Thinking about thinking. “Because of limits in human mental capacity, the mind cannot cope directly with the complexity of the world. Rather, we construct a simplified mental model of reality and behave rationally within the confines of our mental model.” Most listen to speak, few listen to listen. Leonardo Da Vinci. Because of his proclivity … Continue reading Thinking about thinking.
OKRs, KPIs and Decison Making in Companies
It is surprisingly easy to have this happen, often due to mgmt team attention being elsewhere, metrics collection lagging major trapdoor decisions (like hiring), the costly behaviors feeling really success-inflected in the moment, locally-optimized decisionmaking. Example of locally-optimized decision making: if you hire an ambitious person and give them a budget for ads, it is … Continue reading OKRs, KPIs and Decison Making in Companies
WeWork Meets Credit Market Reality
Just to add a bit more on the credit side of the story. Even though credit spreads have widen considerably since Q4 2018 (we did not see this type of widening in Q1’18, but saw a little bit of it in Q1’16) WeWork’s bond spread continues to widen substantially relatively. Credit market often times provides … Continue reading WeWork Meets Credit Market Reality
Microsoft Launches their own Webcam Product
This is interesting as laptops are getting real thin and semiconductors still continues to obey the Moore’s Law but camera lens has yet to reach magnitude of improvements in terms of thinness...so manufacturers are getting creative on where they can stuff their camera lenses. Latest iPhone is going through similar hardware innovation challenges as well. … Continue reading Microsoft Launches their own Webcam Product
“Here I stand, atoms with consciousness, matter with curiosity”
“Here I stand, atoms with consciousness, matter with curiosity. An universe of atoms, an atom in the universe.” - Richard Feynman. Feynman was a big proponent of optimizing continuous learning beyond the traditional educational institution journey, including things such as “teach principles not formulas” and “give me questions I can't answer not answers I can't … Continue reading “Here I stand, atoms with consciousness, matter with curiosity”
Short-Term US Treasury Yield Curve Inversion
Given the mainstreaming of yield curve inversion, can argue it could either lead to reflexivity in action i.e. cause the behavior it supposedly predicts, or a reflection of goodhart's law i.e. its lost its predictive powers since everyone is watching it. That is in the short-term, the so-called reality will thereby be created by the … Continue reading Short-Term US Treasury Yield Curve Inversion
Modern-Day Franchise Model @ Amazon Flex and Bird
Besides this potentially being the fastest unicorn exit, and/or perhaps, this will boost the next round of financing, this recent scalability push is worth noting. The Bird Platform (similar to Amazon Flex) is set up to let independent operators run their own fleets. Operators upload a logo and choose a sleeve color, and Bird manufactures … Continue reading Modern-Day Franchise Model @ Amazon Flex and Bird
Intersection notepad 