lvl100
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4 years ago
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on: Amazon.com announces fourth quarter results [pdf]
I see such a big disconnect between AMZN and GOOGL. Google is so much cheaper compared to Amazon. And this past quarter showed, Google is executing at a much better pace and quality.
lvl100
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4 years ago
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on: Meta shares drop 20% on Q4 earnings miss, weak outlook
I wrote this in another FB thread but they need to own e-commerce vertical: Stripe and Shopify. Others here mentioned opening up their data centers too.
lvl100
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4 years ago
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on: Meta shares drop 20% on Q4 earnings miss, weak outlook
Is it really insane? Facebook knows how to optimize pytorch and ML applications more than anyone. They can sell that on the market.
lvl100
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4 years ago
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on: Facebook shares plunge on weaker-than-expected earnings
I will make it simple: they need to buy Stripe/Shopify. They really need to own e-commerce vertical.
lvl100
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4 years ago
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on: Facebook shares plunge on weaker-than-expected earnings
Problem with Facebook is that they can’t acquire anyone due to their notoriety. They should have been able to use all the cash generated in the past five years to purchase a bunch of assets like Microsoft. At the end of the day, they have a bad branding problem. Need a fresh start with new management which we know is never going to happen.
lvl100
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4 years ago
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on: Alphabet Announces Fourth Quarter and Fiscal Year 2021 Results
In terms of investments, I like Google the most out of the monopoly techs. Microsoft is my least favorite because they’re just a fund of loosely related technologies at this point.
lvl100
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4 years ago
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on: Ask HN: Did I make a mistake jumping on the homestead bandwagon?
I do think there’s an opportunity for someone to homestead and incorporate modern technology. A lot of homesteaders are focused on doing it the traditional way, but I believe there is a good deal of money to be made from IoT and automation in farming and homesteading.
lvl100
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4 years ago
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on: Sony to buy video game maker Bungie in $3.6B deal
Clearly Microsoft making divestitures to get under the antitrust hurdle.
lvl100
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4 years ago
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on: Apple Reports First Quarter Results
Also adamant against App Store!
lvl100
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4 years ago
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on: The Pandemic Boom Goes Bust
Leads me to think you’ve not paid attention to ML space in the past decade.
lvl100
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4 years ago
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on: The Pandemic Boom Goes Bust
Agreed. We desperately need a few large scale public projects. But the country (US) is so divided that no one’s going to agree to anything that selectively benefits one region over another.
lvl100
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4 years ago
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on: The Pandemic Boom Goes Bust
I agree they had to spend the money to prevent a depression. I don’t think anyone is here contesting the amount of money unleashed. However, I am really disappointed with where that money went. It went into “non-productive” assets and activities.
lvl100
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4 years ago
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on: The Pandemic Boom Goes Bust
In the past few weeks, Nasdaq top 100 lost something like $4T in value which is more than what we lost back in 2020. That’s a lot of money. And also consider the money lost in crypto. People are going to be more prudent with their spend and money.
lvl100
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4 years ago
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on: The Pandemic Boom Goes Bust
OK, but you realize you can say that about all the big techs now? Google is not an ad company. It’s really an “AI” company with far more valuable R&D. Same with Facebook.
If we are looking at tech companies purely from research assets accrued, I have to say Facebook is a bargain here. And even more so with Google.
Tesla on the other hand is more of a marketing company. Their R&D spend does not match all the hype. If they’re rolling out a revolutionary humanoid robot, I have to think that’s going to cost them more than $2B per year to develop.
lvl100
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4 years ago
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on: Apple Reports First Quarter Results
Man, I wish Steve Jobs were alive to witness the total domination. I imagine he knew but perhaps not to this extent.
lvl100
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4 years ago
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on: RegExr: Learn, Build and Test Regex
Are there any regex builders that work with natural language inputs?
lvl100
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4 years ago
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on: How Claude Shannon helped kick-start machine learning
In my mind Claude Shannon is the greatest mind in modern history (move over Einstein!). He’s vastly under-appreciated outside of CS circles.
lvl100
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4 years ago
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on: IBM’s Watson Health is sold off in parts
This reminded me of my experience with them a few years back with MQTT. They were pushing their Bluemix/cloud hard and I just wanted to test it out. Never again.
lvl100
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4 years ago
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on: IBM’s Watson Health is sold off in parts
This so much. They basically let Snowflake (among others) eat their lunch. Back in 2015, IBM actually had a good chance but leadership just dropped the ball.
lvl100
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4 years ago
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on: IBM’s Watson Health is sold off in parts
The bigger and more interesting question for me right now is who’s going to be this decade’s IBM? I want to say Amazon.
