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Eli Lilly has GLP-1 injectables and will have an oral pill this year. Novo Nordisk has already dropped that ball.

Hence Eli Lilly +40% in the last year and Novo -23%. Or on a longer timescale you can see the problem:

https://www.google.com/finance/quote/NVO:NYSE?sa=X&sqi=2&ved...


What should they have done differently to prevent a competitor from entering a valuable market?

"Pricing power fell when someone else entered the market" isn't dropping a ball is why I ask.


I think they meant dropped the ball on oral intake.

Most people probably prefer a pill vs injections with needles.


Novo nordisk's biggest mistake was refusing to create a direct to consumer business. Eli Lilly sells most of their product through their website at large discounts, this superior distribution method is largely how they were able to gain such a large market share. Their product is also better than ozempic, so that definitely helped too. But its not like Novo Nordisk was stuck with ozempic, they couldve developed new advancements as well.

https://simonsarris.com - My site

https://map.simonsarris.com - My newsletter site

https://garden.simonsarris.com - My garden designer site. Currently making this so anyone can use it! Public alpha at the end of the month I hope.

https://meetinghouse.cc - My site for helping twitter users find each other

https://carefulwords.com - My very fast thesaurus site


I'm an English teacher - I'll be sharing carefulwords with my students and faculty. Thank you, it's bloody great.

It's great, astounding, divine, amazing, splendiferous.

wow! I love how the background/header generates as the page loads and you can click to add things on it. Overall, the design if amazing!

Awesome garden designer site! Add a similar idea, found this one https://my-garden.gardena.com but not really what I was looking for. Are you accepting contributions to the source code?

Ooh I like the interactive header

> https://meetinghouse.cc - My site for helping twitter users find each other

This would be nice for Bluesky. I deleted my account on Twitter after it turned into a hellscape.


> https://simonsarris.com - My site

Too small page margins.


https://nicer.app constantly undergoing improvements :-)

I have been a fan of your site for a while. I loved all of your posts and brought you up in conversation sometimes. I also use your list of online galleries all the time. Keep up the good work.

And you charge 12$ for pinning your location on meetinghouse.cc, and ppl pay for that! Dude, you're a genius.

Love your garden! How big is your section? Or is this hypothetical?

Do you keep geese?

I noticed that tree sizes go to 200 if you put nonsense on the field (text emoticon etc).


I have about 7 acres. I kept geese once but they were killed when they ran off with a local 5K that ran by my house and they followed. They were never found.

I have kept ducks (meat) and chickens (eggs) at various times, but I ate all the ducks and I gave away the chickens just last month. Unfortunately free ranging chickens have been very destructive to my gardening, and I am trying to make the 2nd largest rose garden in NH, so that goal has priority.


Wow.

Also, what’s a 5k?


I'm guessing they mean a 5 kilometer running race, those are usually called 5k.

The garden website if beautifully done actually. I quite like how imperfect and non-straight the lines are eg of the house

that garden site is something I'll return to. I have a "baby" site at xeriscape.neocities.org and this kind of feature would be muy excellente to include

thanks


Did you hand draw those sketches on your personal site?

how did you make those animations on your main site?

I did it all by hand in HTML canvas. I have spent a long time making such things for years. My day job is making a canvas-based Diagramming library so I have some practice.

If you click on it the scene creates more objects by the way. And if you right-click and drag you can move them around.


I'm working on a complex garden planner to keep track of gardens, orchards, and landscaping projects. Meant for very large and very small scales. Public alpha at the end of this month, I hope.

You can see what it looks like right now here: https://x.com/simonsarris/status/2010359423806615907

It is based on a garden designer I made for myself to keep track of my rose garden (I have over 100 roses) and orchard (I have about 15 trees): https://garden.simonsarris.com/

However, my version was very specific to my needs, so this general version requires a lot more work to get it usable for a lot of people.


Via Garry Tan:

> Larry and Sergey can’t stay in California since the wealth tax as written would confiscate 50% of their Alphabet shares.

> Each own ~3% of Alphabet's stock, worth about $120 billion each at today's ~$4 trillion market cap.

> But because their shares have 10x voting power, the SEIU-UHW California billionaire tax would treat them as owning 30% of Alphabet (3% × 10 = 30%). That means each founder's taxable wealth would be $1.2 trillion.

> A 5% wealth tax on $1.2 trillion = $60 billion tax bill, each.

https://x.com/garrytan/status/2009776299666223265


Beautiful, my favorite kind of post for HN. Thank you Brad.


