200 karma · joined October 7, 2015
I experienced something similar with Clod Run: inexplicable scaling events based on CPU utilization and concurrent requests (the two metrics that regulate scaling according to their docs).
After a lot of back and forth with their (premium) support it turns out there are additional criteria, smthg related to request duration, but of course nobody was able to explain in details.
Often the problem with refactors is that don't come with enough of these new ideas , there's no real progress, it's mostly moving things around.
https://www.docker.com/blog/how-to-deploy-on-remote-docker-h...
I suspect most data warehouses have similar NDRs.
In many companies a data warehouse is the place where you dump all your data and let everyone run poorly written programs against it.
Add to that poor engineering culture in data teams (often lead by non-technical people) and costs are bound to skyrocket.
0: https://en.wikipedia.org/wiki/Willy%E2%80%93Nicky_correspond...
edit: I meant the correspondence between the third cousin, Wilhelm II, and Tsar Nicholas.
> there's no selective pressure for it to become less lethal.
> If people take measures to prevent spread of a disease that’s literally selective pressure.
How trying to slow down its spread can "force" it to become less lethal?
The only possible answer is that lower lethality gives it more time to spread around right?
It turns out Covid has a long incubation period, in fact plenty to use the host to infect other people.
Tl;dr: Given the length of the incubation period a less lethal virus would not gain much in terms of its ability to spread. That's the thesis I'm hearing.
Also, precisely because macro is hard, these analyses often feel superficial.
Inflation, especially if exogenous, can negatively impact the economy but at the same time cash-alternative assets become more attractive. What's the ultimate effect there?
And what about historically low interest rates? Don’t they warrant a shift in investment preferences towards stocks?
Wether a macro prediction turns out to be right or wrong it’s rare to read a deeper argument than “things are too high must go down”.
> The people have dramatically altered their behavior on a global scale (on average anyways) because of COVID’s lethality. There is absolutely selective pressure in that dimension.
This reads to me: "Covid is certainly more lethal than the average flu, therefore is undoubtedly getting less lethal" (effect of selective pressure). It doesn't make much sense.
> there wouldn’t be anywhere near the amount of research into medical intervention
Right, how's that has to do with whether there's selective pressure or not?
It almost feels like you are attributing a different meaning to "selective pressure", but cannot understand which one.
I also heard the opposite thesis btw, higher transimissibility might sacrifice something in terms of lethality. Like you can't really add much as I'm not an expert.
But I wonder: isn't a random mutation unlikely to improve on any of its profiles (transmissibility or lethality)? If so a more transmissible virus is unlikely to also be more lethal.
What if (not sure) a random mutation actually tends to do slightly worse? Then more transmissible viruses tend to be less lethal over time.
Sure we still get more lethal mutations from time to time, but the more transmissible ones are the ones which win out.
It is possible to engineer currencies to be inflationary/deflationary without an external authority.
It just cannot be a guarantee as there are many other factors to take into account.
Surprisingly they don't understand what inflation means despite having just quoted its definition a few paragraphs above.
Inflation doesn't mean that we "have more of something", it means we "need more of that something" to buy the same good over time.
Do we today need more bitcoins to buy a pizza compared to 2013?
Dogecoin is at least honest, so many other "jokes" including Bitcoin, contemporary art, some stocks etc...
If people want to play a game of musical chairs, I rather prefer this game to be called exactly what it is.
It surprises me to see so many warnings about Dogecoin and so few about Bitcoin for instance. People actually believe there's any relevant difference?
The value of a coin is determined by the expectation of selling it in the future at a higher price, nothing else.
These expectations are affected by the supply level only via auction dynamics: lots of newly mined coins in a short timeframe tend to result in big sell orders and downward pressure on the price.
That's an effective but also very limited way to impact the price. For instance the increase in supply of a non-speculative asset reduces its marginal utility: the more oil available the less useful it becomes.
But there's no theoretical limit to the price of a coin and therefore no limit to the return one can expect!
As it's all about auction dynamics, a highly inflationary speculative asset with well-timed and strategic increase in supply could very well defy any macro supply-demand logic.
He's on AWS, he could have gotten all those benefits with ElasticBeanstalk or ECS even. Plus no yaml files but actual IaaS (terraform etc.) and much better integrations with the other AWS services.
I'd personally still use EC2 for a blog, but if you're looking for convenience/battery-included type of thing...yes I'd argue you're better off just doing X instead.
Isn't that what money really is about?
Debt and money go together. When you take on debt your creditor can decide to sell his credit to somebody else, de facto using your promise to repay your debt as a currency.
Isn't your promise...just a promise? Yet you can buy stuff with it?
There's enough "more to it", to make this statement incorrect.
You're describing Graham's style of value investing, Buffet's style is significantly different.
In fact the term "value investing" has now a very loose definition, since so many different styles are grouped under this term.
I'd say this is the most appropriate definition: "Investment is most intelligent when it is most businesslike" (straight from the Intelligent Investor).
In other terms, any type of investing that's not based on speculation is value investing.
Given what he thinks he understand there's not enough opportunities to allocate this amount of capital.
I guess that's why he hired the two new managers. By the way they did come up with some of the best ideas in recent years like Apple and Snowflake.
Was going to say. Most of the times all it takes is to have a proper data model.
For analytics I favour de-nomarlized schemas and, if necessary, nested fields. Queries are much easier to write (fewer joins), much faster, no need to incrementally materialize (sigh), fewer backfills and no messy field definitions.
What you often see instead is highly-normalized data models with an un-trackable amount of materialized views (usually on top each others) and some complicated tools/solutions to try to deal with all that mess. The cost of a bad design.
But also, maybe even important, it makes things less transparent. I want to be able to refer to the original CloudFormation docs (even when using Terraform) without "translating" every time.