127 points by mandeepj 8 hours ago | 18 comments
joshmn 41 minutes ago
Former federal inmate here who was recently released from prison a month ago today (I did 18 months): The big deal here was the loss amount, which can be construed any number of ways whether we like it or not. This will jack up the points and tilt the scale for the sentencing guidelines, and believe me they are archiac.

After all is said and done, Charlie Javice will be hanging out at a prison camp—probably down there with Holmes and Maxwell, because it's cushy—and do no more than 4 years on the 7 assuming she completes all her programming requirements.

TuringNYC 5 hours ago
>> A prosecutor, Micah Fergenson, though, said JPMorgan “didn’t get a functioning business” in exchange for its investment. “They acquired a crime scene.”

I do not understand how an acquisition this big got thru due diligence without noticing all the fake users. Anyone in corporate M&A know if it is normal to spend this much money without inspecting the goods? Seems like the most basic of OLAP queries and two days of effort would reveal very suspicious userbase.

tverbeure 4 hours ago
Back in the nineties, Philips was days away from signing a licensing deal for a revolutionary video compression technology that compressed whole movies down to 8KB. The former Philips CTO was a strong believer. And then the inventor died and nothing ever came of it.

To be a fly on the wall during due diligence meetings between Philips engineers and management.

https://lowendbox.com/blog/the-man-who-was-paid-e113000-for-...

magicalhippo 15 minutes ago
I came up with a similarly impressive compression scheme as a young teen, shortly after I started programming.

It was beautiful in its simplicity. Take 5 bytes, compute a 4-byte checksum, and just store the checksum. After all the chances of a checksum collision is miniscule.

When decompressing just iterate over all 5-byte values until you get the correct checksum.

The fantastic feature was of course that you could apply this recursively if you needed higher compression ratios.

Took me a good hour or so before I caught up with reality.

cheema33 1 hour ago
Video codec compression scams remained popular even in early 2000s. I worked for a very large public tech company. One of the top 10 in that era. And they fell hard for scammers from Las Vegas that promised revolutionary audio/video compression. We had to sign all sorts of NDA and couldn't look under the hood of what they delivered to us under penalty of breach of contract and all that stuff. I "accidentally" ended up looking under the hood and couldn't believe what I found. I reported the findings to my manager and told him to do what he wanted to with that information.

Long story short, the whole project got shut down and about 200 people working on project lost their jobs. Myself included. Luckily I quickly landed at a better place working on more meaningful things.

neilv 47 minutes ago
> I reported the findings to my manager [...] the whole project got shut down and about 200 people working on project lost their jobs. Myself included.

Good for you for reporting the threat. But I'm a little surprised that they let the messenger get killed along with all the other innocents.

I knew someone who whistleblew to C-suite, about misrepresentations they realized, on something that was then an existential threat to one of the top companies in its market. A series of layoffs and (IIUC) some M&A later, most of the employees were gone, but that one middle-aged engineer who warned C-suite (averting an even worse fate for the company) escaped all the layoffs, and was still there.

lumost 1 hour ago
Was the scam that the codec had the raw video in it, so the "files" could be made trivially small?
jacquesm 18 minutes ago
The one I looked at had a little video receiver in the box. You can draw your own conclusions from there.
34 minutes ago
pinewurst 1 hour ago
Once upon a time, I was strenuously recruited by a startup with similar, if not quite as extreme, codec promises. When I understood that my job would be rigging demos while trying to realize the non-software founder’s “algorithm”, I pretty much had to fake my own death to escape them. Shudder…
jacquesm 19 minutes ago
I did DD on that for another group of investors and caused them to walk away. Interestingly, they too were scammers but of a completely different level.

I think the 'inventor' (loose use of the term, nothing really got invented) was a true believer, he basically thought that if only he could get his hands on some capital that he would be able to make it work. He simply did not have the background required to see that it could never work in the way that he proposed. Nicely faked demo though :)

I would do a write-up if I didn't think the case was more of a sad one than of someone trying to rip off investors, Jan Sloot just wasn't that kind of guy from my interaction with him. Maybe he did invent something: "Fake it before you make it".

mdemare 13 minutes ago
So bizarre! It really shook my belief in Philips' competence at the time.

I mean, take a 100 minute movie, sliced into 1-second clips. 8kB is not even enough to store all possible orders you could put those clips in. I would hate to think so ill of any of my friends or colleagues to think that they could believe such an obvious fraud.

brandall10 5 hours ago
She pushed back on any direct vetting of the list using privacy laws as a shield and JPMorgan didn't challenge it due to competitive pressure to get the deal done ASAP.

Clearly, if only 10% of the list was real, it would be pretty easy to validate that with a small random sample.

jerf 4 hours ago
The way that due diligence would have discovered this was not to take the list and start doing spot checks on it.

The way due diligence should have found this is that it should have been written all over the financials. What do you mean you have 4 million customers and a support staff of 20? What do you mean you have 4 million customers but your revenue is {clearly too low}? What do you mean you have 4 million customers but your website spend is {clearly too low}?

It's over an order of magnitude. It should be written all over the company. Experienced DD should have smelled a rat within about 2-3 hours, although nailing it down could take much longer. The logical conclusion I draw is that there was no experienced DD done. In isolation this would a tough claim, however, I look around and I see a lot of Wall Street activity on this time frame that shows no evidence of Due Diligence being done and it seems to be part of a pattern.

(The question of why there was no DD is a separate one.)

simonsarris 2 hours ago
> What do you mean you have 4 million customers and a support staff of 20?

Sure to the rest, but: Whatsapp had 55 employees and 450 million users when it was acquired. It's at least conceivable to tell a story (lie) that's two orders of magnitude smaller. (And the real number was "only" off by one zero.)

