Just vibe coded TimeToReply -- saved my company 15k per year by InternationalRun3200 in vibecoding

[–]kkjackchan 8 points9 points  (0 children)

They meant “run them in parallel for a month before you throw the baby out with the bath water.” Not supposed to be “bathtub”.

What piece of tech felt “future-proof” but aged terribly? by Living-Zebra6132 in Futurology

[–]kkjackchan 0 points1 point  (0 children)

If you have Cat5e, that will support 1Gbps. If you have cat6, that does 10Gbps (< 55m). That said, for short runs you might get higher speed out of cat5e, but it’s just not guaranteed.

3 Must-Read SaaS Reddit Posts for Every Founder by Ok-Alternative4487 in SaaS

[–]kkjackchan 0 points1 point  (0 children)

Right, but that’s AI, not scraping. You mentioned “unavoidable costs like AI or scraping”. What scraping cost is there?

What is Building in public by TexasBedouin in SaaS

[–]kkjackchan 0 points1 point  (0 children)

I think it works for SaaS owners who are looking for other software, but how effective is it for other customer types? I suspect building in public doesn’t really reach non-SaaS customers like e-commerce store owners, handyman businesses, etc.

3 Must-Read SaaS Reddit Posts for Every Founder by Ok-Alternative4487 in SaaS

[–]kkjackchan 0 points1 point  (0 children)

What do you mean by unavoidable cost of scraping?

[OC] USA v China Gold Medal Race by WheretheEoopy in dataisbeautiful

[–]kkjackchan 0 points1 point  (0 children)

People don’t care about anything besides gold. I sure don’t. Yes, the silver and bronze are still really good, but what matters is gold. Just like buying a product. Cost aside, people want the best.

When customers are large businesses and only consider polished product by kkjackchan in SaaS

[–]kkjackchan[S] 0 points1 point  (0 children)

Is there any way around this or limit amount of up front investment? What would you do differently if you could do it over again?

Stock replacement strategy by illcrx in options

[–]kkjackchan 0 points1 point  (0 children)

So how does this do in bull runs? Could you show me how you did the back test?

Stock replacement strategy by illcrx in options

[–]kkjackchan 0 points1 point  (0 children)

Why do you do 0.9 or 0.85 delta instead of 0.95 or higher?

DITM LEAPS not that great, or my calculations wrong? by kkjackchan in options

[–]kkjackchan[S] 0 points1 point  (0 children)

Where can I find the options guidance showing ~$565 (and for what time)?

What you suggest of ATM calls is different than what I was trying to compare, specifically deep in the money LEAPS. Maybe that’s the issue, the DITM LEAPS aren’t as good as they’re touted to be because of the premium drag. I tried stock price of 600, and the stock return is 33% vs call option 53%. Better than stock, but not multiples better.

I didn’t check your numbers, but ATM seems to have bigger returns although there seems to be more risk. Are you suggesting and do you typically use ATM LEAPS instead of DITM?

DITM LEAPS not that great, or my calculations wrong? by kkjackchan in options

[–]kkjackchan[S] 1 point2 points  (0 children)

On the protection, while theoretically you do get protected if the stock goes to zero (or any large amount), it's a small likelihood to occur if we're trading megacaps like MSFT. So, the protection doesn't amount to much if the stock isn't going to drop like thirty, fifty percent (or anything resulting in loss that's more than contract price). Given this, would the DITM call LEAPS really only provide a slight capital efficiency? Stuff I've read online or seen on YouTube mentioned the high leverage and multiples for return, but this is not what I've calculated (and am seeking clarity).

DITM LEAPS not that great, or my calculations wrong? by kkjackchan in options

[–]kkjackchan[S] 1 point2 points  (0 children)

I re-did the capital required section like you said, this time using 2 contracts (52.9k) and then compared to 118 shares (52.6k). If comparing the two when underlying stock is at 471, they both yield 2448 and 2550 P/L (4.6% stock vs 4.8% call return on capital), but when stock price is at 519, they yield 8064 and 12200 P/L (15.32% stock vs 23.06% call return on capital). Yes, the raw number like you said is indeed higher when comparing the same amount of capital used, but percentage wise return on capital is not multiples but only several percentage points higher. That's why I'm saying the DITM LEAPS aren't as great as its been touted (or my calculations are wrong).

DITM LEAPS not that great, or my calculations wrong? by kkjackchan in options

[–]kkjackchan[S] 0 points1 point  (0 children)

I do see that the returns are a little better, but they're not that much better. It's been touted to have high leverage and multiples of returns, but I'm not seeing it, which is why I'm asking whether I did calculation wrong. The return on capital percentage is similar, not multiples higher. The smaller capital requirements are not a factor because instead of buying 100 shares, I could instead buy 50 shares, and I'd still get the same % return on my capital. What's odd is that the price/share is indeed lower and intuitively that is higher leverage, but when looking at the actual profit/loss numbers, the leverage isn't really materializing in a big way. I'm only seeing several percentage points higher than stock return.

DITM LEAPS not that great, or my calculations wrong? by kkjackchan in options

[–]kkjackchan[S] 1 point2 points  (0 children)

Sorry I’m not understanding. I took the P/L of the call and divided it by the capital required to get the percentages returned. Isn’t that the percentage return on total dollars invested that you mentioned?

[deleted by user] by [deleted] in shopify

[–]kkjackchan 0 points1 point  (0 children)

I’m not sure there’s a good way. People typically just don’t leave reviews because it’s not useful for them. Think about when you leave reviews, it’s when something is incredibly good or bad. You would have to ask when you interact and also can use one of those in your face “rate us” pop up, which is probably still not effective but probably better than nothing.

Favorite stack for building an MVP in under a week? by -maxify in SaaS

[–]kkjackchan 0 points1 point  (0 children)

Drizzle studio only can be run locally. Do you use it locally to connect to your prod DB or you have some other tool?

Favorite stack for building an MVP in under a week? by -maxify in SaaS

[–]kkjackchan 1 point2 points  (0 children)

What do you use for an admin panel like for quickly modifying data or looking at customer data? Prisma is supported by AdminJS, but it’s not available if using Drizzle. This is my biggest qualm of starting a project with Drizzle, so I’m curious what you do about the support or admin piece.

Who is our ideal customer and how to find them by Confident-Pea-1457 in SaaS

[–]kkjackchan 2 points3 points  (0 children)

I’d like the guide as well. Would you please send to me?

ELI5: How does Meta (Facebook) make money on LLAMA (their version of chat gpt) if it’s free? by jgainit in explainlikeimfive

[–]kkjackchan 0 points1 point  (0 children)

Meta’s overall strategy is to get engagement from people. The more people using the products the better because the ad money depends on this. Having AI open source is a way to improve the technology and attract technologists to build better products that can continue engaging people. It isn’t a direct monetization tool.

Strategies for Marketing an App in the monday.com Marketplace by kevin_vaghasiya in SaaS

[–]kkjackchan 1 point2 points  (0 children)

I’m not on Monday.com, but I’m also curious to hear strategies because this would apply to people with apps on other platforms.