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compcoffee

195 karma · joined June 5, 2018

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compcoffee··on Second-quarter US GDP growth revised up to 4.2 percent on software, trade
>The unemployment rate is very low but wages aren't rising.

...yet.

Wages are a driver of inflation, which will rear its head as we reach late cycle. Then we blow up and start over. This is the way of the world.

compcoffee··on What Data Scientists Really Do, According to Data Scientists
>I mean, it made it sound like data scientist is just the same as a business analyst?

I think this demonstrates how hard "titles" are, because a "business analyst", in the sense that I learned, is not at all like a data scientist (or data analyst):

"Business Analysis'' is a research discipline of identifying business needs and determining solutions to business problems. Solutions often include a software-systems development component, but may also consist of process improvement, organizational change or strategic planning and policy development."

Most BA work I've done involved translating business requirements into technical or software requirements.

In other words, who knows...

compcoffee··on What Data Scientists Really Do, According to Data Scientists
>So if, in Excel, you can fit a regression from "scratch", (i.e. not using any built-in regression functions) and use the built-in functions for convenience, that's fine.

I suppose it depends on what you mean by "can". Much like whiteboard interviewing, I bet I can't sit down today and implement a regression from scratch, because I'm out of practice. I have had no need to retain that information; there are tools that do it for me.

Could I do it quickly with a stats 101 textbook in my lap (or 10 minutes of Googling)? Absolutely.

compcoffee··on Internal documents reveal the grueling way Tesla hit its 5,000 Model 3 target
>But at least they don't seem to skimp on quality control.

Then why are so many deliveries being canceled/postponed for quality issues? Their quality control, from what I read, is horrible.

compcoffee··on Internal documents reveal the grueling way Tesla hit its 5,000 Model 3 target
>So what? They talk about it like it is a bad thing.

How do you expect them to be "world leaders" in manufacturing technology when they have to rework so many cars? Remember, the narrative is that no one can do it as well as they can. Huge margins!

>who cares about the details of the manufacturing process?

Yeah, who cars about the manufacturing process when your whole business is manufacturing...

compcoffee··on More Americans report near-constant cannabis use
>they're going to be psychological and we're in kind of new territory.

It may be new territory for you, but I can assure you that grown adults have been smoking pot for a long time, and understand the psychological effects and their limits.

compcoffee··on Elon Musk Confronts a Fateful Tweet and an ‘Excruciating’ Year
>People like Musk wouldn't last a week here.

Don't worry, this is just Tesla PR working overtime trying to mop up the latest folly. HackerNews is lapping it up, of course. Not everyone feels sorry for Elon Musk. He can quit at any time.

compcoffee··on Elon Musk Confronts a Fateful Tweet and an ‘Excruciating’ Year
>It's about potential damages from ALL possible lawsuits from pissed off short-sellers.

What happens if you bought calls for a price higher than $420? They are worthless. You don't have to be a short-seller to have been burned by this.

compcoffee··on Elon Musk Confronts a Fateful Tweet and an ‘Excruciating’ Year
>Saudi Arabia has the whole Vision 2030 plan in motion. The general thrust is they want to diversify the country away from being a petrostate.

So the short-sellers are Big Oil shills, but selling out to the Saudis is okay (if you ignore human rights atrocities and all the oil)?

compcoffee··on Elon Musk Confronts a Fateful Tweet and an ‘Excruciating’ Year
>Big industry hates Elon

Elon is Big Industry.

Have you ever stopped to wonder that maybe people "don't like him" because he's a jerk and his company loses vast amounts of money? Don't need a tinfoil hat.

compcoffee··on Elon Musk Confronts a Fateful Tweet and an ‘Excruciating’ Year
>I think this hits at the crux of the issue around the performance/behaviour of Musk and other leaders of hugely ambitious companies

You believe that? From the guy who would angrily call reporters if they didn't call him a Tesla founder (which he isn't)? He wants to give the reins up?

>The number of people who are capable of building and running companies like these is vanishingly small

Yeah, we never invented anything until Elon Musk came around. There aren't 10-20 car companies, run by CEOs you've never heard of, plugging away at EVs as we speak.

compcoffee··on DoorDash Valuation Nearly Triples to $4B in Six Months
>Significantly derisked with product and economics proven, solid comp, crazy upside.

What, exactly, is "proven" about this model? It's food delivery. Smells like late stage bull market to me.

compcoffee··on DoorDash Valuation Nearly Triples to $4B in Six Months
>It seems like you're comparing gross margin on beverages, with net margin for a restaurant overall. Not apples to apples.

