Hacker News: drinkzima

New comment by drinkzima in "An AI agent published a hit piece on me"

drinkzima — Thu, 12 Feb 2026 17:55:27 +0000

Archive: https://web.archive.org/web/20260212165418/https://theshambl...

New comment by drinkzima in "De-dollarization: Is the US dollar losing its dominance? (2025)"

drinkzima — Tue, 20 Jan 2026 16:42:08 +0000

The issue is that there isn't a great alternative.

The euro is difficult to manage because of the diffuse control, pound an even smaller economy, RMB just not global enough (and tough argument to see that happening), gold/bitcoin/whatever not the same inherent stability.

Indeed the dollar weakening, but nothing really to take it's place.

New comment by drinkzima in "Ask HN: What are good high-information density UIs (screenshots, apps, sites)?"

drinkzima — Thu, 08 May 2025 20:36:11 +0000

I think the home buying sites do a decent job here for both search and drill down.

Redfin search: https://www.redfin.com/zipcode/94110 Redfin listing: https://www.redfin.com/CA/San-Francisco/3000-3006-26th-St-94...

New comment by drinkzima in "Self-Serve Dashboards"

drinkzima — Tue, 11 Jun 2024 16:01:18 +0000

The straw man is always that self-serve fails because every user cannot use data well at work. The reality is some users will be inclined to solve their own problems and others will not, but self service is available to many users with deployed BI, and SQL is nearly always not the way they are doing it.

Most times I see this type of article, it's with folks that have never worked in a modeled BI tool. Salesforce data, for example, is very complex. But an ability to make a table of live opportunities with metadata and order them freely, next to usage data in an app is self service BI. It's not hard; it takes some setup; but it's self service.

The idea that folks can jump from business understanding to fully mapping the data as it lives in the data warehouse, on the other hand, is not trivial and won't be. The nuance of the real world is hard.

Different types of users need different interfaces - SQL all the way down to point and click. And there's no free lunch on modeling raw data to bring it to a consumable place for the company.

Google Jamboard Getting Deprecated

drinkzima — Thu, 28 Sep 2023 20:34:17 +0000

Article URL: https://www.theverge.com/2023/9/28/23894509/google-jamboard-whiteboarding-app-graveyard

Comments URL: https://news.ycombinator.com/item?id=37695435

Points: 6

# Comments: 1

New comment by drinkzima in "Instacart S-1"

drinkzima — Sat, 26 Aug 2023 05:06:44 +0000

Gross profit is what most people think of as revenue. What they start with after goods and shoppers less COGS.

New comment by drinkzima in "Deposit insurance maximization as a service"

drinkzima — Wed, 05 Apr 2023 21:30:38 +0000

I don't understand why you would do this when short term Treasuries or money market funds exist. There are far better solutions than what you suggest.

Faster Analytics with Apache Arrow

drinkzima — Wed, 19 Oct 2022 17:20:33 +0000

Article URL: https://www.exploreomni.com/blog/analytics-faster-with-apache-arrow/

Comments URL: https://news.ycombinator.com/item?id=33265184

Points: 2

# Comments: 0

New comment by drinkzima in "Ask HN: Why don't we have 3 day weekends yet?"

drinkzima — Thu, 01 Sep 2022 19:42:58 +0000

It's mostly false: https://fred.stlouisfed.org/graph/?g=1Pik

New comment by drinkzima in "Ask HN: Why don't we have 3 day weekends yet?"

drinkzima — Thu, 01 Sep 2022 19:42:20 +0000

We have metrics for these things ("Capitalists are taking a larger and larger share every year"), no need for hyperbole: https://fred.stlouisfed.org/graph/?g=1Pik

New comment by drinkzima in "Google fires engineer who called its AI sentient"

drinkzima — Sat, 23 Jul 2022 00:34:29 +0000

Good Bloomberg interview with him (month old): https://www.youtube.com/watch?v=kgCUn4fQTsc&ab_channel=Bloom...

