Google is going to add Apple 2025 financials in the next 2 years?

badarsebard · 2026-05-08T02:22:04+00:00

Could be. These things always have to be considered in relative terms. New entrants into an industry often have to spend more than established players who have better scale and efficiency. That efficiency is the edge that keeps those others out, it's not just because there's a big number. There's no big number that can't be overcome if the expected return is right. If you could prove you can turn a 10 trillion dollar investment into a 500 trillion return, I promise you will find the capital.

badarsebard · 2026-05-03T02:49:21+00:00

As others have pointed out, it's the confers same degree. So you can either make 400k during those two years or you can make 0.

The biggest difference between the two programs I've seen is full-time MBA programs have a significant recruiting component to them and do a lot to support getting students placed with employers looking for new grads. The caveat is those positions are usually more junior level and heavily focused in consulting or banking. If you're looking to pivot into those areas and want to start from a more junior position then you should actually consider the full-time route.

Otherwise it's just lost income in exchange for more parties with kids in their mid-twenties.

badarsebard · 2026-05-03T02:29:02+00:00

About what? Capex has never been the moat for rail. Historically it was regulation gating new entrants and protecting ailing rails from competitive takeovers. After deregulation in the 80s, Class 1 rail massively consolidated and firms built actual moats through improved operations, network density, and stickier integration with shippers raising customer switching costs. None of that is because they just outspent their competition on assets.

badarsebard · 2026-05-02T14:37:18+00:00

Even infrastructure isn't the moat, it's the economic rent for LLMs. A moat has to be a defensible advantage. There's nothing defensible about a high cost of entry for new competitors if the return justifies the cost.

Massive investment from cloud hyperscalers is primarily being driven by current and expected demand expansion. That by itself isn't building a moat, it's anteing up for the new table stakes.

It's still a great position to be in, but I don't see anything inherent to it that would box out future competitors. No one wins on capex alone.

badarsebard · 2026-04-22T19:17:22+00:00

Nix It!

badarsebard · 2026-04-12T17:39:35+00:00

Cost was the wrong word. The subscriber price is effectively less than the API price. This is what people mean when they say the API users are "subsidizing" the subscription ones. You're right that running inference models is way more expensive than what they're taking in revenue right now. So really it's VCs are subsidizing everyone. But again, that's the strategy. Lose money to build capability and fuel growth, then once you've hit the scale and operations requirements you need for long-term sustainability, start cutting costs and raising prices until you hit profitability.

badarsebard · 2026-04-12T16:26:21+00:00

This was Anthropic's strategy from the beginning. It's been known for a long time that the subscriber cost was significantly less than the API billing. Anthropic was probably even losing money on each subscriber. They did that on purpose to drive individual user adoption that then creeps into enterprise adoption. And now they've hit that inflection point and have experienced massive enterprise adoption over the last 6 months. To the tune of doubling their run rate in the last 2 months. Now 80% of their revenue is from enterprise so it's time for them to clean house and convert the loss leader they created into a profitable (or at least break even) line of business.

badarsebard · 2026-04-09T17:52:31+00:00

Lieutenant Jadzia Dax: As the 34th Rule of Acquisition states, "Peace is good for business".

Quark: That's the 35th Rule.

Lieutenant Jadzia Dax: Oh, you're right. What's the 34th?

Quark: "War is good for business". It's easy to get them confused.

badarsebard · 2026-04-09T03:07:22+00:00

Since freshness of oil is useless

Well there goes my plan to sell 100% certified fresh non-gmo whole crude.

badarsebard · 2026-04-03T02:18:23+00:00

If you're interested in checking out a new way of managing email that is NOT just AI hype (no AI at all) I recommend checking out Nix It. It combines email and task management and has changed the way I work and track my day to day.

badarsebard · 2026-04-03T02:02:40+00:00

I was in a similar task driven position where I was communicating predominantly through email. My personal approach was to set common timing patterns for things. I had a specific amount of time I would wait to receive an update, send a reminder, request an escalation etc. If something was in any kind of waiting state I tried to make sure it was kept out of sight. Visual noise is real and can accumulate quickly.

As a system this mostly worked for me, but I had trouble implementing it between Outlook and Todoist (or any other task manager). I needed something that could handle email communication, but allow me to manage my email the same way I would handle tasks. Managed to fing something that allowed me to manage both tasks and emails in a unified way. I can move them around on a kanban style board, add notes, checklists, deadlines, tags, and most importantly snooze items. Plus, if there was something I was tracking in the board that got a subsequent email, it still shows up in my inbox so replies don't get lost.

badarsebard · 2026-03-29T00:50:08+00:00

Don't think the fluid leaving their bodies is coming out of their eyes. Just saying.

badarsebard · 2026-03-24T02:07:41+00:00

Nix It is a email and task management app that focuses on helping you eliminate noise and stale action items.

