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dr_

3,331 karma · joined November 7, 2010

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dr_··on The Buy and Hold Mindset
If you find current valuations attractive , and plan on dollar cost averaging through the next 12 months, but realize that businesses, management, competitors may change the investment scenario - it makes far more sense to buy a fund consisting of many companies (maybe even the entire stock market) rather than to make bets on individual companies.
dr_··on Bell Works New Jersey
I grew up near here and visit once in a while when I come to see my rents. It’s a nice, large space. The holmdel public library has actually moved into it. Not a huge fan of the surrounding McMansions they’ve built, but Bell Works itself is a good place to grab a bite, go for a walk, grab a drink - and of course to work. Always wondered if the Holmdel area could’ve been SV, but I don’t think there was the same level of entrepreneurial risk taking as there was in the Valley.
dr_··on T-Mobile will start charging a $35 fee on all new activations and upgrades
Same except switched to Visible, which runs on Verizon (May even be partially owned by them, not sure).
dr_··on Elon Musk Owns Twitter; CEO and CFO have left
True. I'm interested in hearing from people I follow, and the comments they make and even the posts they like or retweet. But to recommend other posts to me because the people I follow happen to simply follow (not interact with) other people, really screws with my feed.
dr_··on Smoking, alcohol and high BMI are leading risk factors for global cancer deaths
How does this correlate with research that looks into the very old - populations where people live the longest lives - and find that wine consumption seems to be rather high? I believe there was a link to such research on HN a month or so ago. I’m not denying the risks associated with alcohol - just wondering if all alcohol should be looked at in the same way.
dr_··on Website to Sign Up for the Lyme Disease Vaccine Phase 3 Trial
From Pfizer’s site… but no adverse events were noted from the Phase 2 trial.

https://www.pfizer.com/news/press-release/press-release-deta...

dr_··on Pediatric COVID19 Cases in Counties with and Without School Mask Requirements
But in the larger sample size, the incidence of COVID was just as high, if not sometimes higher, amongst masked children. I found this surprising, but if true, parents and grandparents aren’t really being protected by kids being masked at school.
dr_··on I want an iPhone Mini-sized Android phone
I wonder how much of the limited sales of the iPhone mini could be attributed to the branding? What if Apple were to drop the mini and make this the base iPhone, with the other models being Plus, Pro, Max? Margins may be poorer with Mini, so it likely won’t happen, but I feel mini sales could be much higher if they wanted them to be.
dr_··on How Rivian’s CEO became the anti-Elon
Yea, I've started seeing them in NYC
dr_··on Why Jony Ive left Apple to the ‘accountants’
The article leaves out some of the consequences of focusing on design over practicality and usability. The MacBook Air keyboard had become a disaster. It was as close as one could get to just typing on a hard surface. It was around this time that I switched to a Surface laptop because it felt to me Apple was giving up on their own laptops in favor of the iPhone. Fortunately, they’ve now fixed this.
dr_··on The Kia Instrument
Their Telluride is one of the hottest selling SUVs, it's pretty difficult to buy. Hyundai/Kia seem to be on a tear right now with their newer vehicles.
dr_··on Report: 90% of nurses considering leaving the profession in the next year
Let me add two more payment scenarios: 1) Pay in the form of a credit card number, where the provider ends up paying CC processing fees to process the payment. 2) Ask for the money back, months later.
dr_··on The chaotic collapse of CNN+
I enjoy Alison Romans content on YouTube, was always disappointed that the Times’ canned her. Her recipes and techniques are great, and IDGAF attitude was refreshing. She seemed like she could at some point carry on with what Bourdain was doing, but with her own flair (and tbh she’s a real cook). It seemed like she was transitioning to CNN+ so I may have subscribed for that reason alone. But I guess it will be back to YouTube (for now)!
dr_··on I have formally accepted the CEO job at Cruise once again
Prediction: This is a prelude to becoming the CEO of GM. How well it works is important to the future of the company. From what I've read (Farhad Manjoo's article in the NYTimes about the new Escalade), it seems like it's fairly impressive.
dr_··on Launch HN: Anja Health (YC W22) – Freezing stem cells at birth for future health
Congrats on your launch! We chose not to bank, although it was offered to us. So I guess the first question I’d have is that if this is already offered at the time of delivery, how is your service different. Also, the ACOG currently states “Storing a child’s stem cells in a private bank as “insurance” against future disease is not recommended.” But I realize despite this it’s a personal decision, because who knows what the future holds for these stems cells and their ability to provide a cure for whatever the child may encounter in its future.
dr_··on Spotify deletes 70 Joe Rogan episodes
…and 1-2 of those podcasts were probably Elon Musks appearances.
dr_··on When “Foundation” Gets the Blockbuster Treatment, Asimov’s Vision Gets Lost
Agreed. The show may not follow the book, but it’s entertaining in its own right. Star Wars was essentially a “dumbed down” version of this, the show maintains some complexity - it can get corny at times but you still have to follow what’s going on or you could lose track of the story.