TuringNYC 53 minutes ago
WhatsApp didn’t process financial txns and wasn’t in a regulated marketplace.
mbesto 1 hour ago
> Sure to the rest, but: Whatsapp had 55 employees and 450 million users when it was acquired.

JPM regularly acquires businesses that do not look like WhatsApp and look more like Frank. For 99% of the acquirers out there, seeing a business with $450m in ARR with 55 employees definitely makes your eyes bulge.

cheema33 1 hour ago
> Whatsapp had 55 employees and 450 million users when it was acquired.

WeWork had the opposite problem. A lot of employees and expenses and not enough paying users. Having lots of employees and lots of expenses by itself doesn't mean much. WeWork still got billions in funding. Due diligence was an issue there as well.

jerf 2 hours ago
Consider it holistically, rather than one at a time. Every company has its own footprint of "per customer" resource usage, and every company probably has unusually low aspects one way or another, but when a company comes back as "low" to "very low" for every such metric, it's time to investigate harder. Maybe they're just that genius, or maybe there's something about the company you don't understand yet, or maybe they're cheating you... the whole point of due diligence is to resolve those "maybes" into "certainlies", because they all factor in to your decisions.
pessimizer 2 hours ago
Whatsapp elaborately explained how it was doing this to the public, it was with a technology (Erlang/OTP) that had rarely been used before, and that technology had been designed for and very successful in an almost identically shaped context (telecom switches.)

Also, more obviously, people you knew were using it every day. 450M is different than 4M, and way different than 300K. If Whatsapp were lying and saying they had 4.5B users, I'd expect JP Morgan to catch that within a few hours, too.

Dylan16807 1 hour ago
> Whatsapp elaborately explained how it was doing this to the public, it was with a technology (Erlang/OTP) that had rarely been used before, and that technology had been designed for and very successful in an almost identically shaped context (telecom switches.)

Sure. But the point is, Whatsapp had 0.5 total employees per 4 million users, and Frank had 20 support employees per 4 million supposed users.

Even if you think Whatsapp has a massive advantage, those numbers don't make it look like Frank is the one that's lacking in staff.

> Also, more obviously, people you knew were using it every day. 450M is different than 4M, and way different than 300K. If Whatsapp were lying and saying they had 4.5B users, I'd expect JP Morgan to catch that within a few hours, too.

For these reasons it would be much harder for Whatsapp to lie that way.

The corollary of that is it would be much easier for Frank to do it.

TuringNYC 51 minutes ago
WhatsApp doesn’t need staff because they weren’t processing regulated financial transactions. Thr app operated in a best efforts basis since it was mostly free. You don’t need customer support staff for that — there is no support.
brandall10 4 hours ago
The problem here is this wasn’t about MAU. JPMorgan wanted a verified student data asset they could market to, so stale accounts were fine. Diligence focused on whether Frank had “records” (name, email, DOB, etc.), not whether those records were active.

Beyond that, JPMorgan didn’t want to push too hard and risk blowing up the deal as there was competitive pressure. Calling out “these numbers seem odd” could have spooked Jauvice, and they figured the reps & warranties in the contract gave them enough protection if things went south.

wat10000 1 hour ago
Funny how that has the exact same shape as a typical scam targeted at individuals. They usually rely on creating a sense of urgency and the sense that you could blow the whole thing if you aren't careful. A warrant scam will tell you that they need payment (in gift cards, of course) right now or you're going to jail, and likewise if you hang up or tell anyone what's going on (and thus might have someone tell you that you're being had) you're going to jail.

Not far off from "you can't inspect the business you're buying too hard, or the deal is off." And just like with individual scams, that should be a sign that it's shady and you should bail out.

brandall10 52 minutes ago
Of course, but this is basic human psychology when power asymmetry is at play. Frank "held the cards" in this deal, so to speak, and was helmed by a CEO that demonstrated sociopathic tendencies willing to do whatever it took.

You can of course hold to a particular standard, but if a competitor is willing to relax that standard, you lose a distinct advantage.

hobs 41 minutes ago
No you don't - they are now vulnerable to scams and you are not.
brandall10 32 minutes ago
For this deal, sure. What about others? Many times your competitors will come out ahead.

Risky decisions happen all the time in business, as long as the risk is outweighed by the perceived reward.

TuringNYC 4 hours ago
>> The problem here is this wasn’t about MAU. JPMorgan wanted a verified student data asset they could market to, so stale accounts were fine. Diligence focused on whether Frank had “records” (name, email, DOB, etc.), not whether those records were active.

This isnt about inactive data, they had an outside data scientist create an artificially generated usage dataset!

brandall10 4 hours ago
That's not what I said.

JPMorgan thought they were getting legitimate users of the product at some point in time - they didn't care whether or not they were currently active, hence vetting ops didn't really matter much.

danielmarkbruce 1 hour ago
A good fraudster has a good chance in any space where users don't pay for the service. Users, traffic, basically everything that isn't cold hard cash can be faked very well these days.
mbesto 1 hour ago
> She pushed back on any direct vetting of the list using privacy laws as a shield and JPMorgan didn't challenge it due to competitive pressure to get the deal done ASAP.

DD guy here.

This is more common then people think. M&A deal dynamics are funny and this is usually a tactic that investment bankers who represent sellers use. According to my cursory research she didn't use an investment banker. For someone fresh out of biz school with no M&A/banking experience that's umm...BOLD.

TuringNYC 4 hours ago
You could also obfuscate all PII and just join the user table with the website clickstream table and notice that only 10% of the users had any associated clickstream.
gruez 1 hour ago
Presumably JPM didn't have prod db access to run whatever queries they want, and had to ask for access. They also faked user tables. What makes you think they wouldn't have faked the user activity table as well?
TuringNYC 47 minutes ago
Ok so sometimes when people come to me for an angel investment I ask to look at their Pendo/GA records. I mean you could fake those, but that’s a lot of work and possibly harder than actually getting the business in the first
jlarocco 5 hours ago
The article says the judge called them out for not doing enough due dilligence.

