All of Svyatoslav Usachev's Comments + Replies

I think we need first to understand what the purpose of schooling is. When you say "terrible at delaying gratification" and "learn or die", is it something that helps one to be an achiever, or something that helps one to live a happier life?

I think the schools have been long useful for 3 main purposes:

  • Being a (mostly unsafe) training ground for socialisation.
  • Producing "standardised" packages of knowledge, which is useful for economy, since everyone knows what to expect.
  • Encouraging people with a tendency to overachieve to excel
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I don't quite understand, if even the contribution margin of an individual driver is negative (before fixed costs), then I don't see how this model can become viable in the future.

My understanding is that contribution margins are obviously positive (Uber gets at least a half of the trip fare on average), but there is also a cost of investment in engineering and in low fares (which buy market share), that have not yet been covered.

The viability of the business model, thus, comes from the fact that future (quite positive) income from the provided services will continue to cover investments in non-monetary gains, such as brand, market share, assets and IP.

2Liron
The hope is that they'll hit on something big like self-driving car technology that fundamentally improves Uber's marginal profit. I run a service busines with a financial model kind of similar to Uber's, and I can tell you there's not much qualitative difference between reporting -20% vs +20% "contribution margin", because it depends on how much you decide to amortize all kinds of gray-area costs like marketing, new-driver incentives, non-driver employees, etc, into the calculation of what goes into "one ride". I use the ambiguous term "marginal profit" to mean "contribution margin with more overhead amortized in", and I'm pretty sure Uber's is quite negative right now, maybe in the ballpark of -20%.

On the meta level I agree with you, and I am happy to see the updated title, which makes the post feel less like attacking this sort of questions.

With regards to the object-level response, I surely mean "contribution margin before (huge) fixed costs". Net profits are not very relevant here, see Amazon, a booming business with close-to-zero net profits. It is also clear that while Uber doesn't have profits, it surely has other gains, such as market share, for example. I.e., if the company decides that it wants to essentially exchange money for other non-mon

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2Liron
Well, I'm guessing Uber's current contribution margins are hovering around slightly negative or slightly positive, and that's before accounting for fixed costs like engineering that we can probably agree should be amortized into the "fairness equation". In my personal analysis, I don't see how Uber is being unfair in any way to their drivers. It seems like Uber is a nice shareholder-subsidized program to put drivers to work and give riders convenient point-to-point transportation.

That's actually a very reasonable question to ask your interlocutor (and yourself), as are the previous "specificity" questions.

The answer to that question would be:

"If Uber was making $1/h out of their workers and paying them $14/h, that clearly would not have been exploitation, but if it makes $28/h, then it is, regardless of them being profitable. The question is how much every particular worker brings to the company, it doesn't matter whether it's enough for the viability of their business model."

I don't see what is that you would argue about if not about these particular questions one of which might become a double-crux at some point.

3Liron
If Steve has a coherent claim for us to argue about, then you're right. But a surprisingly large amount of people, such as the specific Steve I chose for this dialogue, don't have enough substance to their belief-state to qualify as a "claim", despite their ability to say an abstract sentence like "Uber exploits its workers" that sounds like it could be a meaningful claim. In this case, specificity demolishes their argument, making them go back to the drawing board of what claim they desire to put forth, if any. My meta-level response: This is more than what the Steve in the dialogue had in mind. The specific Steve in the dialogue just thinks "Hm, I guess I don't know in what sense my specific-example guy is being exploited. I'd have to think about this more." My object-level response: What specifically do you mean by "Uber making $X/hr"? Contribution margin before (huge) fixed costs? Or net profit margin? Because right now Uber has a negative net profit margin, so its shareholders are subsidizing the drivers' wages and the riders' low prices.

I think if we try to stop punishing for deception altogether, we are missing on a good solution for the prisoner's dilemma.

It's reasonable (though not obvious) that we don't punish for unconscious deception. And you also make a good point that we shouldn't punish for self-awareness.

But I think, an important distinction has to be made between self-awareness and self-control. I am aware of many things, but I don't necessarily have active control over all of them, mostly because it would require a different level of mental energy.

In my books, a controlled and

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The "common weirdness generator" hypothesis seems quite off to me.

If the individual weird characteristics are independent as random variables, that would correlate with rareness of them occuring in a single species, which we do observe in this case.

If those weird characteristic were actually correlated, that would increase the likelihood of their cooccurance, and make creatures as weird as naked mole rats more common.

So, observation of uniqueness should lead us to believe that they are more likely to be uncorrelated.