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avrionov commented on Google shows off Android XR smart glasses with in-lens display   macrumors.com/2025/05/20/... · Posted by u/tosh
dakiol · 3 months ago
How they usually address the fact that 50% of their target market is already wearing glasses? Would they just ignore that 50% in their first iteration and then sell customised smart glasses ?
avrionov · 3 months ago
This was addressed in the presentation. The are partnering with eyewear brands starting with Gentle Monster and Warby Parker.
avrionov commented on Coinbase says hackers bribed staff to steal customer data, demanding $20M ransom   cnbc.com/2025/05/15/coinb... · Posted by u/gpi
mafriese · 3 months ago
> The threat actor appears to have obtained this information by paying multiple contractors or employees working in support roles outside the United States to collect information from internal Coinbase systems to which they had access in order to perform their job responsibilities

Based on the information present in the breach, I think it's likely that the source was their customer support in the Philippines. Monthly salary is usually < 1000$/month (entry-level probably even less than 500$) and a 5000$ bribe could be more than a year worth of money, tax-free. Considering the money you can make with that dataset now, this is just a small investment.

> •Name, address, phone, and email; •Masked Social Security (last 4 digits only); •Masked bank-account numbers and some bank account identifiers; •Government‑ID images (e.g., driver’s license, passport); •Account data (balance snapshots and transaction history); and •Limited corporate data (including documents, training material, and communications available to support agents).

This is every threat actor's dream. Even if you only had email addresses and account balances, this is a nightmare. Instead of blackmailing the company, you can now blackmail each individual user. "Send me 50% of your BTC and I won't publish all of your information on the internet". My guess is that we will have a similar situation like we had with the Vastaamo data breach...

https://en.wikipedia.org/wiki/Vastaamo_data_breach

avrionov · 3 months ago
It way worse. The US companies, pay $3-$6 per hour to outsource their support to the Philippines. The companies which provide the service have very high turnover rate. For some companies the employees stay on average about 6 months. There is absolutely no reason to be loyal.
avrionov commented on A Scaled Down Look at Spending, Revenue, and What's Being Cut   debtinperspective.com/... · Posted by u/mifydev
hidingfearful · 4 months ago
I'm curious who is tracking the costs which have been incurred by DOGE. Say, for example, they claim a savings of X from firing a bunch of people, what is the cost Y from the hiring of contractors to fulfill the obligations those X people filled?

How much are they costing us?

avrionov · 4 months ago
avrionov commented on Ironwood: The first Google TPU for the age of inference   blog.google/products/goog... · Posted by u/meetpateltech
fluidcruft · 5 months ago
This isn't anything anyone can purchase, is it? Who's the audience for this announcement?
avrionov · 5 months ago
The audience is Google cloud customers + investors
avrionov commented on Ironwood: The first Google TPU for the age of inference   blog.google/products/goog... · Posted by u/meetpateltech
nehalem · 5 months ago
Not knowing much about special-purpose chips, I would like to understand whether chips like this would give Google a significant cost advantage over the likes of Anthropic or OpenAI when offering LLM services. Is similar technology available to Google's competitors?
avrionov · 5 months ago
NVIDIA operates at 70% profit right now. Not paying that premium and having alternative to NVIDIA is beneficial. We just don't know how much.
avrionov commented on Next stop: Miami   waymo.com/blog/2024/12/ne... · Posted by u/ra7
mg · 9 months ago

    our service – which already provides over 150,000
    trips per week across Phoenix, Los Angeles, San
    Francisco, and Austin
Interesting. That's about 8 million rides per year.

I wonder how close they are to being profitable? As soon as they are getting close to being profitable, they will probably scale this up super fast.

I don't know how much Google invested into Waymo so far. Something like $10B?

If they at some point make $10 per ride, they would only need something like 50 million rides per year to justify that investment with a p/e ratio of 20.

To go from 8M rides to 50M in 5 years they would have to increase their capacity by 50% per year. Might be possible?

avrionov · 9 months ago
The number of trips increased 10x from Sep 2023 to August 2024. https://www.sfchronicle.com/california/article/waymo-robotax...
avrionov commented on Wonder is acquiring Grubhub   about.grubhub.com/news/wo... · Posted by u/endtwist
chirau · 9 months ago
How do these deals work?

I am assuming, and I could be very wrong, that Wonder is smaller by market cap than Grubhub.

avrionov · 9 months ago
Both companies are not public. The investors need to agree on the price and the deal is done.
avrionov commented on Netflix is removing nearly all of its interactive titles   theverge.com/2024/11/4/24... · Posted by u/amichail
jonathanlydall · 10 months ago
If grocery stores were like Netflix (or all streamers I think), every day, everything would have moved to different aisles because customers love having to spend ages finding the thing they came in looking for.

For example, “continue watching” is never in the same place in my experience.

Whereas in Plex it’s always top and center meaning I can always find it instantly.

Pirating is again becoming the superior product, even though I’ve already paid plenty for the legal options.

avrionov · 10 months ago
Costco moves their products around.

u/avrionov

KarmaCake day1126November 26, 2015View Original