The fact that they didn't do enough research doesn't mean it's okay to scam them, though.

lurkshark 2 hours ago
I wonder if there was an aspect to it where the scam was so audacious that they figured it wasn’t a scam. Like a “there’s no way they would generate millions of fake users which would obviously get caught post-acquisition, we must be missing something”
CodeWriter23 4 hours ago
> The fact that they didn't do enough research doesn't mean it's okay to scam them, though.

True, if one does not mind risking the Orange Jumpsuit scenario

ajross 4 hours ago
Right, it doesn't change the direction of criminality. But nonetheless JPM is out that money regardless (maybe some will get clawed back, but probably most of it was spent). "I got scammed and the perp is going to jail" isn't a good excuse to tell your boss about you lost $175M, either.

Lessons abound here. Slow down on the tech habit folks, especially if you're an investment bank and not a VC incubator.

fsckboy 1 hour ago
>JPM is out that money regardless ... probably most of it was spent

an MBA entrepreneur who starts a business and sells it to you for $175 million through normal channels is not likely to spend the money. this wasn't a fund wiring scam.

MangoToupe 32 minutes ago
> The fact that they didn't do enough research doesn't mean it's okay to scam them, though.

It is absolutely, 100% morally OK to scam investment bankers. It's just not legal.

upupupandaway 5 hours ago
One previous company I was CTO of got acquired by Amazon and they spent 60 days going through everything, including every line of code. I doubt a fraud of this caliber would have gone unnoticed with that kind of due diligence.
vjvjvjvjghv 5 hours ago
Sometimes I wonder if there is a lot of scrutiny in small things but when things get large and complex they basically give up and wave it through.

I see a similar thing at my work in medical devices. In theory we have to validate all libraries we are using. So if you want to share some code you have to create a ton of documents. But when we use something like nodejs with hundreds of dependencies the whole process basically gets handwaved away because validating everything would be too much work.

chatmasta 4 hours ago
I wouldn’t be surprised if they waved it through because “who would be dumb enough to provide us a fraudulent list of customers?” She was always going to be discovered once they tried to market to the list. So I could see them speedrunning due diligence under the assumption that, if it’s totally fraudulent, it will be obvious eventually and then we’ll sue her. The deal is not large enough to affect our bottom line, and the obvious risk of defrauding us makes it unlikely she’s defrauding us.
brandall10 4 hours ago
It's not that complex, there was nothing technical here. You could say this was 'social engineering' at some level.

She pushed back against access to the customer list claiming privacy laws as a shield. JPMorgan was overly eager and didn't want to blow up the deal by challenging her.

wat10000 1 hour ago
In programming, this is called bikeshedding. You present plans for some massively complicated industrial plant, and people will mostly skim it. Then you want to build a small bike shed for construction workers to use during the project, and now that they're presented with something understandable, everyone involved has to have input and the whole process drags out.
5 hours ago
chatmasta 4 hours ago
If you read the details in some of the earlier articles about this, they avoided plenty of due diligence. But she also went to great lengths to prevent them from completing that due diligence. And for the minimal due diligence she did permit them to undertake, she only ever sent them fraudulent data and documentation.
diognesofsinope 1 hour ago
There was an article on Bloomberg or WSJ that said the Director in the acquisition had a Teams chat where she said "sometimes you don't need to do due diligence at all" lol
danielmarkbruce 1 hour ago
You often don't get to "inspect the goods" at a user by user level.

Put yourself in the shoes of a non-fraud company where the asset is your customer set. Do you let JPM go through line by line confirming each one? No, you do not. You give redacted data or aggregate data.

In eyeballs/non-paying user businesses, this is just going to happen sometimes. In practice you don't get to do the diligence you want to do sometimes.

TuringNYC 45 minutes ago
danielmarkbruce 12 minutes ago
No.

There is no magic in buying/selling businesses, just put yourself in the shoes of the seller. JPM promise not to ever use that customer list you put in the data room should the deal fall over? How would you ever know if they did? You wouldn't trust a potential buyer and in practice companies do not. They'll put information in the data room, but not customer level details unless anonymized at which point you are back where you started as far as validating users.

So you are left with various legal/contractual solutions - things like "representations and warranties" (ask chatgpt about them), escrow agreements etc etc. And when it all goes to hell you go to court with your contract and attempt to get the money back. Such is life.

cactusplant7374 5 hours ago
> Seems like the most basic of OLAP queries and two days of effort would reveal very suspicious userbase.

What would those queries look like?

sontek 1 hour ago
SELECT COUNT(*) FROM users WHERE date_deleted IS NULL AND date_last_activity >= CURRENT_DATE - INTERVAL '120 days';
TuringNYC 4 hours ago
SELECT USER_ID,COUNT(*) FROM WEBSITE_CLICKSTREAM GROUP BY USER_ID
jon-wood 4 hours ago
SELECT COUNT(*) FROM users would have been a start from the sound of it.
cactusplant7374 4 hours ago
> Meanwhile, Amar purchased a list of 4.5 million real college students and their data from ASL Marketing for $105,000. Frank executives later supplemented that list — which only had email addresses for a portion of the students — by purchasing more data from an information services company.

https://www.highereddive.com/news/jpmorgan-chase-alleges-ed-...

