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antr

20,933 karma · joined July 14, 2011

energy investor who fell in love with tech

antr at hmamail dot com

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antr··on M1 Mac mini overtakes entire Japanese desktop market in less than 2 weeks
I don't see Apple giving users the option to upgrade their Mac Minis to third party storage solutions.
antr··on M1 Mac mini overtakes entire Japanese desktop market in less than 2 weeks
Unrelated comment.

I've seen the M1 Mac Mini teardown, and this new model has retained the same footprint as its Intel predecessor despite it looking like much less space was needed. I really look forward to a much smaller mac mini version in the future.

antr··on Stripe Climate
I'm an energy investor (primarily focused on renewables), and I couldn't disagree more. I could go on an on with examples of how government intervention has created busts across the renewables space for the past 20 years, and has thrown down the drain billions of tax payer money. I'd like to keep governments out of something that works without them.
antr··on Apple CEO Impressed by Remote Work, Sees Permanent Changes
That $5bn will get amortised either way, used or not used by employees.

What I can assure you is that with ~$200bn in the bank account, this a drop in the bucket, and has not affected any remote work decision.

antr··on Swiss companies must pay share of rent for employees working from home
Thought:

- Companies that now realised that remote schemes works for them, will push for that scheme to remain, with the aim of reducing their fixed costs (office rent, utilities, insurance, etc).

- This eliminates a big chunk of fixed costs... as most are shifted to the employees.

- If authorities/employees start demanding that part of those costs are covered by the company, companies will push to get avoid work-from-home schemes, as they will want more control over those expenses...

I'm sure that there are other unintended consequences, such as higher rents, but who knows.

antr··on Google inserts links to its Duo video chat app when users text about Zoom
Many of Google's recent market practices feel very much like those of Microsoft in the late 90's, early 2000's. Producing unappealing products, and trying to use their influence to (unsuccessfully) deter users from switching to comeptition.

Search is to Google what Windows was/is to Microsoft then, their core business, but all other efforts/products/services seemed fringy.

antr··on Varoufakis to Publish Notorious Eurogroup Recordings from 2015 Meetings
It's the Greek politicians who put the country in a life or death situation. Greece has had +100% of debt to GDP for decades, spending that debt on god knows what.

It's 2012-2015, Greece is about to default on that very debt, and asks responsible countries to guarantee Greek debt... and they want the Eurogroup to guarantee it because they want to issue more debt! Issue more debt! A country that is unable to repay it's current debt!

Varoufakis, playing with people's lives and futures...

antr··on Mondragon Corporation
You're mixing your views and opinions with facts.

All I can tell you is that our legal/compliance team did reach out to authorities.

As you can imagine, I won't entertain your ideology discussion when I'm refering to facts.

antr··on Mondragon Corporation
We did.

The Mondragon Group already had some history of financing terrorism(1), but we didn't know affiliates outside the Basque Country could be involved. Ecotecnia was based in Barcelona.

(1): http://www.interior.gob.es/noticias/detalle/-/journal_conten...

antr··on Mondragon Corporation
Comment history? Left wing groups terrorists? Please enlighten us with your research.
antr··on Mondragon Corporation
I wouldn't hold Mondragon Corporation to a very high standard. Back in 2005-06 the company I worked in was intending to acquire Mondragon's wind turbine business (Ecotecnia). This was finally acquired by Alstom.

During the due diligence we saw the high level of political corruption, and terrorism financing Mondragon was involved in. Very distrubing. Once we saw this, we stopped looking at the acquisition.

antr··on Warren Buffett throws in the towel on newspaper empire
Deceiving headline, here's the real transaction:

   > Berkshire is lending Lee $576 million at a 9% annual rate for the purchase and to refinance other debt.
antr··on U.S. wants the EU to accept chemical-washed chicken as part of trade deal
Indeed, and remember to add to that the additional £350 million a week to the NHS. It'll be better than living in Shangri-La
antr··on Nuclear power is the only green solution (2004)
Your're mixing a non-GHG emmitting technology with waste. Apples and oranges.
antr··on U.S. wants the EU to accept chemical-washed chicken as part of trade deal
If the EU doesn't the UK will
antr··on [dead]
Vilaweb... one of the many propaganda outlets for the pro-independence Catalan government.