Oh brother. The high gross margins on beverages positively contribute to the net margins. The point is that most restaurants aren't crushing it, margins are thin, and a middle-man taking a cut doesn't help.

on

compcoffee··on MoviePass Owner Sued by Shareholders as Business Model Falters
>The movie theater biz is one of the most inept around, stuck in the 1950's in terms of its business model.

Meanwhile, they are still (for the most part) in business, decades later, while "cool" business models like MoviePass cost shareholders millions and blow out in less than a year.

Who should be learning from whom?

compcoffee··on Bayer stock plunges after jury awards man $289M in Roundup cancer trial
>really don't find much data supporting the assertion that glyphosate causes cancer.

I'm far from an expert, but this being in the news has piqued my interest as well, and I haven't seen much that confirms it either:

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5705608/

People hate Monsanto, and populism is rife, so the decision wasn't shocking. Amazing that Monsanto managed to sell to Bayer with these lawsuits on the horizon.

compcoffee··on Vaping 'can damage vital immune system cells'
Are we supposed to look negatively upon this study because they say "more research is needed"? Sounds like good science to me.
compcoffee··on Vaping 'can damage vital immune system cells'
>Glad to see it's not as bad as smoking (a low bar) but will still kill you.

I think inhaling anything into your lungs will probably affect them negatively. But it wouldn't surprise me if vaping was healthier than LA (or Beijing) air. Everything in moderation.

compcoffee··on Ex-SolarCity employees: We were fired after reporting millions in fake sales
>Why are we blaming the employees when these kind of things come from high pressure management.

Hypocrisy, pure and simple.

Go read how HackerNews reacted to the Wells Fargo scandal.

compcoffee··on Ex-SolarCity employees: We were fired after reporting millions in fake sales
>I cant tell if Elon sent his reddit marketing team to bombard HN too.

Oh, they're here, no doubt about it.

It's going to be 10 times funnier than the iamverysmart crowd here who told us we didn't like Theranos because it was run by a woman.

compcoffee··on Ex-SolarCity employees: We were fired after reporting millions in fake sales
>Idk, all this hearsay and the saboteur rebranded whistleblower coming out against TSLA/SolarCity with no real substantial proof

Why is he a saboteur re-branded a whistleblower, and not a whistleblower re-branded a saboteur? Because Elon said it?

Why on earth do you think the world is out to get Tesla? Because Elon said it?

compcoffee··on Ex-SolarCity employees: We were fired after reporting millions in fake sales
>Its a pretty common problem in sales. Lots of sales people are constantly moving jobs and pushing their numbers up.

HackerNews:

Wells Fargo presses sales people to fake sales: Send those executives to the guillotine! (this was literally said by a top comment on one of the threads).

Tesla presses sales people to fake numbers: Nothing to see here, standard operating procedure.

If/when these companies fold, I hope the rabid supporters are held to account.

compcoffee··on Tesla has asked some suppliers for cash back to help it become profitable
I'm absolutely loving the fact that Musk's short whining has made its way to hacker News. Hilarious.

Yes, its all a short seller conspiracy, not some terribly run company.

compcoffee··on Tesla has asked some suppliers for cash back to help it become profitable
Are the longs gearing up for a push to increase the stock price?

Nah,that could never happen....

compcoffee··on Tesla has asked some suppliers for cash back to help it become profitable
Who stands to "gain" more, people long or short?

Why do you think only one side is corrupt?

compcoffee··on Tesla has asked some suppliers for cash back to help it become profitable
Yeah,every article is a short seller, right?

My god some of you people are you going to look foolish.

compcoffee··on Tesla has asked some suppliers for cash back to help it become profitable
So which of those stories weren't true?

You are implying bias, where I see a troubled company.

Can you name another instance where the WSJ wrote negatively about a company and it turned out to be false? As a subscriber, why the sudden skepticism?

compcoffee··on Munro Teardown Shows Tesla Model 3 Solidly Profitable [video]
>Y'all need pedestrian tunnels.

Yeah, and? Most people also find pickup trucks excessive. And yet, they are the most profitable vehicles on the planet. So much so that Tesla wants to make one. There's a whole world outside the urban bubble, for better or worse.

compcoffee··on Munro Teardown Shows Tesla Model 3 Solidly Profitable [video]
>Second but Tesla seems to have the best battery by far.

So you base this on, what, Elon's tweets?

Big tradeoff in batteries...expense, reliability, durability. Where are they?

compcoffee··on Munro Teardown Shows Tesla Model 3 Solidly Profitable [video]
>You can get a low-mileage used Leaf under $10k today.

Doesn't meet my requirements, unfortunately.

I need 2nd gen.

compcoffee··on Munro Teardown Shows Tesla Model 3 Solidly Profitable [video]
>I just saw a Nissan article on here a few days ago. It was about how they cheated their emissions tests.

Exactly. Some stupid story that wasn't true. I rest my case.

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