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mbesto

16,165 karma · joined November 19, 2010

M&A advisor to tech investors. Mainly providing tech due diligence and transaction integration advisory to PE/VC clients and their portfolio companies.

my user name AT google's mail service

I generally don't much effort into my grammar when commenting on HN, so I apologize in advance.

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mbesto··on Was my $48K GPU server worth it?
> I could easily say that everyone who says its profitible is msking unsubstantiated claims lol.

And people who don't understand the difference between capex and opex are making uneducated claims. It's not basic math.

Running an inference data center is a mix of variable and fixed costs. The fixed costs are currently in the billions of billions of dollars for pretty much any investment in this space. Many of those fixed costs have (currently) unknown refresh cycles. So, unless you have access to the financial books of these companies it's currently just speculation whether inference is profitable.

mbesto··on Flipper One – we need your help
Did the PR achieve it's stated goal or not? Thats what we should be focusing on.

> because one of the main issues with AI content is the ability to generate an overwhelming amount of it.

So then let's focus on that, and not whether it's generated by AI. Yeesh you people are hard to please.

mbesto··on Google changes its search box
I know, but if Google was replacing their search with AI today doesn't that mean this should already be happening? otherwise is google going to make zero revenue starting today?
mbesto··on Standard Chartered CEO walks back comment about 'lower-value human capital'
I think what he said is deplorable (hence "yes and no"). However I'm speaking specifically to the premise of what the parent said around "it destroys team morale". What I'm saying is that your team's morale may not necessarily be hurt if you are a team member at a bank full of investment bankers, capital financiers, etc. if the promise to them is that many of them can make more money with AI.
mbesto··on Standard Chartered CEO walks back comment about 'lower-value human capital'
Once again, I was not responding to the "dehumanizing language" aspect of it, yet here you are focusing on that...odd.
mbesto··on Standard Chartered CEO walks back comment about 'lower-value human capital'
"Even if AI can automate certain tasks, language like this completely destroys team morale and trust. "

That's what the parent commented on and that was my response.

mbesto··on Standard Chartered CEO walks back comment about 'lower-value human capital'
Yes and no. The company is a bank - it's job is to take money and make money with that. I'm not surprised executive management is publicly saying they want to make investments in assets that will help their clients and they themselves make more money.
mbesto··on Google changes its search box
Huh? These are my results when I put that prompt in:

  The final episode of The Late Show With Stephen Colbert will air on Thursday, May 21, 2026, at 11:35 p.m. ET/PT on CBS.Final Week Broadcast DetailsThe Finale Date: Thursday, May 21, 2026.Air Time: 11:35 p.m. ET/PT.Where to Watch: Broadcasts live on the CBS Television Network and streams live on Paramount+ for Premium subscribers (available on-demand the next day for ad-supported tiers).Finale Guests: CBS is keeping the final episode's lineup completely under wraps, though the preceding days featured major appearances from Jon Stewart, Steven Spielberg, David Byrne, and Bruce Springsteen.Context of the FarewellThe 11th season finale marks the conclusion of Colbert's decade-long run as host, following a controversial cancellation announcement by Paramount Global. While CBS publicly attributes the ending to a financial decision amidst a shifting late-night market, media analysts and former host David Letterman have heavily criticized the move. Many view the cancellation as a corporate effort to avoid friction with the Trump administration during critical regulatory mergers. Following Colbert's departure, CBS will retire The Late Show franchise completely and hand the time slot over to syndicated programming.Watch Stephen Colbert confirm his final broadcast date on Late Night with Seth Meyers:31sStephen Colbert confirms his final show date and reveals ...Late Night with Seth MeyersYouTube• Jan 28, 2026Are you looking for information on how to attend the remaining tapings, or would you like to know more about what Byron Allen show is replacing his time slot?
mbesto··on Testing UPS Output Waveforms
I have most certainly used 100% of the runtime. So you're more than welcome to do so as well, you might just have to replace it in 8 years instead of 10. YMMV.

Could be worse - could be lead acid and weigh 2x as much and you only get half the Ah.

mbesto··on Instructure pays ransom to Canvas hackers
This is a good time to point out that when there is a data breach, data is rarely stolen. The real threat and harm is when data that is stolen is used against you.
mbesto··on Testing UPS Output Waveforms
Yes and no. 0% you should be fine, but generally speaking you'll get longer life out of LifePO4 if you stay between 10% and 80%. Most battery based PV systems are installed to shut off (or switch to grid) at the 10% SOC mark for this reason.
mbesto··on Testing UPS Output Waveforms
Curious - what actual real life issues do real world people encounter with dirty AC waves? Like I always hear the proverbial "this could cause harm to electronics" but are there real world tests of electronics failing? Does it fail over time or because of a one time instance? Same thing with under/over voltage.
mbesto··on Wi is Fi: Understanding Wi-Fi 4/5/6/6E/7/8 (802.11 n/AC/ax/be/bn)
This is basically my strategy.
mbesto··on Wi is Fi: Understanding Wi-Fi 4/5/6/6E/7/8 (802.11 n/AC/ax/be/bn)
It seems the throughput has evolved over each spec but the reliability and distance hasn't, unless I'm mistaken? This is a big problem in place where concrete is used to build homes (e.g. the tropics) as the improvements to Wifi are basically not really relevant.
mbesto··on Canvas online again as ShinyHunters threatens to leak schools’ data
> some of the best engineers I've ever worked with were at INST.

> You can see for yourself as it's AGPL and I assume you looked at the code

Can you look at any codebase and tell me it's written by some of the best engineers and it's not trivial?

mbesto··on The Burning Man MOOP Map
Burning Man forces you to really think hard about social contracts.