4 hours ago
bix6 5 hours ago
$175M isn’t that big for JPM. It’s only 0.02% of its market cap.
NickC25 4 hours ago
They also have $4.3T in AUM. $175M for them is quite literally pennies to them.
paxys 4 hours ago
AUM isn't relevant because it isn't their money.
bix6 3 hours ago
Well they get fees on it so what do they care?
paxys 2 hours ago
They only get fees if you use their wealth management services. You can open an account and start trading stocks/ETFs for free, and they get nothing.
bix6 2 hours ago
Not true. They get payment for order flow, spread capture, cash sweep, securities lending, etc.
paxys 2 hours ago
None of which has anything to do with their AUM
bix6 1 hour ago
Sure AUC what’s up with all the nitting sheesh!!!
zeusk 4 hours ago
AUM is not theirs to keep; and market cap is a very deceitful metric especially for banks where liabilities dwarf the market cap.
bix6 3 hours ago
My point is that it’s a minor transaction for them
geor9e 3 hours ago
I wonder what really happened here:

"The judge said Javice had assembled a “very powerful list” of her charitable acts, which included organizing soup kitchens for the homeless when she was 7 years old and designing career programs for formerly incarcerated women."

At least for all my classmates doing the college application process, claims like that were almost always wild exaggerations of what we really did.

piker 1 hour ago
> designing career programs for formerly incarcerated women.

Gonna come in handy!

masfuerte 1 hour ago
It seems like the effect of these college requirements is to teach ambitious young Americans that the way to get ahead is to cheat.
ryandrake 3 minutes ago
Unfortunately, it's an arms race of cheating. Everyone else was the president of 5 school clubs, volunteered at a soup kitchen and animal shelter for 2 years, tutored disadvantaged kids for 4 hours a day, was a varsity athlete in 3 sports, played the trombone in band, and won 10 academic awards... so everyone has to say that in order to at least seem like an average candidate to college admissions.
wat10000 1 hour ago
It's a valuable lesson.
qingcharles 25 minutes ago
They need to spend more time on the "not getting caught" chapter, I guess.
randycupertino 5 hours ago
My favorite thing about this case is how she bragged to her lead engineer she wouldn't go to prison, "“Don’t worry — I don’t want to end up in an orange jumpsuit" when she was trying to convince the engineer to fabricate their user data.

From the complaint:

> In particular, CC-1 and JAVICE asked Engineer-1 to supplement a list of Frank’s website visitors with additional data fields containing synthetic data.

> Engineer-1 was uncomfortable with the request and stated, in sum and substance, “I don’t want to do anything illegal.” JAVICE and CC-1 claimed to Engineer-1 that it was legal. JAVICE stated to Engineer-1, in sum and substance, “We don’t want to end up in orange jumpsuits.” Engineer-1 declined the request from JAVICE and CC-1.

> shortly after Engineer-1 had declined the request to create a synthetic data set—CHARLIE JAVICE, the defendant, contacted Scientist-1 and asked him to create the synthetic data set. In JAVICE’s communications with Scientist-1, she falsely represented that the data she provided to Scientist-1 was a random sample of a much larger database of Frank users.

> Also on or about August 3, 2021, JAVICE forwarded to Scientist-1 the Access Link Email sent to her by Engineer-1. JAVICE wrote, “here is the link. will share credentials offline.” Based on Scientist-1’s communications with JAVICE, Scientist-1 understood that the data available via the Access Link Email—a data set of approximately 142,000 people—was a random sample of a larger database which contained data for approximately 4 million people.

source: https://www.justice.gov/usao-sdny/press-release/file/1577861...

teraflop 1 hour ago
On top of everything else, Scientist-1 doesn't come off looking too good.

He was contracted to make a synthetic dataset, based on a small set of records which were supposedly randomly sampled from a larger original dataset. He didn't really have any way of knowing he was being lied to at that point, or what his work would be used for.

But when he invoiced $13k for his services, including a detailed breakdown of what he did, Javice came back and offered him an extra $5k if he would change the invoice to a one-liner that just said "data analysis services". And he immediately agreed.

I find it hard to believe someone could get that request and not understand that they were being asked to be complicit in fraud. At best, it's really poor judgment.

ajross 4 hours ago
> she bragged to her lead engineer she wouldn't go to prison

So... obviously she was wrong. But the line between "just cutting a few corners" and prosecutable criminality isn't nearly as bright as we in the peanut gallery like to think. Lots of very successful startup launches (Uber and AirBnB are famous examples) were kinda/sorta/prettymuch illegal by the plain language of the laws they were (not) operating under. And they got stinking rich! PG himself has an example in one of the very early essays about how Viaweb kinda just skipped most of the early bureaucracy and accounting they were supposed to have been doing, figuring it would all just work out. And it did.

Kids see those examples and figure that a little cheating here or there probably isn't going to send them to jail. And it usually doesn't. Except when it does. And the distinction, for a lot of people in this community and right here on this forum, is very much a "There but for the grace of God go I" phenomenon.

Startup culture tells you to cheat, basically. Knowing how not to cheat isn't in the instruction manual.

Voloskaya 3 hours ago
> But the line between "just cutting a few corners" and prosecutable criminality isn't nearly as bright as we in the peanut gallery like to think

The line maybe isn't bright, but faking data to a potential buyer to make it appear like you have 15x your actual number of users is clearly way past the line you cannot see.

That would be like saying it's hard to know if noon is during the day or night because the exact moment that qualify as "dawn" is hard to discern.

IAmBroom 3 hours ago
> But the line between "just cutting a few corners" and prosecutable criminality isn't nearly as bright as we in the peanut gallery like to think. Lots of very successful startup launches (Uber and AirBnB are famous examples) were kinda/sorta/prettymuch illegal by the plain language of the laws they were (not) operating under.

Not prosecuted, and not prosecutable, are two different things.

> And they got stinking rich!

