Halvor V.

1.6K posts

Halvor V.

Halvor V.

@halvorviv

i love learning

not greenland, probably Katılım Temmuz 2019
560 Takip Edilen139 Takipçiler
Windy Ana Jones
Windy Ana Jones@Knutos·
Ikke noe påskebudskap her nei. Feil religion.
Windy Ana Jones tweet media
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Halvor V.
Halvor V.@halvorviv·
@KamronCraig28 @I_AmAusaka @MelohRush No way to tell obvs - but I think it has more to do with the tech, bedrock is built to have addons officially supported without modifying source files. Not necessarily to do with demographics
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🦝MelohRush🦝 - RERUN
In the age where literally everything is either a subscription service or a battle pass, Minecraft continues to update the game for free with new content No matter how small of an update, I will always be more appreciative of them than any other company that charges for updates
Minecraft@Minecraft

TINY TAKEOVER IS HERE!!! Tiny Takeover has officially stormed Minecraft! New versions of baby mobs are causing cuteness overload across biomes and builds. Pack your golden dandelions, craft name tags, and get ready to collect, cuddle, and coo over our new tiny rascals. Read more about it here! msft.it/6019QtO8N

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Halvor V.
Halvor V.@halvorviv·
@KamronCraig28 @I_AmAusaka @MelohRush If you think those figures are both accurate and are representative of the profit for mojang i think you might want to go back to that «understand how businesses work» point
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Halvor V.
Halvor V.@halvorviv·
@KamronCraig28 @I_AmAusaka @MelohRush «if bedrock dident exist they’d make Java into bedrock» sure I don’t disagree with that. Nothing inherent about bedrock that makes it profitable, it’s its features that does
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Halvor V.
Halvor V.@halvorviv·
@KamronCraig28 @I_AmAusaka @MelohRush … also this is not something you could confirm with public figs (but neither is your argument so be it), but I have a hunch marketplace rev > Merch
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Halvor V.
Halvor V.@halvorviv·
@KamronCraig28 @I_AmAusaka @MelohRush I love that analogy - because of two things: (1) marketplace IS that overpriced stuff, and (2) notice I dident say marketplace. I said bedrock. What demographic do you think is over represented on merch sales? Where do they play?
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Halvor V.
Halvor V.@halvorviv·
@Karam135R @I_AmAusaka @MelohRush (1) they were significantly smaller in size and (2) things change, new sales go down. No doubt up until some point Java was worth updating on its own
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Halvor V.
Halvor V.@halvorviv·
@I_AmAusaka @MelohRush Java wouldent be getting free updates if it weren’t for bedrock but Java players are not ready for that conversation
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Ausaka Yuki
Ausaka Yuki@I_AmAusaka·
@MelohRush You're glazing them too much that you forget the fact that they disowned a very much optimized version of the game and replaced it with a version that is solely a cash grabbing shitshot
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Halvor V.@halvorviv·
@burkov @bcherny Seems like a fantastic argument for who you should have attribution to be able to track what was/wasent AI? What?
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BURKOV
BURKOV@burkov·
@bcherny I would prefer not to have it enabled by default. As several folks mentioned this below: the IP of the AI-generated code is a legal grey area right now, but it will not always be the case.
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BURKOV
BURKOV@burkov·
When Anthropic adds "Built with Claude" to every commit, it looks as dumb as when iPhone users send their emails with the "Sent from my iPhone" signature.
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Hitesh Ceon
Hitesh Ceon@hiteshceon·
@JesseLi48096164 How can they have failed before they have been launched? You are not very sharp, are you?
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Halvor V.
Halvor V.@halvorviv·
@KobeissiLetter How do you manage to confuse a global war with a short squeeze? Unreal level of incompetency
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is truly incredible to watch: 5 minutes ago, US crude oil prices surged above $91.50/barrel. Now, we are above $92.50, adding +$1/barrel in 5 minutes. This puts prices up +$12/barrel in 9 hours. We are witnessing a historic short squeeze as we speak.
The Kobeissi Letter tweet media
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Halvor V.
Halvor V.@halvorviv·
