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halvarflake
I do math. And was once asked by R. Morris Sr. : "For whom?" At the moment, for
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halvarflake 53 min
Odgovor korisniku/ci @saarw @ovipic
On the contrary.
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halvarflake 4 h
Odgovor korisniku/ci @Jens__Klose @O80925253 @jsuedekum
Aber ja, so weit ich verstanden hatte, ging es im Argument darum, dass die Outflows sinnvollerweise in .de investiert werden sollten, wenn sie schon im Ausland nur schlechte Rendite bringen ;)
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halvarflake 4 h
Odgovor korisniku/ci @Jens__Klose @O80925253 @jsuedekum
... direkte GDP-Effekte zumindest in Höhe der Investition?
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halvarflake 4 h
Odgovor korisniku/ci @Jens__Klose @O80925253 @jsuedekum
Meine Perspektive: Investitionen im Ausland sind für eine Volkswirtschaft fast zwangsläufig riskanter als im Inland; das Geld fliesst erstmal raus und man hofft, dass Rendite in der Zukunft zurück fliesst. Investitionen im Inland haben normalerweise ...
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halvarflake 4 h
Odgovor korisniku/ci @Jens__Klose @O80925253 @jsuedekum
Festverzinst und top-rating! Hervorragend. Siehe Michael Lewis "Big Short"-Anekdoten über "stupid Germans".
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halvarflake 4 h
Odgovor korisniku/ci @Jens__Klose @O80925253 @jsuedekum
So weit ich die Diskussion verstanden habe, ist die Behauptung, dass Deutschland auf die Investitionen im Ausland eine besonders schlechte Rendite erziehlt. CDOs sind ein gutes Beispiel: Die meisten Deutschen Institute (insbesondere die Landesbanken) fanden CDOs toll.
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halvarflake 4 h
Odgovor korisniku/ci @mattsteinglass
Well, we have at least 2 examples where people "grew a Google" when they needed one. The requirement appears to be a market of ~300m+ people... The question on whether this is a *palatable* solution is a different one.
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halvarflake 4 h
Odgovor korisniku/ci @Jens__Klose @O80925253 @jsuedekum
Zu konservativ investieren und nen schlechten return haben sind kein Widerspruch.
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halvarflake 5 h
Odgovor korisniku/ci @halvarflake
There's also the issue that the actual solution to building a European Internet Giant is sufficiently radical that nobody is willing to discuss it; so better to light a few hundred million $ on fire and then claim things failed :-)
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halvarflake 6 h
Odgovor korisniku/ci @halvarflake
The way this project looks to me right now is the usual (sad) story of a bunch of incumbent Telco operators with a few universities siphoning off cash into white elephant projects.
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halvarflake 6 h
Odgovor korisniku/ci @halvarflake
... that, you will build a cloud that nobody wants to use. I mean, I am one of the most pro-European folks you will find, and left-of-center to begin with, but I tell you: The only way to get a useful Euro-Cloud is to have European Internet Giants.
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halvarflake 6 h
Odgovor korisniku/ci @halvarflake
B) Building a Cloud requires cloud-scale applications. The infrastructure layer and orchestration is only going to be "right" if you have quick feedback cycles; there is a reason why all of the relevant players in Cloud extensively eat their own dog food. If you don't have ...
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halvarflake 6 h
Odgovor korisniku/ci @halvarflake
A) The CapEx required in Cloud is beyond what any government can (and should) "subsidize": AWS and MS combined CapEx is ~$40bn, approximately Germany's defense budget. In order to compete effectively, a European cloud will need $10bn+ annually, for many many years.
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halvarflake 6 h
Odgovor korisniku/ci @halvarflake
... (2) cloud-scale software to actually run. Amazon, Google, Microsoft, Tencent, Yandex all fit the bill. There is no cloud provider that did not satisfy both criteria. Trying to build a cloud provider without (1) and (2) will fail, for multiple reasons:
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halvarflake 6 h
Odgovor korisniku/ci @halvarflake
The reason why Europe has no "proper" cloud providers is because Europe failed at producing an Internet giant. From the limited data sample we have, becoming a cloud provider requires two things: (1) Huge Capex and...
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halvarflake 6 h
- I should read up about the details of this, but it seems a typical DOA project. A thread:
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halvarflake 6 h
Odgovor korisniku/ci @Altimor
I think "Step 1" is probably false; the rest I agree on.
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halvarflake 6 h
Odgovor korisniku/ci @daniel_bilar
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halvarflake 6 h
TIL - my intuition (that Germany is very bad at investing the $ from their export surplus usefully abroad) seems confirmed.
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halvarflake 6 h
Odgovor korisniku/ci @Jens__Klose @jsuedekum
Salopp zusammengefasst: "90er: Exportier Porsches, und kaufe dotcom stocks. 00er: Exportier Porsches, kaufe CDOs. 10er: Exportier Porsches, kaufe ... (?)" :-)
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