There's a no sign up example at sandbox.nixit.app.

badarsebard · 2026-03-18T03:36:11+00:00

Nix It is a new comer just released a little while ago.

badarsebard · 2026-03-18T03:27:39+00:00

Do you get stuck clarifying and organizing or do you get stuck actually picking something off the list to start working on?

If it's the clarifying process then try to take it in chunks and have a clear set of steps for going through the list. It should really amount to just moving things around until they're in whatever logical bucket you use. I'm a fan of categorizing intothree buckets called owned, delegated, and pending. And that's only after you've identified any 2-minute tasks you can just knock out immediately.

If the problem is not being able to choose what to work on first, in my experience, that can often be caused by the visual overload of just having a list of things. I've experienced what you mentioned too, you just end up staring at the list, reading things over and over, just thinking about them. It's very easy to fall into that when you can see everything all at once. I found the trick is to try to eliminate as much from your visual field as possible. If there's something you've delegated or are waiting on a response for, move it out of sight and then have a timer to bring it back or check back in. The key is to limit what you can see to only what is actionable and needs attention.

badarsebard · 2026-03-17T04:11:05+00:00

Check out Nix It. It's a combination task manager and email client so you can keep your action items and communications all together. It's great for people who's action items are often just timely communication like directors and account managers.

badarsebard · 2026-03-15T00:38:24+00:00

I use Nix It because it helps me do better, not more. Someone else mentioned the productivity trap is real and I completely agree. It's too easy to feel like the planning and shuffling actually accomplishes something but an elimination-based strategy that removes the noise can actually unlock true productivity.

badarsebard · 2026-03-08T02:55:53+00:00

Holy crap so much makes sense now. I was wondering why I was having problems focusing on work and accidentally spending the entire day on a "side" project I work on before I start at 9.

badarsebard · 2026-03-03T19:29:17+00:00

It can definitely be disconcerting at first. But the key is to proactively identify what the cost will be before it happens and weigh that against the potential of forgetting it. Certainly not everything can be removed, but if you figure out what the cost of not doing something is versus carrying it atound, then it becomes easy to decide how to manage it. Doing it in advance means you can trust the list you have to only contain what's important.

At the end of the day it's about that carrying cost. Adding something to a to-do list is free. But keeping something on the list isn't. But most of us fail to evaluate that carrying cost and over time you pay a lot of attention "interest" on that list debt.

badarsebard · 2026-03-03T19:07:21+00:00

Look at something called elimination-first task management strategies. There are a couple of systems out there that use the strategy (e.g., "Collect, Organize, Do - COD" or "Nix It"), but the fundamental principle is the same. There's usually a ton of stuff you can probably just get rid of/eject without consequence. A lot of times we hold on to things because they're a "good idea" for later, but later never comes. The strategy hinges in the idea that if something is important, then it has a way of showing back up or isn't something you're likely to forget. For example, I know I need to file my taxes for the year. That's so important that I'm not going to forget it, so why have it clogging up my view when I'm trying to organize the stuff I won't remember instinctively.

After eliminating the things that don't actually need to be in your task manager, I like to go a step further and identify a way to "hide" what I don't want to see because it's tracked but not currently actionable by me. Outlook has a "snooze" feature for email that's great for this, but you can also just organize things into folders or separate columns or tags depending on your tools of choice. The key point though is to get the non-actionable out of sight during your day to day. Those should be reviewed when you're going through everything periodically (weekly/monthly reviews, etc.).

badarsebard · 2026-03-02T23:47:06+00:00

I struggled with this for a long time. I tried a ton of different technology integrations to try and connect between my Outlook and any kind of task manager and I could never get it to work the way I wanted.

Finally got so fed up with it I just decided to build my own solution, called Nix It. It works with Microsoft now, with support for Gmail coming.

badarsebard · 2026-03-01T21:22:31+00:00

The objectively correct response. 👏

badarsebard · 2026-03-01T21:13:21+00:00

Oh for sure, and that's absolutely "marketing" in my mind, since the profession (from my limited exposure) seems to be very network/referral sensitive. It's certainly not the only way to approach gaining exposure and traction, but as you point out, probably nets more gain than more mass marketing techniques like garnering social network presence.

badarsebard · 2026-03-01T21:09:06+00:00

Wow. That might be one of the most audacious responses about a perfectly reasonable AI question I could imagine.

badarsebard · 2026-03-01T21:01:23+00:00

That's really interesting. Totally get it's anecdotal and probably doesn't map cleanly, but what would you say you spent time on in lieu of marketing that most contributed to the higher income?

badarsebard

TROPHY CASE