CharlesDodgson

China has slowed replenishing its reserves as it'd prefer to buy on dips. It's dipping in at times, not releasing barrels to the open market. https://www.reuters.com/commentary/reuters-open-interest/chi...

Could this be a lagging indicator, as in programmes take a while to setup and the budgetary pressure falls into the next term?

let's make this platform a little more 'sticky'

very sad, so much cultural heritage at risk.

All this winamp talk! This makes me nostalgic of hours of 15 year old me downloading every skin to find the "best one", and listening to the Fragile by NIN. Boomy late 90s pre-9/11 days when everything seemed so solid and successful.

oh look, an unnecessarily complex and inefficient way to store data :(

In the crypto world there is a lot of hype around DeFi (decentralised finance) like everything in crypto it a mix of good technical ideas, lots of marketing bd, and a host of obnoxious bros. At the heart of it though there are really interesting things around liquidity.

I will be boring now and say that Cloud services will continue to expand, it's effectively a tax on doing work on the internet and start-ups love using cloud, the idea of maintaining your own servers is considered silly unless their is some particular reason to. I expect to see growth of 20% yoy in that sector for the top 3 players. Azure, GCP and AWS.

Looks lovely, I can see real use for this in my work, postgres and the availabilty of postgis extension is really useful for mapping data and spatially realted queries.

I call it reefer, chuff, party smoke, weed, or less frequently rabbit basil.

Lots of good takeaways.

only if you want to, if not just lie and say you got your degree back then. Realistically it is just a perceptions thing. Maybe look at doing something very specific in your field. Most masters are paid for and won't really look at your undergrad if you are paying.

Thank you, that was a well written and informative post.

Wow, that's some good excel wizardry!

A fool and their money are easily parted!

That's fun!

Thank you , that was a nice read that explained things pretty clearly.

One Day in the Life of Ivan Denisovich is one of my all time favourite books, it is as meaningful with words as the best works of Chekhov and shows the power of the human spirit.

The FT has being talking about this alot in the last few days too.

So how do I make money out of this scenario?

As a non-expert in the specific industry, but a tech person who reads S-1s with interest, I like the look of Cloudflare. It is providing a global infrastructure product and clearly building something that other companies will use and integrate in way that makes it sticky to leave.

I can't remember who said it, but I definitely subscribe to the idea that cloud providers are essentially a tax on businesses that use the internet to drive their business.That makes CF attractive.

My feeling is that the risk that will affect it in the long run are macro: global downturns, over reliance on a specific sector, regulation, freezing out of markets due to unfair competition from local players and spikes in energy costs (curious why this wasn't mentioned in the S-1 specifically)

They also have no outlined plan for the capital they will raise, this may be a good sign, no bold bets, just keep the marketing spend going and achieve greater scale.

It's getting harder and harder to judge if something is a good bet these days. Nobody is actually making a profit, the dual stock structure is troublesome, and the access to capital feels too easy. Ir frustrates me that it's impossible (for a mere mortal with €500 a year to invest) to get in at an early stage when you can watch the value rise and feel a connection with the company.

Unsure about the Lyft deal, but the Pinterest situation was similar. What I found troubling about that was that they only got the pricing deal if they stuck with AWS as their primary service for the duration of the contract, so there is no way for them to every migrate effectively without a massive cost. I do agree with you, when you are in a growth phase and trying to focus on the product or service that is the USP, taking eyes off the ball to manage power generators in data centres is a distraction.

This is a great idea, it is trying to solve a problem I come up against a lot.

Works in the UK

This link warms my heart.

Probably just tell him to sort himself out.

Never underestimate the power of a market to make something come about.