pmart123

9 ms·

1.
by pmart123 7mo ago
There's a lot of irony right now regarding the cost of these things too (although I know the cost curve will drop over time). I know developers that are burning $1,000/day on tokens for Claude Code or VC's using the $200&#x2F
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by pmart123 1y ago
I remember when the hype first started around it, it was unusably slow, and produced poor results. Granted, I haven't tried it lately to see if latency improved, but the hype versus product state at the time, really turned me off from
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YouTube's AI-Generated Titles and Thumbnails Break Search and Usability
2 points by pmart123 1y ago|1 comments
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by pmart123 2y ago
That's partially why it's hard. People are automatically unhappy if their flight is delayed, their bags take time to arrive, they have to gate check a bag, sit near a baby during the flight, etc. It would be very hard to run perfe
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by pmart123 2y ago
It's a much harder business to run than a software company.
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by pmart123 2y ago
I'm no expert in this, but I think one common misconception among regular skiers is that a ski tune is "free" rather than each ski only gets so many full tunes as it wears down the base and edges. Obviously, if you get a core
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by pmart123 2y ago
There are still many instances where this partnership is the case though. Search and rescue, avalanche rescue, herding, security and law enforcement, disability assistance, bomb/drug detection, hunting, etc. A lot of the companion dogs
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by pmart123 3y ago
I hear your points, but can't git, CI tools, IDEs like DataGrip all be used to test and deploy the database code too versus letting some db admin create functions or procedures with no version control? Also, with things like RDS or rea
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by pmart123 3y ago
The api interface is simple, but the change would impact the code underneath. Since these are branch and bound algorithms, it would really depend on how often the worst runtime complexity case occurred. If it only happened in 2% of use case
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by pmart123 3y ago
Always thought great JIT that's compatible with Cython and major projects with C extensions like numpy, scipy would be a more worthwhile effort. A lot of the data intensive tasks Python can be run in parallel processes easily so doesn&
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by pmart123 3y ago
That's most of investing though. Investors won't all agree the operating cash flow, asset base, organic sales growth if there's been M&A, etc. let alone with a P/E, P/FCF, EV/EBITDA ratio makes a company ch
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by pmart123 3y ago
I don't believe the outputs are completely deterministic?
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by pmart123 3y ago
Completely agree on his take. Generative AI perhaps might be good at certain, specific tasks in terms of pulling or summarizing information for an analyst, but it won't help predict markets. It'll be much better at helping aid in
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by pmart123 3y ago
A lot of the ai plays seems like small vertical business opportunities that fill a particular niche that could be quickly profitable for a small team, but aren't really scalable or could quickly become obsolete.
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by pmart123 4y ago
I don't see it replacing H&M look books as it does local market type digital work where the images are essentially customized stock photos. The other category it could replace would be brands filling out how an item could look on a
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by pmart123 4y ago
I'm no expert, but this still seems like avoidance more than mindfulness. Obviously, meditating for six hours as a means to escape and avoid uncomfortable thoughts is healthier than blacking out or doing opioids, but it's still es
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by pmart123 4y ago
You also can't promote a stock or position and do the opposite. For instance, if you ran a popular YouTube channel, you can't buy stock X before you post about why you own it, then post the promotional piece, and sell your positio
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by pmart123 4y ago
A lot comes down to subtle language syntax. For instance, you can say "we target 12% returns," but you can't say "we guarantee 12% returns." You can say "we out-performed the market by over 3% a year for each o
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by pmart123 5y ago
Square sells hardware, but losing money on that. I don't believe it is intended to compete with payment processors providing hardware, but more so commoditizes it/flattens existing players in cases where a POS terminal system isn&
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by pmart123 5y ago
Square does most of these things too, and Square Capital existed years before Stripe Capital. Stripe provides servers to SMBs. It's likely that a lot of them want a simple, bundled solution versus a large enterprise using Adyen along w
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by pmart123 5y ago
You could make the argument that features like Touch ID and Face ID were significant R&D investments by Apple with the benefits accruing to the companies with the most in-app purchases via lowering purchasing friction. Therefore, those
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by pmart123 6y ago
BC you have to maintain the code then. Also, a non-engineering team member can quickly get an integration they need done without waiting for a developer.
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by pmart123 6y ago
I agree with this up through Python 3.7. The recent updates though seem to be unnecessary or have obtuse syntax.
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by pmart123 6y ago
A bit of both. If you are running a fund and down 50% from the events over the last few weeks, it's your fault. At the same time, stocks shouldn't be moving 100% each day.
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by pmart123 6y ago
This is true, but this helps build data engineering/cleaning skills, which is a different but complementary skill to modeling.
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by pmart123 6y ago
An interesting idea for Apple Pay feature could be to allow its users to and apps to negotiate fees for API hits i.e. allow users to get paid by Facebook if it wants their data.
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by pmart123 6y ago
I take it you have to use debit to pay for everything for this feature to work well or can you integrate your credit card expenses too?
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by pmart123 6y ago
My guess is the numeric inputs would be changing significantly each call?
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by pmart123 6y ago
Interestingly, the first chart left out Ferrari, which has a +$40bn market cap.
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by pmart123 6y ago
Not quite. Growth and incremental returns on invested capital could greatly influence where a stock should trade. The market could be assuming Tesla doesn't have to expand factory capacity much after Germany or the margins on vehicles

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