And the Brothers’ are some of the most intriguing sci fi characters that I’ve watched.

dr_··on The Minimum Viable Testing Process for Evaluating Startup Ideas
I read this when it was on Twitter. To be honest, it doesn’t really sound very different than the MVP method. The whole point of the MVP is that it is minimally viable so the founders can test around it before building something full scale that the customer wants.
dr_··on Launch YC S21: Meet the Batch, Thread #6
Congrats on your launch. Question, if the device is suggesting the user may be developing a stroke - what do they do? Do they go to the ER and show the docs that there’s abnormal electrical activity so imaging of the brain must be done? Without physical symptoms, I’m not sure most ERs would be prepared to deal with this…or would they? Or is it assumed symptoms would develop by the time the patient arrives to the ER?
dr_··on United Airlines will buy 15 planes from Boom Supersonic
If this works out, we can probably envision a future for travel where there are different price points for different travel times. Traveling to the other side of the world? Cheapest ticket is your traditional 18-22+ hr flight. Next is your 9+ hr flight. Most expensive is the 1hr trip via a rocket ship.
dr_··on Launch HN: Axle Health (YC W21) – In-Home Healthcare as a Service
Congrats on your launch. So do you hire or contract with actual providers to go into homes?
dr_··on I wasted $40k on a fantastic startup idea
A hospital system is incentivized in some ways to get people discharged as soon as possible and ideally with a good outcome. A service like UpToDate is one of the tools that may facilitate that by providing valuable clinical pearls to facilitate decision making. So it's not surprising that UpToDate is largely paid for by large institutions and academic medical centers, and not as much by individual medical providers.
dr_··on FDA authorizes rapid, at-home coronavirus test
The Abbot rapid test is approved for use in the US, in fact I had it done on me this morning. It has almost entirely been purchased by the government for distribution to the appropriate settings (mostly healthcare/long term care settings).
dr_··on Interview with Bill Gates on Covid, social media
He points out that a standard nasal swab test is as accurate as a nasopharyngeal (deep) swab. This is readily available from labcorp, can be done at home, and the results are reasonably quick, within 48 hrs. It’s covered by insurance and includes overnight fedex shipping.
dr_··on I'm Married to an ER Doc in NYC
Not an ER doc, but a doc in long term care facilities which have been hit particularly hard. Fortunately things have slowed down considerably now, but at its peak it was absolutely nerve racking. There’s an element to this pandemic which many people working in healthcare have felt. We see patients fall sick often, and we see them die often, although this was at an near overwhelming scale. But what we don’t see often is our own colleagues falling sick and, in some cases, dying. This adds a level of despair that I personally had never experienced before, and adds to the stress of the job. Which is why when it is written off by some as nothing more than a bad flu season, I get upset. This is something worse, and despite all the research that’s been done in a short time, still something we don’t fully understand - and something that is not over.
dr_··on Elon Musk reopening Tesla factory despite Alameda County order
Perhaps Tesla can reopen safely - if Amazon can run warehouses why shouldn’t they be able to manufacture cars?

The issue I personally have is that his personal comments, from twitter and from interview (Rogan) suggests that he is questioning how serious Covid is in general and that people have the right to do live how they choose with little regard for how that may affect those around them. He claims that patients with covid like symptoms, but without an official diagnosis, are being counted as covid patients, implying that they shouldn’t be (not true - most are designated under investigation until results are available or, in the early days, there simply weren’t enough tests available). Or that if one has covid, but also has another medical condition that was the cause of death, it should not be attributed to covid (again wrong, in many cases chronic conditions are controlled, until the virus wrecks havoc on the body).

Why would he be doing this? Because by questioning the seriousness of it, a push can be made to open the economy at large, which in many places and environments is still not safe. After all, what is the point of manufacturing Tesla’s if there aren’t enough people there to buy them?

dr_··on What other coronaviruses tell us about SARS-CoV-2
It should be noted, with respect to acquiring immunity, that with SARS-CoV(1), the amount of time after which immunity theoretically could be lost would be => 3 years. If SARS-COV-2 offers a similar level of immunity, that may not be a ton of time, but its not insignificant either, especially if a vaccine could be developed within that time frame.
dr_··on India Could Be Next Virus Hotspot with an ‘Avalanche’ of Cases
It’s somewhat hard to believe that a country with a population of almost 1.4 billion, has only 137 cases and 3 deaths. It’s more likely they have not been diagnosing and tracking the actual cases out there.
dr_··on Data Submitted by the Italian Civil Defense on COVID19 in Italy, Updated Daily
As of this past weekend, both LabCorp and Quest can test for it, according to emails I’ve received from local hospitals. They will not collect samples in their own facilities, but will collect them from physicians offices etc for processing.
dr_··on One Medical S-1
They may be difficult to scale compared to pure software based companies, but they can still scale. Hospitals are difficult to grow and maintain, but HCA still commands a market cap of 50 billion. And if you believe healthcare is moving from more inpatient care to more outpatient based care...
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