Liberty

https://www.bloomberg.com/opinion/articles/2019-05-30/microsoft-s-bing-is-not-the-laughingstock-of-technology-anymore "Bing generates nearly three times the advertising revenue of Twitter."

https://www.reuters.com/article/us-sprint-corp-m-a-t-mobile-amazon-com-e/exclusive-amazon-interested-in-buying-boost-from-t-mobile-sprint-sources-idUSKCN1T02OV https://advertising.amazon.com/blog/amazon-is-acquiring-sizmek-ad-server-and-sizmek-dco

I've finally had a chance to watch the Tesla Autonomy Day event on youtube. Very interesting stuff, from a technical point of view. I particularly liked the part about how they're training neural networks for self-driving. (I recommend watching it at 1.75x, nobody speaks too fast. you can do that with the gear icon on youtube)

Q1: http://www.biosyent.com/q1-19/q1-19_MDA.pdf

Ad blocking will still work on Chrome, just a certain very efficient API that won't. Most of the ad blocking done on the other API is from Adblock Plus and uBlock that are partners with Google and let some "quality" ads through and block the crap, which is good for Google. Some discussion of all this here: https://news.ycombinator.com/item?id=20044430

He's too modest, so he buried it at the end, but check this out.

Q1: https://www.businesswire.com/news/home/20190528005756/en/ "Net Income up 37% on Operating Income Increase of 30% and Net Sales Increase of 20%... operating margin 23.1%.. cashflow +72% last 6 month" Guidance: "we now estimate our consolidated fiscal 2019 year-over-year growth in net sales to be 12% - 13% and in net income to be 17% - 18%, up from our prior growth estimates in net sales of 9% - 11% and in net income of 11% - 13%"

Piece on Visa, MasterCard and Paypal: https://www.barrons.com/articles/visa-mastercard-paypal-digital-payments-51558670403

https://www.youtube.com/watch?v=D8pB8sNBGlE This is amazing stuff. Make sure you watch the demos, mostly in the second half of the video: https://www.youtube.com/watch?v=D8pB8sNBGlE

"Reading the book was easier than going through three years of concentration camp exposure." I certainly hope so!

https://www.technologyreview.com/s/613559/google-ai-language-translation/

Haven't read it yet, but I've heard many good things. It's in the pile.

https://www.reuters.com/article/us-transdigm-group-pentagon/transdigm-to-repay-16-million-for-overcharging-the-pentagon-idUSKCN1SU2AP?il=0

Transcript of Breen presentation on May 21st: http://s21.q4cdn.com/813101928/files/doc_downloads/2019/05/EPG-Transcript.pdf

Trade war impact on brand can't be good: https://9to5mac.com/2019/05/22/iphone-in-china/

https://arstechnica.com/information-technology/2019/05/amazon-gamifies-its-warehouse-work-like-tetris-but-with-real-boxes/

https://www.prnewswire.com/news-releases/dupont-to-present-at-electrical-products-group-conference-300853587.html "Breen will note that DuPont intends to announce a $2 billion share repurchase program, subject to Board of Director approval, shortly after its transition to an independent company upon the separation of its specialty products and agriculture businesses effective June 1, 2019. The company intends to make purchases under the plan during calendar 2019."

http://fortune.com/longform/sears-self-destruction/ h/t R.V.

https://www.reuters.com/article/us-huawei-tech-alphabet-exclusive-idUSKCN1SP0NB

http://www.asymco.com/2019/05/16/the-pivot/

TSS going into France: https://www.totalspecificsolutions.com/about-us/transaction-updates H/t @pearnick

https://www.bloomberg.com/news/articles/2019-05-16/amazon-said-to-be-close-to-buying-sizmek-s-ad-serving-technology

Really interesting interview with Geoffrey Hinton on neural networks: https://www.wired.com/story/ai-pioneer-explains-evolution-neural-networks/

I've listened to the first two episodes of the new Michael Lewis podcast and enjoyed them. It's a very journalistic approach, but it's interesting and fairly short: https://atrpodcast.com First ep: https://atrpodcast.com/episodes/ref-you-suck-s1!c5106

Hear, hear! People (and I) may be concerned of buying a Tesla and company going BK on us. But there's as much concern IMO on traditional automakers giving half assed support (or pretty much none in reality) to their electric models that they produce, sell in hundreds (not hundred Ks), and then discontinue. I might not buy Tesla, but I won't buy a poor cousin EV from traditional automaker either. I can agree with this perspective. Tesla really does have a superior product and the rest of the industry is content to half-ass their innovation. But this still won't make me an investor. Can anyone think of any companies in the past which have been expected to go bankrupt like Tesla that beat the odds and managed to become successful profitable companies? I'm not making an investment case. I just want to see EVs to replace ICEs as fast as possible.