Recent submissions

Comment · 1 month ago
I did a small research project based on medical billing challenge data (https://medgis.te0.io/). I tried to correlate the data to PE firms (best effort). As far as I could tell they were just a volume player but not the worst. After talking to people in the industry, theres some real sleezy doctors out there. Some do appointments at hospitals even if not required so they can charge more. There’s more anecdotes. All the incentives are messed up and I’m not sure how to fix without policy changes.
Comment · 5 months ago
I think an unintended byproduct of prolonged cheap capital is an environment ripe with antitrust issues. I’m all for capitalism mentality but this feels like a logical extreme and is not good for the long term.

Other examples not mentioned: eggs, kids athletics, I’ve heard stories in fintech services as well

Comment · 1 year ago
Not trying to detract from the OP, but to provide a combination I have running in production for 2 years.

- aws cdk (with outputs) - https://github.com/zappa/Zappa - a python script which stitches outputs from cdk into the zappa config - extra python scripts to do a few small things post deployment. Zappa has some bugs that would be tedious to fix vs 100 lines of python.

Our product has the luxury of only being used during stock market hours and really thrives in serverless everything. We use rds serverless (v2) along with lambdas.

Some of our work is heavy and we’ll dynamically spin up an ecs container which has the hallmarks of a normal django app: redis + celery queues. We try to saturate the ecs container resources with this type of setup. After the container is done, it’ll shutdown.

I was super skeptical of this 2 years ago. 4 envs costing ~$2k/month. I would do this setup again if the product warrants windowed usage.

Comment · 2 years ago
tell that to melvin capital
Comment · 2 years ago
GME was, in my opinion, what occupy wall street should have been. Much more effective even.
Comment · 2 years ago
Not this specifically, but I think I’m starting to see a pattern. Redis, elastic, openai, wordpress. Each came to realize that the open source benefit has a glaring issue with their corporate interests.
Comment · 2 years ago
Let’s not forget the 10% layoff rule just to hire another 10% in the next 6-12 months. Good for everyone, am I right /s?
Comment · 2 years ago
Comment · 3 years ago
I do wonder if Tim Apple would be so bold as to stop selling in the EU for all the rules and regulations that they have been required to follow. It would be amazing to see that play out imo. Like a reverse boycott could happen?

The secondary strategy Timmy could pull is a dumbed down ecosystem in the EU which I’m sure is even worse for everyone. But hey, you’d be able to buy audible books straight in the app. Is it worth it?

Comment · 3 years ago
Comment · 3 years ago
I used https://acquire.com/ in this case. I looked at maybe 80 companies just from the surface. Then inquired about 15-20 of them for more details. After about a week of thinking, zeplo wouldn’t leave my mind. There was one other close contender but zeplo was more present in my mind and had better metrics.

From there it was letter of intent, due diligence, asset agreement, escrow, and asset transfer. Hopefully this helps.

Comment · 3 years ago
Comment · 3 years ago

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