kippinitreal

Maybe an alternative model would be too charge the drivers a subscription fee. Could be a typical SAAS model where first 10 rides/month are free and the ability to work unlimited hours costs ~$1k. I don't think you could do this for free as the support costs are likely really high and support is super important when people are putting their lives in the drivers' hands.

Not true if there’s enough competition that you need more resources for a bigger model in 2-3 years. Anecdotally, it seems like SOTA model training costs are rising much faster than computer cost is falling.

I’m pretty bullish on this concept finding market fit, probably less confident about the business model being great. The super interesting feature IMO is how much this lowers the cost to enter the market. I imagine this are super short term leases (maybe...per shift?), no need for POS, simple bulk ordering etc. shifting capex to opex for small businesses will open up the market to a lot of new entrants. I think a comparison to AWS is fair here.

On the financial side, it sort of seems like a race to the bottom for the landlords. I don’t think they’ll have anything like the lock-in AWS has and given how significant the expense will be I would imagine teams being pretty willing to jump for a small savings (which goes to straight to the bottom line). IMO this would be a great move by one of the apps to own, as controlling distribution would lock tenants in.

Sure, but point still applies for things like plagiarism which aren’t enforced legally.

Isn’t “percentage of occupied beds w/ covid” a terrible metric? As states open up and elective surgeries, car accidents etc increase the denominator will inevitably increase and this will appear to go down regardless of any positive change. What is wrong with the much simpler metric of “number of beds used by covid patients”?

Is that $4 billion in bookings or only their take? If it's the latter, then their "real" revenue per employee is much lower. For marketplaces it seems disingenuous when they use the top-line number for revenue given that they can only increase their rake so much.

DM me if interested - we are doubling our engineering intern class this summer, I believe 50-75 more seats, to try and help out folks who've had their summer plans canceled. This would be at least partially remote, but we are considering bring folks to the Bay Area if shelter in place ends early in the summer.

(posted publicly in case others are in the same boat)

Not to support a dataless claim...but...isn't the fact that ~90% of tests come back negative (and tests are hard to get) indicative of their point that the vast majority of people who think they have the disease, do not? AFAIK the testing is not random at this time.

https://covidtracking.com/data/

They had them for wildfire smoke, which seems pretty reasonable.

https://www.bloomberg.com/news/articles/2020-03-23/zuckerber...

The trick (at least on a kindle) is that a book loan doesn’t get marked as closed until you go to the homescreen. Just have to be very careful to avoid that button!

Ha - the anniversary must be why this was available on my flight the other day. While rewatching for the first time in a decade I found the “human battery” idea pretty silly/lazy and thought that through the modern lens there would be two more interesting reasons to farm humans:

1) the computers get addicted to big data and need humans to generate massive data sets for them to analyze

2) the AI is not capable of original thought (just advanced pattern matching) and they farm humans for their ingenuity

It doesn’t seem fair to assume the international ARPU is maxed out just because the US ARPU is. I imagine the lose markets are just less mature and are more focused on growth at this point than monetization (as they should be!). What’s the ratio of US/international ARPU for comparable companies?

Now I’m just imagining a bunch of NLP models subtly learning large scale fraud.

FWIW the Chase Center is 100% privately financed. SF is actually benefitting from private investment into public transportation to/from the arena. Public housing is great, but it’s not like the city chose this instead of that.

I appreciate that this route can help counteract the self-selection bias for narcissists in higher level roles. Most managers/directors/VPs/CEOs etc only become such because they think they belong there. We probably want more humble individuals to get pushed into those roles because others think they belong there.