vu0tran

Joined 15 years ago

Karma
1,707
Submissions
151
Member since
Jul 14
What I am even doing with my life I don't even

YC Badge: 0xbbb534e36d7b815fe9835faa3a8640d3341ccc99

View on Hacker News

Recent submissions

Comment · 1 year ago
Thanks for giving it a read! Honestly, I hope you're right and I'm wrong. I think for the most part, the things that people talk about and try to predict don't usually come to fruition. It could be that I'm just completely off my rocker and absolutely wrong, in that case, great. Or, it could be that the things we talk about, people internalize which enables us to sidestep the bad reality. Who knows!

Predicting the future is hard and people are never 100% correct.

Comment · 1 year ago
Yeah you might be right. I typically am a lot more bull than my other colleagues lol. I don't think I'm far off though. I might be several years off, but definitely not 10s of years IMO
Comment · 1 year ago
Author here. Thanks for reading. I've been thinking about this for a long time. I used to work at Snapchat where a lot of the talking points were still centered around the "Social Dilemma".

As I've transitioned to working on AI, I think the average person doesn't understand how there's a gigantic underbelly that's just purely dedicated to pornographic use – whether that's in erotic roleplaying with LLMs, or generating pornographic images with diffusion models. It's massive, but largely not talked about and remains out of view.

From my experience, when you go from text to image, it's basically an order of magnitude change in the dopamine response.

When you go from image to video, it's essentially another order of magnitude.

What I'm trying to say is... I don't think we're ready for what's to come...

Comment · 4 years ago
ehh... to be fair, lots of companies did much worse. Lots of companies in Fintech during the run up.
Comment · 4 years ago
[1] Price to Sales is a company's reported last 12 months of revenue divided by their market cap at that point in time

[2] If anyone wants a weekly report, submit your email here: http://eepurl.com/h8Q-UD

From July 30th 2018 to July 30th 2022, price to sales ratio has changed accordingly:

Ecommerce: -21.4%

Travel: -23.8%

SaaS: -27.0%

EdTech: -69.6%

FinTech: -26.3%

Healthcare: +14.9%

Supplychain: -27.9%

Comment · 4 years ago
Comment · 4 years ago
https://equities.fyi/company/instacart

Uber / Lyft get a multiple of about 1x. DoorDash gets 4x. Instacart did $1.8B in revenue so even at a generous 6x multiple, it's only $11B...

Live from the official Hacker News API

A modern reader for Hacker News · SvelteKit + Skeleton