thetrb

how much did SpaceX / xAI pay for these GPUs? After 3 years they'll probably be mostly deprecated.

Do you think a random Youtube employee makes that decision and can just drop it lower?

Wouldn't they be able to say that the actual revenue is just the 85% they get after Apple's take?

Why would Microsoft not produce them at scale? With Azure and internal use cases I'm sure they're at a good scale.

And then why would we want to give a country that's not a democracy free access to our markets?

People expect interest when they park a large amount of money in a bank. Where should that interest come from when the money just sits there? The bank will have to invest is somewhere (ideally somewhere very safe like in Government bonds) where they can then collect interest.

So it looks like in this case SVB chose MBS with a pretty low interest rate and long maturity, which they now have to sell due to the bank run you mentioned.

Agree, but that's how it always was before Covid.

What are you talking about? There is a Texas lawsuit about this against Meta: https://www.nytimes.com/2022/02/14/technology/texas-facebook...

That 3rd-party keyboard would also be able to log your Signal messages, so I don't get your point.

The thing is if it's a 3rd-party Android keyboard or similar that logs your messages then there's nothing Meta can do about this.

That's not true. User count is still going up.

what's also scary is that he could do this with pretty much every public company he wants (very few exceptions of companies with >200B market cap or so).

My view is that it's an effort to avoid regulation. It's easier to justify a fee of 10-15% to regulators than a flat 30% fee.

Moving from NYC to Long Island is slightly different than moving from California to Tennessee, so I don't really understand your point.

I don't think that's the main issue. I think it's that the general assumption is that Moderna vaccine is about 90% effective and AstraZeneca about 60% effective.

I don't know how well you can actually compare these 2 numbers and if those are even the most important numbers, but that's part of the problem: Most people only look at these numbers and that's why they would prefer the Moderna vaccine.

Cool, maybe the US should also add some protections against German exports.

Wow, calling a pregnant woman "leech-like" is one of the most misogynistic things I've ever read on HN.

What also comes into the picture here is the extremely high cost of living in the Bay Area. Even startups have to offer $200k in non-"maybe" compensation to make sure people can afford living here. Even a relatively small size startup with 50 people now already has $10 million in salary costs per year (not even counting taxes, benefits, etc.).

So overall the balance is tilted very much in favor of the big companies that can afford paying people that much. I'm wondering how that changes where startups get started. Is the Bay Area still the dominant place for this?

The driver looked up a few seconds before the accident, though and didn't seem to notice anything on the road.

Most people don't move because they "hate the bay". They might hate living in the Bay Area because of housing, traffic, etc.

I tried to look up the Skype acquisition since this seemed crazy and this is what Wikipedia says:

"In September 2005, eBay acquired Skype for $2.6 billion.[13]

In September 2009,[14] Silver Lake, Andreessen Horowitz and the Canada Pension Plan Investment Board announced the acquisition of 65% of Skype for $1.9 billion from eBay, which attributed to the enterprise a market value of $2.92 billion. Microsoft bought Skype in May 2011 for $8.5 billion."

Looks like Ebay paid 2.6B for Skype, then got 1.9B for 65% of it and presumably another 2.8B for the remaining 35% once Microsoft acquired it. Doesn't sound like such a bad acquisition.

> I recently read an article about the unit economics of Uber. It doesn't work out. Uber, in it's current form is based on leveraging free VC money to subsidize and incentivize somewhat artificial demand.

I don't buy that argument. By that logic no taxi service could ever work out. It might not work out at the current price levels, but once they squashed all competitors they're free to raise their prices (similar to what Amazon does).

There's a lot of really scary stuff in there:

- Cancel payments to U.N. climate change projects

- Remove two existing regulations for every new regulation

- Drastic tax cuts

- Massive immigration changes

I highly doubt you can make these generalized assumptions from the sale of a single house.

I was a Dell employee at the time and the consensus feeling at the time was that Michael Dell got the company for very cheap. Just compare the Dell stock price with its closest competitor HP. You'll see that between Dec 2012 and Dec 2013 HPQ doubled its stock price while Dell just went up by the ~35% premium that Michael Dell paid.

So how can a company that has a market cap of around 8 billion buy another company for 16 billion?

Are they mostly doing this by taking on debt?

Same here. I "trust" the Google algorithm to show me the most relevant search results first, but know that ads are not part of that ranking. So if I'm looking for the most relevant result I'm clicking on the first results after the ads.

I think his point was that you CAN buy a $7 beer in a bar, but you can also buy a $1 beer at a grocery store like Trader Joes. So $7 is the high end here, not the "frugal" option.

Are you seriously calling an attempt of Uber to bypass French laws for financial gain "civil disobedience"?

I don't necessarily think the threat is "rights-holders suing Netflix for a negligently insufficient blocking system", but instead right-holders keeping their content away from Netflix if there's no working mechanism to restrict the content to the geographic region they negotiated.

In the end the right holders sell their content multiple times, often even multiple times within a single market. Now if everybody in the world can get US Netflix content the right-holders are the ones who will have problems selling content in other markets.