There is nothing anti-democratic per se about restricting immigration, and in fact many countries create policy that is significantly to the left of their populaces surveyed desires with respect to immigration, who almost always wish for lower numbers.

This has been true for decades, and fleshed out in the 90's in Modes of Immigration Politics in Liberal Democratic States by Freeman. Basically alleging that elected officials prefer client politics (what employers and small ethnic groups, etc want) over democratic politics (what people want). It gets remarked on all the time today by newer sources too.


The article doesn’t say anti-immigration policy is antidemocratic (and my post is only to address the question of whether ending democracy through democratic means is antidemocratic). This thread you continue about the article claiming anti-immigration is antidemocratic is a non-sequitur, evidence of reading comprehension challenges


People didn't ask for online shopping or computers in their pockets, and both of them started out as novelties. Many people thought they were overpromised fads.

It's fine if genAI looks like the Palm Pilot today. Nothing says it will stay that way.


And if it does, opinions may change. But right now it doesn’t and that’s what we are talking about.

We saw rapid improvements in image and video generation but that’s actually proven to be super threatening to people, if not just embarrassing (see the Star Wars alien animal tech demo).

After three years of this, most genAI is crap, it has made most services worse and people very understandably don’t like it.

Where is the Siri that actually does what Apple announced back in 2024?


Google has several enviable, if not moats, at least redoubts. TPUs, mass infrastructure and own their own cloud services, they own delivery mechanisms on mobile (Android) and every device (Chrome). And Google and Youtube are still #1 and #2 most visited websites in the world.


Not to mention security. I'd trust Google more not to have a data breach than open AI / whomever. Email accounts are hugely valuable but I haven't seen a Google data breach in the 20+ years I've been using them. This matters because I don't want my chats out there in public.

Also integration with other services. I just had Gemini summarize the contents of a Google Drive folder and it was effortless & effective


While I don’t disagree with you, for historical purposes I think it’s important to highlight why google started its push for 100% wire encryption everywhere all the time:

The NSA and GHCQ and basically every TLA with the ability to tap a fibre cable had figured out the gap in Google’s armour: Google’s datacenter backhaul links were unencrypted. Tap into them, and you get _everything_.

I’ve no idea whether Snowdon’s leaks were a revelation or a confirmation for google themselves; either way, it’s arguably a total breach.


When I worked at PayPal back in 2003/4, one of the things we did (and I think we were the first) was encrypt the datacenter backhaul connections. This was on top of encrypting all the traffic between machines. It added a lot of expense and overhead, but security was important enough to justify it.


And yet Venmo, a Paypal company, publishes transaction data publicly by default, no need to decrypt anything ¯\_(ツ)_/¯


Venmo publishes raw unencrypted transaction data? Or are you referring to their social network features?


where?


Not that I disagree with your assessment but in the spirit of hn pedantry - google had a very significant breach where gmail was a primary target and that was “only” 16 years ago in mid 2009. So bad that it has its own wikipedia page: https://en.wikipedia.org/wiki/Operation_Aurora


>very significant breach

That page says it was only 2 accounts and none of the messages within the mail was accessed. I wouldn't call that very significant.


Is Google even required to inform you of a data breach?


They're subject to California law, so yeah.

https://oag.ca.gov/privacy/databreach/reporting


Don't forget the other moat.

While their competitors have to deal with actively hostile attempts to stop scraping training data, in Google's case almost everyone bends over backwards to give them easy access.


‘Actively hostile’ as in objecting to your content getting ripped off without permission?


It's a matter of perspective. In this scenario both sides see the other as hostile, just as one would look at a war happening as an outside observer.


The biggest moat is amount of money. Google has infinite amounts of money the print out of thin air (ads). They don't need complex entangled schemes with circular debts to prop up their operations.


They also have one of the biggest negatives in that they abandon almost everything they build so it’s hard to get invested in thier products.

I agree with the rest though


They don't abandon their money makers. That's the thing people don't get about the Google graveyard meme, they only cut things that obviously aren't working to make them more money.


Half of the things they build don't even have a chance to make money. But then people end up depending on their products and they they shut it down or sell it.


It is a lie (or decades out of date) that wages have stagnated. Wages were stagnant from ~1979 to 1997. They have increased a lot since then.

Median usual weekly real earnings: https://fred.stlouisfed.org/series/LES1252881600Q


Gardening, mostly. I am (slowly) trying to make the second largest rose garden in New Hampshire.

Plastering (walls, ceilings, etc).

Releasing side projects at a faster pace. This gets harder with more children alas. But they're starting to help with the gardening.


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