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7777777phil

1,567karma·702submissions·August 28, 2025
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It reminds me of how we use measures like the VIX in finance; not because markets are actually log-normal, but because having a standardized way to compare "choppiness" across different peri…
7mo ago·view thread
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I appreciate this perspective.. but I think there might be a false dichotomy here. Some of the biggest gaming success stories didn't rely on exploitative mechanics - Minecraft, Among Us, even For…
7mo ago·view thread
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Efficiency gains can look like pure wins on the balance sheet while quietly eroding customer relationships that took decades to build. The people who ran the numbers on ATM rollouts probably weren…
7mo ago·view thread
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You're right, fashion cycles deserve more attention. I deliberately focused on Nike's structural problems, but you can't ignore that Adidas caught a wave with the Samba revival. The dif…
7mo ago·view thread
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This is exactly the pattern. The de-specialization playbook works on spreadsheets but rarely survives contact with customers who expect expertise. In Nike's case, it also broke the feedback loop …
7mo ago·view thread
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A 40% profit drop on 10% revenue decline reflects the nasty operating leverage built into Nike's model: high fixed costs in marketing, athlete deals, and retail commitments that don't scale …
7mo ago·view thread
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Thanks a lot!
7mo ago·view thread
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Sharing this here again - I did not adapt the article for recent events but one can do 1+1. The developments in Venezuela offer a real-world case study for the Bretton Woods III framework. The thesis …
7mo ago·view thread
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If so, then at least it pays well..
7mo ago·view thread
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Absolutely love this!! I have been analyzing a lot of HN data lately [1] so I backtested my hypothesis on your dataset and ran some stats: https://philippdubach.com/standalone/hac…
7mo ago·view thread
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Really useful currently working on a autonomous academic research system [1] and thinking about integrating this. Currently using custom prompt + Edison Scientific API. Any plans of making this open s…
7mo ago·view thread
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Interesting approach to giving LLMs full context. My only concern is the "no workspaces" approach; manual cd && npm install usually leads to dependency drift and "it works on my…
7mo ago·view thread