Which in no way validates their actions, ethically nor legally.

paxys 4 hours ago
The takeaway here is that you can defraud people and you can defraud the state, and will likely get away with it with a slap on the wrist (unless you steal a crazy big amount like FTX did). If you defraud rich and powerful investors, well that's a different story.
giancarlostoro 4 hours ago
I guess it all depends on how you're cheating. Are you defrauding others in your cheating? Or are you just bypassing bureaucracy like not having a Taxi service license?
ajross 4 hours ago
Potato/potatoe. Existing taxi medallion holders were absolutely harmed by Uber. Existing licensed hotel operators were absolutely harmed by AirBnB. And we all celebrated that to great effect here. But it was breaking the rules. We just think THOSE rules were bad but THESE rules are good.

Well, it's not our call to make, it's the prosecutors'. And you (yes, you personally) aren't nearly as insulated from this kind of risk as you think.

Aurornis 2 hours ago
> Existing taxi medallion holders were absolutely harmed by Uber. Existing licensed hotel operators were absolutely harmed by AirBnB.

Then they should have sued and sought a judgment if they had a claim.

This is the NIMBY argument in a different market: Can't let anyone else build anything because it might reduce the value of what I have, thereby harming me.

It's not the same as materially misrepresenting a financial investment.

tptacek 1 hour ago
No, your logic doesn't hold. The distinction being drawn here is between civil and criminal liability. Operating an unlicensed taxi service in most municipalities (maybe all of them) is a civil infraction, not a crime.
ajross 43 minutes ago
Sure, because it's not my logic!

The founder in the linked article thought that she was on the right side of the line. She wasn't. You personally might think you're too smart to[1] fall afoul of this kind of thing and that all your cheating[2] will be non-prosecutable.

But quite frankly most "criminally liable" misrepresentations to investors aren't prosecuted (basically none of them are), so the fact that this one was is more a statement about the influence of JP Morgan and the mind of this one prosecutor. And blanket statements that absolutely none of Uber's shenanigans were prosecutable seem laughable. Crimes abound.

The point wasn't to nitpick about crimes and penalties. It was that this crime happened in the context of a culture that structurally encouraged it, and we would all do well to recognize that instead of nitpicking fake reasons why it would never happen to us.

[1] The ironic analogy to hubris in security analysis isn't lost on me

[2] Because again in this world All Founders Cheat a Little Bit. We all know it.

tptacek 41 minutes ago
I agree that people shouldn't kid themselves about criminal liability, but not that criminal liability is routinely incurred by startups.
xmprt 1 hour ago
> We just think THOSE rules were bad but THESE rules are good

That's kind of how society evolves isn't it? Rules are always changing and that's generally a good thing. Some rules are pretty set in stone throughout history - eg. murder and fraud are generally bad. Other rules around free speech, slavery, energy usage/production, social safety nets, etc., have changed for the better.

You could argue that Uber and Airbnb are worse but I think the fact that they've stuck around despite allegedly breaking rules means that most people prefer the new state of affairs that they resulted in. If something else comes up that breaks rules set by Uber and results in something better (eg. autonomous vehicles?) then I'm sure people will gravitate to that new thing as well.

paxys 3 hours ago
What was the fraud? Limo services were always allowed in NYC, and didn't have to abide by the medallion system. All Uber did was make it more efficient to find and book a Limo.
saalweachter 1 hour ago
Limo services are also regulated by the TLC in NYC.

The rules are different between taxis and black cars, but there are still rules.

paxys 1 hour ago
Uber drivers need a TLC license in NYC and fall under the same regulations.
ozim 15 minutes ago
Was this true from the very start of Uber in NYC?
giancarlostoro 4 hours ago
Did they sue for damages? JP Morgan did not waste time.
Scaevolus 4 hours ago
The clear takeaway is to ensure that the people you are harming while breaking the law do not have an abundance of money and lawyers.
Aurornis 4 hours ago
Not really the same thing.

Material misrepresentation of a business is blatant financial fraud.

If you sell someone a yellow-painted piece of metal but you tell them it's solid gold, you're not bending the rules a little bit. You're just defrauding them.

bryanlarsen 4 hours ago
classic article: Everything Everywhere is Securities Fraud. https://www.bloomberg.com/opinion/articles/2019-06-26/everyt...
miltonlost 2 hours ago
> But the line between "just cutting a few corners" and prosecutable criminality isn't nearly as bright as we in the peanut gallery like to think. Lots of very successful startup launches (Uber and AirBnB are famous examples) were kinda/sorta/prettymuch illegal by the plain language of the laws they were (not) operating under. And they got stinking rich!

I, for one, would hope "don't commit crimes!" is taught in business school ethics. (LMAO as if an MBA has ethics)

wkoszek 4 hours ago
It's interesting how nobody talks about due-diligence being completely broken. We raised $$$ from many VCs and the DD for some of them was crazy: line item by line item with calls to customers etc. Tech folks were on phone with me and had to explain them stuff step by step, revealing a lot of confidential recipes. Also did this for bigger customers. And the $175M deal.. isn't there an earnout? Like $10M cash now, 1/4*$175 wired on 1yr cliff, and then the rest over 4 years if some milestones are hit? The whole thing looks weird.
qingcharles 22 minutes ago
I think there is so many factors involved. I've been in ones where they are cutting the check before the elevator pitch has finished. If the founders are rock stars with prior receipts, then that DD goes out of the window. Especially if there is likely to be a ton of competition.
Aurornis 4 hours ago
> It's interesting how nobody talks about due-diligence being completely broken.

The majority of the talk around this case has been about the due diligence failures. The judge even called it out.

Consumer businesses are harder to vet. It's not like a B2B with a dozen top customers where you can call them all and confirm that sales are happening. Non-response and customer churn is expected to be a high and changing number. From what I read she also invoked various privacy law excuses to give them the run-around while they were pressured to close the deal.

