avnfish · HackerTrans

mese scorsodiscuss

The implications of this are quite unsettling. Meta gave an agent privileged read AND write access to user accounts with no human in the loop?

avnfish

4 mesi fadiscuss

There are some side-bet experiments like $2Mn on Hyperliquid[1], $1Mn on Polymarket[2] which are available to everyone. Unfortunately companies stay private for longer these days and a seat at the big boy table is de facto impossible

[1] https://app.hyperliquid.xyz/trade/vntl:OPENAI

[2] https://polymarket.com/event/openai-ipo-closing-market-cap-a...

avnfish

10 mesi fadiscuss

I’m very bearish on Accenture for the following reason: the business model is a levered flywheel (high-paid salespeople and aggressive M&A buyouts powered by share price appreciation and low wage outsourcing). This is kicking into reverse due to revenue growth deceleration

Unlike a partnerships model, Accenture taps the public markets for financing to do M&A and pays its star salespeople with stock. Declining revenue growth rerates the stock price lower, which then makes the market more competitive (can’t buyout others) and acts as a disincentive to the salespeople, which then lowers the stock price further. This alone may be survivable, but at the same time, the company has more than half a million staff (!) employed in India/Philippines/etc at exactly the time when the market wants SOTA-level AI work instead of legacy ‘managed services’, and the federal government is cutting many $B of ACN contracts

Tl;dr: these guys aren’t getting IBM’d, they’re getting Xerox’d

avnfish

10 mesi fadiscuss

Here is my attempt: blockchain is a 'good enough' way to bootload a platform for making permissionless dollar-denominated payments. You could technically achieve the same functionality, with better performance, off an interoperable open standards database and communication protocol. But everyone from global south governments, to the CFTC/SEC, to Mastercard would be after you before liability could be effectively distributed. With the design they're going for, you can vaguely gesture to the stablecoin issuers, node operators and on/off ramp operators that will be there on day 1 as legally separate parties each carrying part of the liability.

I will end with this thought: If we can get to a new local equilibrium where global transaction costs are 10x lower and >30% of global GDP can get paid faster / with better price signals / etc., shouldn't we try even if the tech is non-optimal?

avnfish

anno scorsodiscuss

The car physics in GTA IV was divisive but very memorable :) I will be cheering on whoever takes this role!

avnfish

6 anni fadiscuss

It's not too bad. I'm a huge proponent of the one-handed phone after using a Nexus 5 for 6.5 years. I think there are two main contributors to one-handed usability: (1) volume of the chasis, with a particular focus on width and (2) screen size, with a particular focus on screen height.

In terms of (1), the SE is in line with the Nexus 5 (and actually less wide), whilst the Pixel 4 is slightly bigger in all dimensions:

  N5: 137.9 x 69.2 x 8.6 mm (5.43 x 2.72 x 0.34 in)
  SE: 138.4 x 67.3 x 7.3 mm (5.45 x 2.65 x 0.29 in)

In terms of (2), a 4.7" screen with a 16:9 ratio is far easier to reach the top corners of than on a 5.7" that's 19:9. Yes, there is a bit less bezel on the Pixel 4 but it'll still be very difficult to reach the top one-handed with the taller screen.

Specs source:

[N5] https://www.gsmarena.com/lg_nexus_5-5705.php

[SE] https://www.gsmarena.com/apple_iphone_se_(2020)-10170.php

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