New comment by drinkzima in "Hot or Not?"

drinkzima — Wed, 22 Jun 2022 22:16:00 +0000

Has anyone found credible research around mean, min, max, average vis-a-vis climate change? Quick search didn't surface anything beyond lots of average temperatures and median forecasts, but less about the distribution of climate.

Edit: trying to understand the decomposition of average temperatures increasing (more hot days, hotter hot days, etc)

New comment by drinkzima in "Update on Hiring Plans"

drinkzima — Thu, 02 Jun 2022 23:01:49 +0000

They burned almost a billion dollars in operating cash flow last quarter, and nearly all of their profitability in the past flowed from retail, which has shifted down dramatically. Not quite as simple as extremely profitable.

Page 10 for basic breakdown: https://s27.q4cdn.com/397450999/files/doc_financials/2022/q1...

New comment by drinkzima in "Show HN: Find the 10 highest and 10 lowest correlations to any stock"

drinkzima — Tue, 03 May 2022 18:40:38 +0000

More here: https://quantdare.com/correlation-prices-returns/

New comment by drinkzima in "Show HN: Find the 10 highest and 10 lowest correlations to any stock"

drinkzima — Tue, 03 May 2022 18:36:02 +0000

Maybe single day move on acquisition announcement - ATVI up quite a bit on 1/18, MSFT down that day.

As an aside, the methodology says "We calculate the correlations between 2 securities on the daily closing values of the last 20 years. If one of the two securities has not been on the market for so long, we use all available prices to calculate the correlation." - hopefully the author means daily changes, not daily values, because otherwise everything is spurious.

New comment by drinkzima in "Pro rata is a bad term for founders"

drinkzima — Mon, 11 Oct 2021 22:22:45 +0000

Yep, odd is probably the wrong word, I just find the specific transferability term egregious.

New comment by drinkzima in "Pro rata is a bad term for founders"

drinkzima — Mon, 11 Oct 2021 22:12:39 +0000

Specific terms that offer pro rata re-assignment at YC discretion:

"Neither this Agreement nor the rights contained herein may be assigned, by operation of law or otherwise, by Investor without the prior written consent of the Company; provided, however, that this Agreement and/or the rights contained herein may be assigned without the Company’s consent by the Investor to any other entity who directly or indirectly, controls, is controlled by or is under common control with the Investor, including, without limitation, any general partner, managing member, officer or director of the Investor, or any venture capital fund now or hereafter existing which is controlled by one or more general partners or managing members of, or shares the same management company with, the Investor."

New comment by drinkzima in "Pro rata is a bad term for founders"

drinkzima — Mon, 11 Oct 2021 22:01:41 +0000

This seems odd to write, as [I believe] YC has one of the strongest, least-founder-favorable versions of pro rata. YC sets so many market terms for startups, they could change this dynamic.

New comment by drinkzima in "Silicon Valley stirs over proposal to end popular QSBS tax break"

drinkzima — Wed, 15 Sep 2021 06:37:02 +0000

In all of this fever people seem to be ignoring this is a diff of $2m of tax incentive down to $1m of tax incentive on someone taking home $6m dollars (the diff between long term cap gains and the 0% with and without the 50% exclusion on $10m).

It’s sad for that person, but the most meaningful impact is to VCs and angels that receive this exception multiple times. Less than the diff of leaving California for a single exit.

New comment by drinkzima in "Monday.com Files IPO"

drinkzima — Mon, 17 May 2021 17:01:40 +0000

"Additionally, our Net Dollar Retention rate for all of our customers was 100%, 105% and 107% for the three months ended December 31, 2019 and 2020 and March 31, 2021"

Above water, but low for SaaS: https://miro.medium.com/max/1400/1*M7c6_AvmAF0ehB7ebbpAeg.pn...

Via: https://medium.com/@alexfclayton/saas-ipo-net-dollar-retenti...