For example - you won't get kicked out for leaving trash all of the ground but you will absolutely be shunned and shamed by everyone around you for doing so. That notion simply doesn't scale to a place like the US with 350M people with varying cultures, values, etc. because the social contracts are simply all over the place and inconsistent.

mbesto··on AI uses less water than the public thinks
> These data centers seem to have wild amounts of money for investment, why not just mandate conservation requirements

This IS the complaint.

mbesto··on Why AI companies want you to be afraid of them
By all companies? I'd say less than 10% of all LOC today are generated by LLMs.
mbesto··on He asked AI to count carbs 27000 times. It couldn't give the same answer twice
probabilistic != deterministic
mbesto··on Who owns the code Claude Code wrote?
> When the first deal falls apart or a rep is breached post-close because of GPL contamination in an AI-assisted codebase, that will set the market standard faster than any court ruling.

Assuming it ever does...first, GPL is hardly enforced and second, I feel like there is going to be enough money (e.g. Anthropic's own code it uses for the harness) that pushes back against it being problematic. We'll see.

mbesto··on Who owns the code Claude Code wrote?
Eh, it does and it doesn't. PE investors actively are asking why more of the portfolio companies aren't generating codebases using Claude Code. You are right that lawyers are asking about code generated by LLMs but this is more of a CYA out of ignorance more than anything else (btw - many purchase agreements have funny representations like "your code is free of bugs" which is downright hilarious).

So these two things are squarely at odds with eachother...meaning, I don't know any PE acquirers who are actively terminating deals because the target acquisition's code is generating by an LLM even if the lawyers try to get a rep about it in the purchase agreement.

For the record, I still have yet to have an M&A lawyer explain to me unilaterally that AI generated code is an infringement...hence the question "who owns the code Claude Code writes" is still open.

mbesto··on Who owns the code Claude Code wrote?
Totally agreed.

I work in M&A. Nearly every lawyer, accountant, investor, and software business owner thinks their code is solely valuable and a trade secret. I find it hilarious and try to be as diplomatic as possible about why it's not. They also willfully will give their client list to a potential acquirer but get super cagey they moment a third party provider asks for their code to be scanned.

This argument easily gets shut down when I asked why, Twitch, a $1B business didn't crater to their competition when their full codebase was leaked.

mbesto··on AI uncovers 38 vulnerabilities in largest open source medical record software
What's probably WAY worse than this is that most healthcare providers running OpenEMR are likely on older versions of OpenEMR where CVEs are already detected.
mbesto··on Sawe becomes first athlete to run a sub-two-hour marathon in a competitive race
The Nike Zoom Vaporfly's already had set this precedent years ago: https://www.nytimes.com/interactive/2018/07/18/upshot/nike-v...

The big improvement then was a carbon plate. Adidas (and others) followed suit. The subsequent improvements since then have been marginal but the margins are thin at that level. In this case the big advancement has been the weight of the shoe.

EDIT: Also it's worth noting these shoes are $500 retail. Adidas will for sure get a boost in sales from this, but there's definitely competition in the $200~$300 marathon running shoe space that won't solely draw everyone to Adidas)

mbesto··on Sawe becomes first athlete to run a sub-two-hour marathon in a competitive race
Because calories simply do not matter. At high intensities of working out, it's the amount of carbohydrates you can consume that allow more fuel to be burnt.

"In the aerobic exercise domain up to ~100% of maximal oxygen uptake (VO2max), CHO is the dominant fuel, as CHO-based oxidative metabolism can be activated quickly, provide all of the fuel at high aerobic power outputs (> 85-90% VO2max) and is a more efficient fuel (kcal/L O2 used) when compared to fat."

https://www.gssiweb.org/sports-science-exchange/article/regu...

mbesto··on Palantir employees are starting to wonder if they're the bad guys
> I think many (I won't say the majority but it wouldn't surprise me) in the defense and intelligence sector don't think, either willfully or because of lack of introspection in general, about these things.

I think it has more to do with the fact that many of the products built for defense are never actually used against adversaries in their useful life. Just look at our nuclear weapon stockpile.

Palantir on the other hand is an invisible weapon. They could be reading my comment right now and identifying me with sentiment "adversarial" for all I know. What implications that has on my daily life is innumerable...and I'm a US citizen!

mbesto··on Show HN: VidStudio, a browser based video editor that doesn't upload your files
https://vidstudio.app/licenses

VidStudio invokes FFmpeg — a free multimedia framework — to handle certain video and audio processing operations. FFmpeg is licensed under the GNU General Public License v2 (or later).

The FFmpeg WebAssembly binary is not hosted or redistributed by VidStudio. Your browser fetches it directly from the public npm mirror at cdn.jsdelivr.net the first time you use a feature that requires it.

FFmpeg source code is available from ffmpegwasm/ffmpeg.wasm (the WebAssembly port) and git.ffmpeg.org/ffmpeg.git (upstream FFmpeg). The full text of the GPL v2 license is available at gnu.org/licenses/gpl-2.0.

mbesto··on I am building a cloud
> it sounds like you don't have the scale for actually running Kubernetes.

You don't set up k8s because your current load can't be handled, you do for future growth. Sometimes that growth doesn't pan out and now you're left with a complex infrastructure that is expensive to maintain and not getting any of the benefit.

mbesto··on Show HN: VidStudio, a browser based video editor that doesn't upload your files
This application doesn't work without FFMPEG. I'm not arguing that the wrapper isn't valuable, I'm saying there is a significant chunk of it that is required for us to work is an open source library.
mbesto··on Show HN: VidStudio, a browser based video editor that doesn't upload your files
The parent commenter is making that comment because this is precisely the nature of why the GPL license exists. Most of the processing of this application is FFMPEG, so why should someone who has done zero development on that library commercialize it?
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