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Liberty

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Everything posted by Liberty

  1. As far as I know, Bitcoin doesn't have the ability to perform smart contracts natively, not without layering a third party on top. You might be thinking of Ethereum.
  2. Writeup here (sub required): https://www.scuttleblurb.com/trup/
  3. http://flurrymobile.tumblr.com/post/168998333465/apple-wins-2017-smartphone-holiday-season
  4. https://hackernoon.com/ten-years-in-nobody-has-come-up-with-a-use-case-for-blockchain-ee98c180100
  5. I remember seeing a video of this guy a few months ago being mega-bullish on BTC.. https://www.bloomberg.com/news/articles/2017-12-22/michael-novogratz-shelves-plans-to-start-crypto-hedge-fund
  6. What's the exchange equivalent of a banana republic? https://www.cnbc.com/2017/12/22/coinbase-one-of-the-biggest-bitcoin-marketplaces-says-buying-and-selling-temporarily-disabled-amid-price-rout.html
  7. https://www.sec.gov/Archives/edgar/data/1570585/000157058517000417/0001570585-17-000417-index.htm
  8. https://www.cnbc.com/2017/12/21/eric-schmidt-is-stepping-down-as-the-executive-chairman-of-alphabet.html
  9. "Right now Comcast earns about $375 of EBITDA per home passed and spends about $133 in cap ex per home passed. Comcast’s operating margin and EBITDA margin for the past quarter were 25.11% and 40.4% respectively. Comcast also generated $151.19 per month in revenue per customer. By contrast Charter is generating only about $285 in EBITDA per home passed and spending about $148 in cap ex. EBITDA margins for Charter are around 35% for the past six months and operating margins were just 9.7% (due to high legacy depreciation charges). Charter also only generates $109.77 of monthly revenue per customer." https://seekingalpha.com/article/4112178-charter-great-potential-fully-valued
  10. “Liberty Global near deal to sell Austrian $2B to Deutsche Telekom”: https://www.ft.com/content/6f67630c-9006-3c36-b391-10097fe66aad
  11. Comcast is a better operator than legacy TWC, and than legacy CHTR before Rutledge came around. Part of the story is a turnaround/optimization, with going all-digital, simplifying the products/pricing, going triple play and quad play to reduce churn/costly transactions/maintenance, etc.
  12. https://www.justice.gov/opa/pr/justice-department-requires-transdigm-group-divest-airplane-restraint-businesses-acquired
  13. Good podcast episode about systematic, multi-decade sexual harassment at Ford plants near Chicago. https://overcast.fm/+LHycPlspA
  14. https://electrek.co/2017/12/20/usa-cheapest-solar-austin-texas-2-5¢-kwh/
  15. Also, bringing DOSCIS 3.1 to NYC and six markets: https://www.fiercecable.com/cable/charter-officially-announces-expansion-docsis-3-1-into-new-york-6-other-markets
  16. Good! NetFlix is like $0.40 a day. I'm willing to bet these same service thieves regularly make vapid gestures to Sally Strothers whiny entreaties. 10 streams? Crazy. Maybe limit it to 2 streams max for the "basic" account. "The CEO has said that one unidentified channel owner had 30,000 simultaneous streams from a single account."
  17. https://www.bloomberg.com/news/articles/2017-12-20/cable-tv-s-password-sharing-crackdown-is-coming
  18. Neat piece, goes into the machine vision used by Google Maps to add buildings: https://www.justinobeirne.com/google-maps-moat
  19. https://www.bloomberg.com/news/articles/2017-12-18/amazon-hasn-t-figured-out-drug-stores-yet-but-it-will-have-to
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