.marketwatch.com/story/gamestops-stock-surge-is-m...
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by drinkzima 6y ago
It's based on timing of hires. These are grants over a fixed time period. The others have shares vesting from before.
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by drinkzima 7y ago
The stock-based comp portion of these are moving around incredibly quickly right now. Probably changes the calculus in lots of cases.
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by drinkzima 7y ago
Alex Clayton's breakdowns always good and a little more digestible: https://www.meritechcapital.com/blog/procore-ipo-s-1-breakdo...
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by drinkzima 7y ago
"Consequently, we filter our dataset down to only those companies that raised a seed round with AngelList, and those companies’ subsequent rounds of fundraising that we have information on" Doesn't that mean the conclusions o
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by drinkzima 7y ago
This isn't actually true, because 409a valuations (where your options are struck) sit at what most would consider a meaningful discount to the actual value of the company (often 30-50% of the preferred, below where secondary is even ha
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by drinkzima 7y ago
We aren’t going anywhere. You’re going to continue to get the same product and support you are used to.
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by drinkzima 7y ago
To be clear, that article is about mental health, not economic depressions.
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by drinkzima 8y ago
Right - it's the level dictated by the zoning laws we all agreed to when we built a governmental framework for property ownership and the management of it's externalities. Ownership literally doesn't mean you can do whatever
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by drinkzima 8y ago
This is based on a concept called price parity, for which there are exceptions - including opaque rates, packaged bookings, and last minute / mobile. HotelTonight is able to fit inside those limitations when selling rooms last minute

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