But JPMorgan's failures don't excuse the criminal actions. If someone enters your house and steals your computer, it doesn't matter if you negligently left the door unlocked. A crime is a crime.

NickC25 4 hours ago
>From what I read she also invoked various privacy law excuses to give them the run-around while they were pressured to close the deal.

And that should have been a massive red flag for JPMC. They should have nope'd out of that deal on the spot.

I run a hybrid B2B and B2C consumer packaged good company. I have a few small investors. They know who my top clients are, because they ask in good faith, and I answer in good faith.

Aurornis 4 hours ago
> I run a hybrid B2B and B2C consumer packaged good company. I have a few small investors. They know who my top clients are, because they ask in good faith, and I answer in good faith.

Right, because it's easy to share your customer list when you have a small number of customers and they are repeat customers.

Her company helped with student loans. Her customers were mostly one-time customers. The customer count was supposed to be indicative of how many new college students they could expect to sign up each year.

jedimastert 4 hours ago
Oh don't worry, the judge absolutely LIT UP JPMorgan in the judgement. This is only a taste

> Still, the judge criticized the bank, saying “they have a lot to blame themselves” for after failing to do adequate due diligence. He quickly added, though, that he was “punishing her conduct and not JPMorgan’s stupidity."

SapporoChris 1 hour ago
Is it correct that Charlie Javice is keeping the majority of the profits she made from the sale of Frank?

If so, it's quite possible she considers the profit well worth the penalty.

tptacek 1 hour ago
No. She's required to make restitution far in excess of the total proceeds of the sale, including as a minor component a sum that captures her own personal proceeds.
SapporoChris 41 minutes ago
Ah, thank you. I found the details here.

https://www.justice.gov/usao-sdny/pr/startup-ceo-charlie-jav...

“Javice perpetrated a $175 million fraud—repeatedly lying about the success of her startup company and even hiring a data scientist to create fake data to back up her lies. For that, Javice has been sentenced to 85 months’ imprisonment and ordered to pay over $300,000,000,”

qingcharles 20 minutes ago
I don't know how they run that in federal prisons, but in some states they'll just put that balance on your commissary account, so you'd go to buy some noodles and you'd be -$300m before you start.
sally_glance 22 minutes ago
Maybe JP did actually smell something during DD but decided to go ahead because of FOMO and confidence that they could just sue later if their concerns turned out to be true...
onlyrealcuzzo 1 hour ago
It's interesting to me that fraud appears to be a crime again, with Theranos and now this, when it was going on for so long and so obviously, and no one seemed to care when people were lying and frauding as long as it went on long enough for them to make a profit.
cheema33 1 hour ago
This lady could say that she was a victim of Biden justice dept. Say good things about Trump and follow it up with a large donation to Trump. That ought to be enough to get a pardon.

This is exactly what the convicted fraudster Trevor Milton, founder of Nikola Motors did, to get a pardon.

When signing the pardon, Trump said that he doesn't know anything about Trevor but heard that he likes Trump.

firefoxd 5 hours ago
At an investor event, a desperate journalist was running around the room asking people their age. He ended up at our table, with a drink in hand, and a defeated look on his face. He had given up.

We talked a bit, and he asked me, "are you under 30?" I answered "No. But this guy is." I pointed at the 28 year old cofounder of the start up I was part off. Before the evening was over, my colleague made it to the list of forbes 30 under 30.

Aurornis 4 hours ago
The people I know who made the 30 under 30 list approached it like a massive campaign they had to win. It was a full-court press to get in front of the right people and their startup's PR releases were all timed to impress for the 30 under 30 during that period.

Maybe times changed since it became more of a running joke. At one point it was a selling point for fundraising that people would compete hard over.

code4tee 4 hours ago
Every person I personally know on this list made it their life mission to be on the list. It was lost on them that the whole thing has become a running joke that everyone else thinks is just full of grifters.
robertlagrant 5 hours ago
Do you know the journalist's name? I'd love to be part of Forbes' 10 billion under 10 billion.
teachrdan 4 hours ago
The Onion had a listicle entitled "80 Under 80 -- and five 79-year-olds to watch out for." Once again they nailed the inherent vacuousness of modern news.
rozap 1 hour ago
The forbes 30 under 30 to prison pipeline needs to be studied.
Esophagus4 33 minutes ago
I'm thinking a "Wharton <-> Prison <-> 30 Under 30" Venn diagram would have a decent sized center.
FireBeyond 4 hours ago
Being on the 30 under 30 list only means you are more likely to scam people out of money than make it:

> The Forbes 30 Under 30 have collectively raised $5.3B in funding. They’ve also been arrested for frauds and scams worth over $18.5B. Incredible track record.

Some of the more notable: Martin Shkreli, Elizabeth Holmes, Charlie Javice, SBF, Caroline Ellison, Nate Paul.

Fun fact, filter for Stanford in those numbers and the disparity grows starker still.

code4tee 4 hours ago
I see the string of “30 Under 30” being a statistically valid predictor of future likelihood to go to prison continues. These lists feed on the narcissistic tendencies of grifters who are desperate to get on the list and then tell you about it on LinkedIn.

These lists have such a bad reputation these days that legit top folks are asking their PR people to keep the off!

code4tee 4 hours ago
Another “30 under 30” grifter goes to jail.

Separately, I hope a few folks at JPMC got fired over this. Even the most basic of due diligence should have caught this.

whimsicalism 4 hours ago
> In seeking a 12-year prison sentence for Javice, prosecutors cited a 2022 text Javice sent to a colleague in which she called it “ridiculous” that Holmes got over 11 years in prison.

This seems utterly irrelevant to the sentencing, but what do I know.

tptacek 4 hours ago
Goes to remorse.
Aurornis 4 hours ago
Sentencing can be impacted by several factors like this. If the criminal shows a blatant disregard for the law and views lawbreaking as a risk-reward tradeoff to get what they want, they're more likely to commit crimes in the future.

