Liquidating Crypto

Crypto no longer seems like a viable investment to me. The reasons are several:

  1. The era of cheap Capital is over as we are faced with a tectonic shift is what is happening in the world. Crypto being so volatile while the existing fiat currencies also being volatile doesn’t bode well for it as a currency that will be used. 
  2. Crypto has no fundamentals. We are returning to an era where fundamentals matter. Crypto not having any fundamentals doesn’t bode well for it to remain relevant.
  3. Crypto still isn’t easy to use. I still don’t know how to build or pay for things easily.
  4. The value of crypto will continue to drop. The game is up, and the losers are starting to realize they are losers.

It was fun while it lasted but FTX's demise has only accelerated crypto's demise.

Abhi Yerra
Nov. 22, 2022, 8:05 p.m.

Trial and Error

Trial and Error seems to be the only way to succeed at doing anything. Sometimes I have these grandiose ideas of what I want to do with these gigantic products that need to be built. Most of the time, I need to build a stupid version of that product. Once I built a stupid version, and it is out there with the world watching, I find all the ways it is wrong and iterate to fix the issues.

However, if I start with a grand big idea, there is so much work ahead of me I never start. By making things small, and making Trial and Error a feature, I can find a more optimal path-finding algorithm as our trials are small, and our errors allow us to learn quickly.

Abhi Yerra
Nov. 16, 2022, 4:20 a.m.

Windows Based Crawler

I like Excel for Windows. The Mac version is a joke compared to what the full-blown Windows version can do with data analysis and data finagling right from the app itself. A lot of what I have been working on as of late has been trying to get data into Excel stored on OneDrive with data crawled using Playwright.

With the Mac version, I have had problems syncing to OneDrive reliably. The version of xlwings or the way OneDrive syncs on Mac seems to create conflicts for Excel files. However, moving to Windows has been thus far pretty reliable.

Basically, I am using Windows for Excel...

Abhi Yerra
Nov. 15, 2022, 4:31 a.m.

Indian Manufacturing

India won’t be a great place to manufacture and Apple flirting with the idea seems interesting but likely won’t pan out. The problem is energy costs. India does not produce any major energy. It will not have the capacity to bring energy cheaply enough to be able to do so significantly enough. Second, transport. If energy is expensive then transporting becomes expensive as well. If my my thesis about Russia not being a major producer anymore because of the exit of western technology is true then oil prices will rise a lot in the next few years. Transporting anything long distance becomes less interesting and Mexico looks more and more like a good option for United States manufacturing. India may develop its own local manufacturing but will not get the western capital it needs to support global manufacturing. Not that it needs to as there are enough people in India for India to just focus on its own population.

Abhi Yerra
Nov. 11, 2022, 7:20 a.m.

Results Oriented Interviewing

Best way to judge people is to have them do problems right off the bat and see how they work with your team. Unfortunately, I do think algorithmic problems have a place for companies like Google and Amazon which are triaging through thousands of candidates. However, startups doing this seems like a bad call. Most of the time as a startup you are trying to figure out not if someone can do a bureaucratic task like pulling an algorithm out of their ass, but do they know the context of the code they are building. Can they understand the library ecosystem and use existing tooling.

One effective process I’ve found in weeding out ineffective people is hire them fast and put them on simple problems in the codebase that shouldn’t take more than an hour to accomplish. If they solve it in that time or find additional problems. Wonderful, we can start working more together and I just continue assigning tasks. If they can’t get anything done within the first hour or two when they said they will. I will cut them.

To remove my bias on people and different backgrounds I do not have video calls. I only chat with them and write the issues they need in GitHub Issues. Sometimes I send a Loom video if there is something that can be explained better.

Seems like it is working thus far.

Abhi Yerra
Nov. 10, 2022, 5:38 a.m.

Building in the Open

I’ve been wondering if I should build in the open or keep things closed. While diaries are what people traditionally use to write things, I realize that I am not particularly great at just dairying if I don’t share. My shared thoughts have to be cleaned up, have to be thought through and explained to make sense. And Twitter is way too short of a format to really dig into things. So here I am writing unfinished thoughts. Don’t take any of them too seriously, they are my way of digesting and reducing complexity and figuring things out.

Abhi Yerra
Nov. 10, 2022, 5:38 a.m.

Hello, World again!

Migrated to a new blog engine that is powered by Django. I am slowly migrating my digital life into a Django application that I have been building that runs, and This app, as I have written before, is called System6, which is an ERP system. The end goal of this application is to run most aspects of my decision-making with the rules I have put into place. I am basing this on what Ray Dalio describes in Principles. It is a slow process to get there because of how much data I have accumulated over the last decade.

There are still quite a few things that need to be done:

  • Migrate WordPress content into System6
  • Migrate Close CRM into System6
  • Migrate Notion into System6
Abhi Yerra
Nov. 10, 2022, 5:38 a.m.

Capital, Cloud and Data

opsZero will focus on theee things Capital, Cloud and Data. Capital is our investing capabilities that we are continuing to develop, this will largely be under this domain. Cloud is an evolution of the existing DevOps as a Service which will now focus on end to end tools provided as products. Data builds various products on the capabilities we build using Cloud and Capital. The end result of this is a more effective development cycle that is mutually self-reinforcing.

Abhi Yerra
Nov. 10, 2022, 5:38 a.m.