Next on Hacker News, articles from Fox.com, Breitbart News, and more...

antr··on Over $9T of Federal Debt Will Mature in the Next Four Years
It will simply be refinanced, like all other debt with sizeable balloon payments. The underlying problem is not the so much the maturity, which can create liquidity issues, but the continued use of debt to finance government deficits.
antr··on Bloomberg Healthiest Country Index – 2019 edition
Page 6.

Page 9 is central administrative costs, and then, if we put your private expenditure figure into perspective: in 2010 (highest of the series) private costs were €82m vs €69,000m total healthcare costs in 2010. That is a 0.12%

antr··on Bloomberg Healthiest Country Index – 2019 edition
Feel free to share with us another official source that shows that this increase in expenditure is a result of capital going to private players. There is a big difference between "seeing a pattern" and "believing in a pattern".
antr··on Bloomberg Healthiest Country Index – 2019 edition
There is an argument made towards "rampant privatisation", i.e. a transfer of a business from public to private control. However, data shows that government expenditure has increased above CPI, the driver of prices (not an output like "GDP per capita", which for some reason you refer too as an economic driver of sorts). I cannot observe, from official data the I link to, a slow down in public healthcare investment by the Spanish government, and definitely not an increase in expenses due to the Government paying private healthcare players. Feel free to dive into the data and indicate otherwise. I'm not here for armchair politics.
antr··on Bloomberg Healthiest Country Index – 2019 edition
Please refer to the url provided, it's there for a reason
antr··on Bloomberg Healthiest Country Index – 2019 edition
Please be a bit more serious, change rate between 2002-2016 is closer to 30%. If you want to make up numbers and conclusions be my guest. I'm not here to play Trump-mathematics
antr··on Bloomberg Healthiest Country Index – 2019 edition
1. the numbers are government healthcare expenditure, not private healthcare expenditure

2. CPI won't change a the bottom line take-away. Feel free to run the numbers.

antr··on Bloomberg Healthiest Country Index – 2019 edition
Rampant privatization?

Spain's public healthcare expenditure[1] was:

    38.552 €bn in 2002, and
    66.678 €bn in 2016 (latest official year),
this is a 73% increase in 14 years.

On other hand while population was

    41.31 m in 2002, and
    46.48 m in 2016,
A 13% increase. This is a 53% net increase in expenditure per capita. I'm curious to know what "rampant privatization" to you means, as government/public expenditure has by no means slowed down, quite the contrary.

In my opinion, healthcare expenditure is out of control. But that is a completely different debate.

[1] http://www.mscbs.gob.es/en/estadEstudios/estadisticas/inforR...

antr··on WeWork’s CEO Makes Millions as Landlord to WeWork
Just look at WeWork's WEWORK COMP. 18/25 REGS bond. Total junk. Can't wait for an economic slowdown in 2019/20, and see WeWork default on its debt holders.
antr··on Europe Finally Has an Excuse to Challenge the Dollar
That is because your are looking in the wrong place. Please refer to the Joint Comprehensive Plan of Action. In the JCPOA sanctions are regulated.

As long as Iran agrees to nuclear restrictions in exchange for the financial benefits of sanctions relief (as agreed in the JCPOA), the other members should be safe from a legal standpoint.

Additionally, the EU Blocking Statute [1] came into force, mitigating any sanctions that the US might impose due to companies trading with Iran.

[1] http://europa.eu/rapid/press-release_IP-18-4805_en.htm

antr··on Europe Finally Has an Excuse to Challenge the Dollar
You said it: non-arbitrary
antr··on Europe Finally Has an Excuse to Challenge the Dollar
RoW: Good luck defending arbitrary behaviour in front of a court
antr··on Mercedes Readies First Tesla Rival in $12B Attack
In my book 135 km/h for a car designed for the city is fast
antr··on Mercedes Readies First Tesla Rival in $12B Attack
I agree. However, from the reviews I've been reading from all three Tesla models is that their built quality is far from their Audi, BMW and Mercedes equivalents.

I guess that what I'm trying to say is that the Model 3 value proposition is that it is an EV, but quality/finishes it is yet to match others. So then, if I want an EV, I'd go for a Zoe from a value for money perspective.

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