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VOICE ARCHIVE

Nan Duan

@nanduan
7 posts
2023-03-12
This was a good read. “Silicon Valley Bank was never subjected to the Federal Reserve's LCR requirement - even as the 16th largest bank in America, it was deemed too small.” https://twitter.com/...
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
This was a good read. “Silicon Valley Bank was never subjected to the Federal Reserve's LCR requirement - even as the 16th largest bank in America, it was deemed too small.” https://twitter.com/...
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB

This was a good read. “Silicon Valley Bank was never subjected to the Federal Reserve's LCR requirement - even as the 16th largest bank in America, it was deemed too small.” https://twitter.com/...
2023-03-11 View on X
Net Interest

A closer look at the collapse of Silicon Valley Bank, the 16th largest US bank whose unrealized losses snowballed from $0 in June 2021 to $16B by September 2022

Markets/Econ  —  General Sherman's memoirs about the Page & Bacon 1855 bank run in San Francisco. Mike / Nongaap Investing : SIVB: Held-to-Mortem Governance Tweets: Mike / @nongaap...

2020-05-27
“Word on the street” is they hired 1,000 developers for their gaming push last year, and they are hiring another 1,000 this year. Personally I don't know how you build teams / culture at that speed (and also the longer dev cycles with games), but, in China anything's possible... https://twitter.com/...
2020-05-27 View on X
Bloomberg

Sources: TikTok parent company ByteDance generated $17B+ in revenue and $3B+ in net profit in 2019, more than double its $7.4B revenue from 2018

TikTok parent-company ByteDance Ltd. generated more than $17 billion in revenue and more than $3 billion in net profit last year …

2020-03-18
Good read. Also, a couple of weeks ago there was a widely-discussed story of a poor middle school student who attempted suicide. Headlines at the time said it was because she didn't have access to a smartphone to attend classes. https://twitter.com/...
2020-03-18 View on X
New York Times

China's COVID-19 outbreak has exposed the country's digital divide in education, as many rural students lack the connections or hardware to learn remotely

Raymond Zhong / New York Times : Tweets: @nytimesbusiness , @nanduan , @yuanfenyang , @nytimesbusiness , @mckenziecnn , and @puiwingtam Tweets: @nytimesbusiness : For all of China...

2020-01-27
This thematically feels similar to what was happening in China from 2014/15 onwards. One difference is back then the Chinese sites were burning through cheap VC money (and there were a lot of contracts broken), whereas here it is Amazon / Google / Microsoft / Facebook money. https://twitter.com/...
2020-01-27 View on X
CNN

Inside game streaming wars, where Ninja reportedly got paid $20M to $30M to move to Mixer and streamers with 10K concurrent views on Twitch can get $10M+ offers

New York (CNN Business)When Jeremy Wang started streaming on Twitch in 2016, he was an unknown twenty-something with a few coding internships under his belt.

2018-01-02
Never heard of Logan Paul before today. Not hard to see how he thought it was a good idea and rationalized himself into publishing the video. The temptation was too great - this is the underbelly of our social media culture. Reminds me of the film Nightcrawler http://twitter.com/...
2018-01-02 View on X
The Guardian

YouTube star Logan Paul sparked outrage by posting a now-removed video of an alleged suicide victim in a Japanese forest

American YouTuber joked with friends on film after coming across the apparent suicide victim  —  The celebrity YouTuber Logan Paul has sparked outrage after posting …