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$440 million is four times their 2011 net income. I doubt the CEO is comfortable with the outcome of being on the brink of bankruptcy. He is trying to arrange a fire sale of the company as we speak.

But I think you are right that they tried to avoid an outage. The incompetence, if any, is that they apparently did not know how much money they were losing and still kept the system going. It wasn't a caclulated risk but rather an incaculable one.

I imagine it's not easy to know how much you're losing at any moment in time. They certainly knew they were building huge positions, but knowing how much they were going to lose on those positions requires an estimate of the price at which the positions can be closed (or a hedge).

What I cannot imagine is that it is common practice to leave this kind of decision to an individual's judgement call. There have to be rules for a situation like this. And there's only one sensible rule for a rogue algo racking up unknowable losses. Kill it and deal with the consequences later. Anything else is negligent.




They had >= $300m free cash as of June, that's how I arrived at the $100mish deficit.




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