Leo's Reading List: June 2019
Here are some of the best things I’ve found online this month.
What I’ve worked on:
I published a blog post where I try to understand what’s going on with Tesla’s stock price.
In my view, the bulls believe that Elon Musk is a visionary and that the product is the best in the market. In their minds, Tesla has the best battery technology, the best autonomous driving technology, and the most innovative leadership. This combination will drive the stock prices high in the long run.
On the other side, the bears believe that the company is horribly run and will run out of money before it can achieve its ambitious goals. The crux of the bear case is that in the short-term, there is far less demand for Tesla cars than the company thinks. This will cause them to run out of cash and default on their debts resulting in bankruptcy.
What I’m reading:
“What if the cost of capital never rises again?” The implications of a world in which equity capital is flowing while interest rates on credit never rise to the level of being a serious roadblock for innovation are fascinating to consider. What if every new idea that comes along, no matter how world-altering and disruptive, no matter how unproven or risky, can get overnight funding without much of a problem?
This article helps you understand the dangers of a SIM-jacking attack, and how best to defend yourself against and attack, and how to recover from such an event. This article aims to be a “one-stop” article to read, reference, and share with your friends and colleagues. It's not short, but it's thorough.
Dealing with legacy is completely normal. No but seriously, it’s easy to imagine that some other company doesn’t have legacy to handle. But after spending time at conferences talking to people who work at tippy top tech companies, it becomes clear that we are all in the same boat. What company DOESN’T have a huge PHP or Ruby monolith they’re trying to tame (or had to tame at some point)? Legacy code is normal, and learning to deal with it will often teach you more than building apps from scratch because you’ll be more exposed to concepts you don’t understand yet.
What I’m watching:
An animated series of short stories, each episode presented in a different animation style. The show reminded me of the Matrix animated anthology “The Animatrix”.
Standout episode - SUITS
A community of farmers use their homemade mechs to defend their families from an alien invasion.
What I’m listening to:
Two guys talking about Facebook’s Libra coin.
Thanks for reading! As always, your feedback and contributions on these monthly emails is desired. If you come across some awesome content, please send it my way