• 32 Posts
  • 762 Comments
Joined 1 year ago
cake
Cake day: June 4th, 2023

help-circle






  • At uni, got acquainted with a rich Saudi kid. Super nice guy. There was an event in a city 30 miles away. He offered a ride. Pulled up in a bright orange Corvette. Cool.

    White-knuckle ride the whole way. Ridiculously fast. On the way back, he mentioned the car was his third. Somehow, he had managed to flip over and total the first two. Fell out of touch after that.

    This story reminded me of him. Hope he survived college.








  • Ed is getting good at lobbing these darts at hype bubbles.

    The thing that this writeup ignores is that the object isn’t to show short-term revenue, but to put all competitors out of business, be the last one standing, and create a monopoly. Either that or get bought out so the investors can move on to the next thing. But at $150B valuation, only MSFT or Nvidia can afford to buy them outright.

    Google, Meta, and Amazon burned through cash for years, but they eventually outran all competition and then monetized the users who had nowhere else to go.






  • I just watched JW4 on Bluray. Big fan of 1 & 2. Thought 3 was silly. 4 was just out and out cartoonish.

    Everyone starts wearing the magic impregnable suit, so all you do is duck behind the jacket flap and bullets don’t do anything. Felt the same way about the last Matrix installment where Neo is basically untouchable. At that point, all the fight scenes are just pointless videogame cut-scenes. Doesn’t matter how many bad guys you throw at it.

    The first John Wick is still pretty dope because it was the one with the love interest and dog revenge storyline. The rest, meh.