whatok

6 ms·

1.
by whatok 4y ago
Elon took out loans with over 100% annual rates?
2.
by whatok 5y ago
I'm not making an argument one way or the other beyond that the OP conflating deliveries with packages is inaccurate and misleading. People are acting like drivers are expected to make 400 individual deliveries a day which doesn't
3.
by whatok 5y ago
I should clarify that comment with if you made a naïve assumption of 3-4 packages per delivery then it's a similar workload. I don't doubt that Amazon workers are treated worse than UPS workers but comparing packages to deliveries
4.
by whatok 5y ago
Comparing packages to deliveries is apples to oranges. I don't disagree that these jobs are rough but 120 deliveries with an average of 3-4 packages per delivery paints a similar picture.
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by whatok 5y ago
You have a small taste of that in this with the second largest holding PRNT. https://ark-funds.com/3d-printing-etf
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by whatok 6y ago
> I don't follow your point? Private companies can take a loan just as easily as public. If they were unable to attain the financing they wanted, they'd still have plenty of their own content, just not as much. Private companie
7.
by whatok 6y ago
Netflix would not remotely resemble its current form and likely would have been acquired years ago if they did not pivot to their own content. Switching to their own content required and still requires huge amounts of money; est. 17bn last
8.
by whatok 6y ago
Amazon has been paying significantly above minimum wage for several years now: https://www.npr.org/2018/10/02/653597466/amazon-sets-15-mini...
9.
by whatok 6y ago
> Initial Disclosure: This report represents our opinion, and we encourage every reader to do their own due diligence. Please see our full disclaimer at the bottom of the report. We have no position (short or long) in Clover Health becau
10.
by whatok 6y ago
Relevant text: Oracle is implementing a more flexible employee work location policy and has changed its Corporate Headquarters from Redwood City, California to Austin, Texas. We believe these moves best position Oracle for growth and provid
11.
Oracle Moving HQ to Austin(sec.gov)
361 points by whatok 6y ago|437 comments
12.
by whatok 6y ago
From Bloomberg (not on the web yet): Amazon.com Inc., American Express Co., Daimler AG and Stripe Inc. are among those joining a new GitHub program that will let companies directly fund open-source projects and software developers that are
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GitHub Sponsors expansion(twitter.com)
14 points by whatok 6y ago|3 comments
14.
by whatok 6y ago
it doesn’t have anything to do with developing an app and everything to do with HBO insisting on how their content is distributed. they recently reached a deal with amazon and i believe part of the deal was pulling the legacy HBO Now app an
15.
by whatok 6y ago
In a lot of cases, reporters do not have access to AUM or want to extrapolate from potentially misleading sources in order to construct a percentage return that does not exist publicly. You don't see reporters attempt to extrapolate do
16.
by whatok 6y ago
Liquidity doesn't begin to explain the valuation question. SoftBank's market cap was once 110bn vs their stake in Ali Baba at 150bn [0] . Even if you marked all the Vision Fund nonsense to 0, SoftBank is still a real company that
17.
by whatok 6y ago
Your underwriting standards are going to be different depending on how much skin in the game you have.
18.
by whatok 6y ago
The timing makes sense if it is in response to his recent remarks but the regulation is extremely punitive vs potential outcome if this IPO gets botched.
19.
by whatok 6y ago
There's a regulatory draft that requires small business lenders like Ant to warehouse 30% of the loans they originate vs the 2% that they currently have on balance sheet. This draft was disclosed after regulators met with Jack Ma and o
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by whatok 6y ago
I mean, I guess that's something that you can do but it's likely to get you laughed out of the room and greatly encourage them to reverse engineer whatever you were trying to sell.
21.
by whatok 6y ago
What you're saying is correct but also puts a non-sophisticated seller in a poor negotiating position. They do not know what existing data the buyer uses or how their data can be complementary to anything.
22.
by whatok 6y ago
And even if you're somehow able to figure out a trading strategy on this with no expertise, there are extremely few data sources that are actually proprietary so alpha decay is a very real thing.
23.
by whatok 6y ago
> -Matt's ability to understand and synthesize topics reflects incredibly highly on his intellect. I don't know anyone on Wall Street... is his level of intellect common among investment bankers and such there? Intelligence is
24.
by whatok 6y ago
Where are you getting "losing a quarter of their value overnight" from? The stock is still up from its initial listing price. If you're talking relative to peak private value, virtually nothing has gone public anywhere near p
25.
by whatok 6y ago
Really funny/sad that these guys as well as others have historically downplayed rap and other black music, felt the need to placeholder some in recent years, and now have the audacity to act like Kanye's MBDTF is the 17th greatest
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Nikola and General Motors Form Strategic Partnership(media.gm.com)
2 points by whatok 6y ago|0 comments
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Etsy, Teradyne and Catalent Set to Join S&P 500 [pdf](spglobal.com)
1 points by whatok 6y ago|0 comments
28.
Citi’s $900M Misfire Happened During Software Switch(bloomberg.com)
113 points by whatok 6y ago|52 comments
29.
by whatok 6y ago
Most buyside joints don't have anything resembling a security engineer. If they actually need one, it's closer to a front office role than not. You also don't want some random jabroni in charge of something mission critical
30.
by whatok 6y ago
Casual gym-goers are likely more familiar with random dumbbell routines than a myriad of bodyweight exercises. If you've been out of the gym for months and are out of shape, you're likely going to go with something that's fa

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