If there had been more evidence that she reluctantly went with the scheme under desperation or pressure and held immense regret and remorse, in theory that would suggest a shorter sentence.

If I recall correctly, Elizabeth Holmes' lawyers tried to push the angle that she was pressured into committing the frauds as a way to lower the temperature of the case.

rchaud 6 hours ago
> Javice appeared regularly on cable news programs to boost Frank’s profile, also once appearing on Forbes’ “30 Under 30” list.

...alongside other scrupulous business luminaries like Sam Bankman Fried, Shkreli and Holmes.

jordanb 5 hours ago
The Management Consulting to Prison Pipeline.
vjvjvjvjghv 5 hours ago
Definitely a good candidate for a presidential pardon if she makes the right donations.
wnevets 1 hour ago
There is still time to buy some Trump crypto
twixfel 1 hour ago
Yeah I'm surprised she didn't donate to the Trump campaign, seems like a huge misstep on her part.
pessimizer 1 hour ago
No different than ozy.com's story, and Carlos Watson got the pardon. It helped that he was basically Powell-Jobs's pet (one of the owners of the Democratic Party), then kissed Trump's ass on top. His entire deal was making connections with rich white people who wanted a black friend to tell them they were not only good people, but the best people. Excellent work if you can get it.

I don't think you can start this charm offensive after the crime, though. The only person I've ever seen manage that is Rob Blagojevich.

As has been said, the value of standing under a huge tree is more the shade, not the fruit. Your rich friends may never do anything for you, they might only value your friendship because you're one of the few who have never asked them for anything. But, consistent with that, if somebody attacks you they'll defend you as hard as they defend their other possessions. That kind of armor enables you to pluck fruit from other trees.

frogperson 6 hours ago
He broke an unwritten, cardinal rule, which is to never steal from the rich.
Aurornis 4 hours ago
Believe it or not, smaller fraudsters get prosecuted all the time, too. One of the news reporters I followed on Twitter in my area liked to follow all of the small cases of real estate and business fraud in my area. There were a lot of prosecutions for people who were stealing <$10K at a time through affinity fraud and fake business investments.

You just don't hear about them as much because someone going to jail for stealing $60K from a couple families from their church in a fake real estate scheme isn't as exciting as a massive fraud against JP Morgan.

HankStallone 2 hours ago
A few years ago the manager of our local Menards got convicted of stealing over a half-million dollars over 5 years. She only got 180 days, too, and was allowed to leave the jail for work. Depending on how high on the hog she lived for those five years, she might figure it was worth it.

I knew one local HVAC company where the office manager skimmed off six figures over something like 20 years before she got caught. Just slow and steady, never taking enough to be obvious, I guess. It happens more than people would think.

wil421 1 hour ago
I knew a guy whose parents basically invented thrift stores. He’s accountant did the same thing while he was battling drug addiction. Not sure if she ever got prosecuted I think the owner wanted to move on. Then he died of a heart attack.
ChrisMarshallNY 4 hours ago
> He broke an unwritten, cardinal rule, which is to never steal from the rich.

"She".

The name is "Charlie," but it's a young woman.

And, like another young woman, she stole from the rich, and got jailed.

She'll probably get a federal minimum-security prison (no fences and a golf course).

They aren't quite "Camp Cupcake," but they are a far cry from places like Leavenworth (I've known folks that have done time in both).

rdtsc 2 hours ago
> He broke an unwritten, cardinal rule, which is to never steal from the rich.

Right from the article

> Addressing the court before she was sentenced, Javice,

"she was" ...

The title even:

> Charlie Javice sentenced to seven years in prison for fraudulent sale of her startup

"her startup" ...

Kind of curious, how did you determine their gender? Guessing, saw the title on HN only without clicking on the link assumed it must be a "him"?

showmexyz 6 hours ago
Still what she did was fraud. From the article - "Still, the judge criticized the bank, saying “they have a lot to blame themselves” for after failing to do adequate due diligence. He quickly added, though, that he was “punishing her conduct and not JPMorgan’s stupidity.” "
mothballed 6 hours ago
Not to justify it, but why isn't the founder of UPS (edit: Fedex) in prison? I don't think it was legal to go and literally spend their money at the casino.

If you turn a profit no one cares (unless you're Shkreli, don't think his investors lost money, but he pissed off some politicians because he said the quiet parts out loud about how the pharma industry works), if you lose it's fraud.

When all the winners are doing it, hard to compete otherwise... not that it makes it right.

curiousObject 4 hours ago
why isn't the founder of UPS in prison? I don't think it was legal to go and literally spend their money at the casino

That was FedEx’s founder, Fred Smith. It wasn’t UPS

He only had $5,000 of funds remaining, which he gambled playing blackjack, so the potential loss to investors was small. He’d already lost almost all their investments through operating FeDex

FireBeyond 4 hours ago
The investors?

At that point he had been stiffing his pilots on wages for weeks or months, and with many also paying fuel bills on their personal credit cards/checks, since many fuelers had canceled FedEx's accounts.

Yeah, $5K isn't a whole lot, but if I'm a pilot struggling to put food on my family's table, and the CEO takes company money to Vegas, I'm not thinking "Oh, but the investors" or "Sure, it's not that much money anyway".

I don't see why people (not saying you, in particular) see this as some heroic founder "risking it all". He wasn't. He was risking the company's "all", after asking the employees to suck up his mismanagement.

curiousObject 4 hours ago
some heroic founder "risking it all". He wasn't. He was risking the company's "all", after asking the employees to suck up his mismanagement.

