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hnmullany

745 karmajoined 17 năm trước

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hnmullany
·Hôm kia·discuss
I worked in private equity as an analyst in the 90's - we looked at an ambulance service that was up for sale - the underlying operating margins (before you load on debt) were pretty reasonable, although I don't remember the details.
hnmullany
·Hôm kia·discuss
I worked in private equity in the 90's and looked at one of the big regional ambulance service companies that was up for auction. The underlying operating margins were fairly reasonable - the private equity owned companies only have issues because of their debt load.
hnmullany
·16 ngày trước·discuss
I think the strength of the "vouch" is understood to be much weaker in Silicon Valley - it's more like - I've talked to this guy for 30mins to an hour and I can vouch that he (or she) is not a waste of time for you to talk to them for a similar amount of time. It's not a vouch that they're the next Steve Jobs or you have diligenced their background.
hnmullany
·20 ngày trước·discuss
On every tech that would have made HTML5 an effective application platform (databases, advanced AV, animation) - Apple has been 5-10 years behind Google and Firefox, and in many cases simply vetoed or wouldn't implement.
hnmullany
·21 ngày trước·discuss
Flash didn't disappear when internet technologies got better. Flash disappeared because Apple refused to distribute it on iPhone - partly because Adobe couldn't effectively shrink it down to early generation iPhone technical capabilities - but partly because they didn't want a competitor to the iOS SDK.

Then Apple effectively vetoed - explicitly and through lack of investment) futher improvement in audiovisual web platform technologies (e.g. the custom shaders that Adobe wanted to make part of the nextgen filter spec) during the critical period where developers were making their platform choice for mobile.

Apple has been no friend to the further evolution of the web.
hnmullany
·24 ngày trước·discuss
You might want to look up the value of those "fat pensions" - a lot of them are substantially less than US Social Security.

e.g. in Ireland, the state contributory pension (aka what you paid egregious social security taxes for) maxes out at about $18,000 per year. The equivalent pension from US Social Security is about $45,000.
hnmullany
·2 tháng trước·discuss
I don't see any on data on nutrition in that reference.

Organic grown food tends to be higher in anti-oxidants and secondary metabolites, possibly because the plant immune system is activated more frequently due to better microbial biodiversity. From what I remember at least - it doesn't maintain any advantage in macronutrient density (carbs/nitrogen etc.)
hnmullany
·2 tháng trước·discuss
Organic grown food is more nutritious and I'm glad we have a significant percentage of farms who have gone organic, but the yield gap is very well documented. Organic fertilizers release nutrients slowly and unpredictably and can't match artificial nitrogen for plant uptake.

E.g. a 25% average yield penalty in this meta-analysis:

Alvarez, R. (2022) ‘Comparing Productivity of Organic and Conventional Farming Systems: A Quantitative Review’, Archives of Agronomy and Soil Science, 68(14), pp. 1947–1958. doi: 10.1080/03650340.2021.1946040.

I studied the productivity benefits of adding beneficial fungi as part of my master's thesis. On average they provide a yield benefit, but it's not ubiquitous and they're far more likely to work in arid and semi-arid soils that have poor microbial diversity in their baseline. They don't tend to be as effective in temperate soils - partly because they have to compete with existing soil microbes.
hnmullany
·2 tháng trước·discuss
I think he peaked in the aughts - his latest stuff is ho-hum.
hnmullany
·3 tháng trước·discuss
I came across one of these in 2018 with a "hot" open source company raising a Series B. An impressive star ramp (about 300% YoY growth) before the (high-priced/competitive) raise and three months later Github had revoked almost all the star growth from the previous year, resulting in a 20% YoY record. The company eventually got acquihired.
hnmullany
·4 tháng trước·discuss
Battery chemistries for grid storage are moving toward commodity elements and rapidly reducing reliance on rare earths. Sodium and Iron/Air batteries can take over fairly easily.
hnmullany
·4 tháng trước·discuss
Just a note that 46,000 is a 2050 target - which covers current demand AND all the growth in electricity and heat demand over the next 25 years.
hnmullany
·4 tháng trước·discuss
Solar still makes sense economically in the US without explicit subsidies - that's why it is still getting built.

But the Trump admin is also with-holding permits and cancelling long distance transmission that would allow it to reach non-local markets. The fossil fuel industry is also sponsoring astro-turf campaigns on the local level to ban new deployments.
hnmullany
·5 tháng trước·discuss
Heroku got a lot of attention and funding within Salesforce at least for the first few years - they grew from about $1M in ARR when they got acquired, and I think they peaked at around $200M (second hand - so I don't know if part of that was funny-money revenue allocated from Enterprise agreements.)
hnmullany
·6 tháng trước·discuss
Nuclear capacity additions in 2025 were about 1% of solar additions - there is no comparison.

Nuclear capacity: +2GW in 2025 (https://world-nuclear.org/information-library/country-profil...)

Solar capacity: ¬300GW capacity

https://english.www.gov.cn/archive/statistics/202512/26/cont...
hnmullany
·6 tháng trước·discuss
The cheapest solar auction to date was $13 per MWh (middle east) - so utility solar in the best regions is already very very cheap. When you add 4hr batteries, it's still competitive with CCG gas - in the $50 range.

The cost models for first generation fusion plants show ¬$400 per MWh - it will take a while for them to get to reasonable cost levels.

Recycling of mono-crystalline solar (the dominant tech today) and modern turbine blades are solved problems.
hnmullany
·6 tháng trước·discuss
That wikipedia article needs to be updated for the last few years.

2025 was the first year where coal generation declined YoY. Nuclear capacity additions in 2025 were about 1% of solar additions - there is no comparison. Primarily solar and secondarily wind is the core generation strategy.
hnmullany
·6 tháng trước·discuss
Mono-crystalline silicon - which is now the dominant technology - is a pretty clean, but thin film PV - which is on the wane - had high heavy metal content. Good news.
hnmullany
·6 tháng trước·discuss
Coal generation production in China did decline in 2025 vs 2024 - but that was the first year for it to happen.
hnmullany
·6 tháng trước·discuss
It's two orders of magnitude difference between renewables and nuclear though. China commissioned about 3GW of nuclear and almost 300GW of solar last year.