@ArthuronHL «There’s an incentive for mngt to increase stock price» > same mngt that has a huge personal stake even after IPO [attaches pic of a side bet with no equity in the company]
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arthur.hl
arthur.hl@ArthuronHL·
I think buying pre-IPO companies is a cheat code. There's a lot of incentive for founders to raise at higher and higher valuations (less dilution, investors happy, etc). They then dump shares after the IPO. So you basically get charts that look like this.
arthur.hl tweet media
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Halvor V.
Halvor V.@halvorviv·
@karrisaarinen @FredrikHjelm4 Stø (the ppl behind bankID in norway) recently announed they’ll start issuing accounts themselves to decouple banks from bankid. So atleast here the solution is coming
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Karri Saarinen
Karri Saarinen@karrisaarinen·
Well try to roll BankID or anything that you love about the Swedish system across the whole Europe. Good luck. That’s more less same situation with US States. EU inc is probably best bet solving the standardization problem to some degree. On the leaving businesses alone is more of governments attitude and policy problem/people clearly don’t have enough things to do to. In Finland I’ve had founders getting serious notes from the local irs or governments because they haven’t heard of SaaS and think it’s suspicious. (Also as a Finn living abroad, hate these bank id systems because you need a bank, which is challenging if you don’t live in the country. I don’t think auth should be outsourced or controlled by for profit financial institutions.)
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Fredrik Hjelm
Fredrik Hjelm@FredrikHjelm4·
Is the US actually that business friendly? I set up a Delaware topco last year. Swedish OpCo underneath. The public sentiment then was "America is incredible for business, Europe is a nightmare." Here's the honest take: The start was great: Incorporation was fast and painless. We didn't even provide ID or passports, which felt almost too easy. No real background check? Mercury gave us a bank account almost instantly. Shoutout @immad. In Sweden that can take weeks for KYC reasons Then things got weird: To register shares for the founding team, we had to send physical UPS letters to a Texas IRS office and wait for them to come back stamped. In Sweden you do this online in two minutes We got our EIN number, but needed the original sent by mail or fax for banking purposes. Mail. Or fax As foreigners, we couldn't even use the IRS online application at all And when the online system IS available, it has restricted hours. A website. With opening hours Then the US government went into shutdown. Everything froze. 40 day wait. Banking put on hold Accounting is a similar story. The US feels 20 years behind Sweden, where everything is online and accessible via BankID All of this drives huge professional services spend Lawyers and accountants just to navigate bureaucracy that shouldn't exist The US wins 0 to 1. Fast, frictionless, incredible private infrastructure But Sweden wins on steady state. More digitized public services, lower compliance overhead, less nonsense. I love America, but "America is so business friendly" is half true. Depends which half of building a company you're talking about
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Halvor V.
Halvor V.@halvorviv·
@Defiantclient2 @KevinLMak Which goes to the point I was objecting to: «if you are a bear you NEED to discount cash flows». No. You need to have a position of if the company will succeed. You don’t need to open excel to do that
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Halvor V.
Halvor V.@halvorviv·
@Defiantclient2 @KevinLMak I never said it was wrong. I said it’s overstated to say it’s necessary. I’d much rather listen to someone with a reasonable thesis on why it’d fail than someone crunching numbers in excel who spent more time crunching than justifying and researching assumptions
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Halvor V.
Halvor V.@halvorviv·
@Defiantclient2 @KevinLMak Note; i dont really care about ASTS or any particular stock discussed here - DCF just seems to be used as this buzzword to invalidate someones point, which seems counterintuitive. Much more worthwhile to discuss things like margin and topline growth, the assumptions behind andwhy
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Halvor V.
Halvor V.@halvorviv·
@Defiantclient2 @KevinLMak What gives you the confidence to concluce it is directionally correct? I think you're also misconstruding the point that lies in that statement. It implies that they don't believe there is much future rev. growth (which is equally an assumption).
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