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formercoder

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formercoder

·9 か月前·議論

Because utilities are commodities and natural monopolies. CSPs are neither.

formercoder

·10 か月前·議論

You’re correct. MCP is just a defined way of mapping string descriptions to functions.

formercoder

·10 か月前·議論

Humans drive without LIDAR. Why can’t robots?

formercoder

·6 年前·議論

You should at least mention the criteria for returning capital to shareholders - no NPV positive projects available. We can debate whether or not that is true but it’s not fair to just say “they should have reinvested in the business instead of returning capital”.

formercoder

·7 年前·議論

I always found Jetbrains + vim plugin to be unparalleled. A good friend swears by spacemacs but that’s a different ballgame.

formercoder

·7 年前·議論

Also the stock based comp is non cash so it impacts net income but not cash from operations. CFO - Capex is a better measure of a companies cash flow.

formercoder

·7 年前·議論

There is no bad debt, just bad prices. Of course there may be no demand at the correct price. We’ll see how we work did

formercoder

·7 年前·議論

They are really just trying to price the risk spread of taking on long term debt (their leases) and re-lending with short term leases at a higher interest rate.

I would guess this is super high beta (overall market exposure). When the next downturn comes we'll see if they have the capital to survive the credit event.