I agree. He was asking employees not to cash their paychecks sometimes. $5000 is inconsequential compared to that forced investment from employees and business partners

red_rech 4 hours ago
[dead]
1123581321 5 hours ago
There is truth to this. She was exposed because JP Morgan ran a marketing campaign that converted extremely poorly. Better purchased data might've prevented significant forensics. The poor due diligence had already been signed off.

While she committed fraud, I feel sorry for her because of her naivety. It must've been a sick moment when they asked to examine the data during due diligence. If she'd known that would be used for marketing integration so quickly, maybe she would have backed out of the deal.

miltonlost 4 hours ago
From the complaint: > In particular, CC-1 and JAVICE asked Engineer-1 to supplement a list of Frank’s website visitors with additional data fields containing synthetic data. > Engineer-1 was uncomfortable with the request and stated, in sum and substance, “I don’t want to do anything illegal.” JAVICE and CC-1 claimed to Engineer-1 that it was legal. JAVICE stated to Engineer-1, in sum and substance, “We don’t want to end up in orange jumpsuits.” Engineer-1 declined the request from JAVICE and CC-1.

She's not naive. She was told this was illegal and then did it still. She knew this was fraud.

1123581321 1 hour ago
Yes, read the same. Naive in thinking she could get past that and they wouldn’t do anything particularly revealing with the data. A smarter fraudster would’ve backed out earlier with less damage.
privatelypublic 5 hours ago
What are you thinking the crime would be? He bet his company on a literal toss of the dice instead of the routine figurative ones.

Outside of Bribery and ?SarBox? (Whichever regulation handles kickbacks, etc), I can't think of anything.

mothballed 5 hours ago
If you spend investor money at a literal casino while advertising a non-casino related business, and pay the investors back, probably people will view you as not committing a crime.

If you get investor money or get a loan on the basis of funding logistics investments, bet it on roulette red, and go bankrupt, I would expect you'd be looking at hard jail time for fraud.

So I'm thinking the crime would be nothing, because he was a winner, and the optics totally changed, and fraud relies on very subjective opinions of a jury.

bryanlarsen 4 hours ago
There are lots of examples of people going to jail despite investors getting their money back, like SBF and Shkreli. Even Madoff investors got 94% of their investments back.
mothballed 4 hours ago
Shkreli is the only one of those 3 that fully paid back his investors, and it took him pissing off virtually every politician and a bunch of wealthy insurance executives/administrators to get enough resources mobilized to get a conviction (and being one of the most uncharismatic people on earth, which didn't help him at trial).

I think you are definitely in a much worse place for a fraud conviction if you lose money.

bryanlarsen 4 hours ago
News stories said SBF investors were going to get 118% of their money back. Did that not happen?

https://techcrunch.com/2024/05/08/ftx-crypto-fraud-victims-t...

mothballed 4 hours ago
No because the assets ('money') deposited to SBF were crypto, and you just gamified it by doing a currency exchange to USD while disingenuously failing to note that in that time the USD value of the crypto went up.

If you want an accurate reflection, note how much of the crypto deposited went in, and then how much came back out after SBF lost it.

This would be like me depositing USD, someone stealing some of it, then you bragging the value went up because I have a larger quantity as measured in Venezuelan Bolivars. What actually happened is their % they recouped was less than 100 until you artificially change to an entirely different currency.

bryanlarsen 3 hours ago
Sure, if you believe crypto is a currency.
BobaFloutist 1 hour ago
Ok, I deposit stock shares, you lose 50% of them under the couch, but the stock price goes up 110% so when the government seizes and liquidates your assets I have slightly more cash than the original value of what I deposited. Did you lose me money?
bryanlarsen 1 hour ago
I didn't lose you your stake, I lost you your gains.

Losing the gains put SBF in jail for 25 years. Mothballed original comment was "So I'm thinking the crime would be nothing,".

Macha 2 hours ago
It’s not super relevant. If you were responsible for managing a property for someone and instead sold it outside your agreed authority and dumped the money into nvidia shares in 2020, you’d still be in trouble with the owner of that property even if the nvidia shares did better in USD terms than the property would have
bryanlarsen 1 hour ago
Yes, which is why SBF is in jail for 25 years.
5 hours ago
potato3732842 5 hours ago
> (unless you're Shkreli, don't think his investors lost money, but he pissed off some politicians because he said the quiet parts out loud about how the pharma industry works)

What's the TL;DR? His wikipedia page doesn't make it obvious.

mothballed 5 hours ago
Shkreli's schtick was to buy out or control pharma companies that had a monopoly and jack the everliving fuck out of the prices. He had some programs for uninsured people, but he would milk the insurance companies absolutely dry, which gave him some wild profits.

This made a bunch of powerful people absolutely enraged, as he was basically publicly bragging about jacking the ever living fuck out of the prices. Pharma companies do this but Shkreli would publicly say it and tell the truth that basically the other companies were doing it while pretending to be good people, and he was only being honest about it. Poor people were pissed because they were told they couldn't get their drugs (I'm unaware if the program that allowed uninsured people to get them for cheap was real or not), and the rich insurance people pissed because he was basically he was bilking them.

So they went back and discovered one or some of his other early enterprises weren't profitable, but that he had used money he made off his later pharma enterprises to pay back his earlier investors.

In trial, his investors testified they were happy with the situation, lost no money, and would invest with him again. But they still convicted him for fraud, even despite the 'victims' themselves did not believe they were defrauded. It didn't help that Shkreli is probably one of the most profoundly unlikeable people you can possible listen to, unless you're not bothered to hear a hyper-capitalist be honest about how they do business.

potato3732842 4 hours ago
Sounds like basically the big boy version of how all the other psychiatrists who run plausibly deniable pill mills will screech about the one running a flagrant pill mill until they lose their license.
notmyjob 4 hours ago
Victims not wanting prosecution doesn’t absolve the perpetrator as wife beaters learn all the time. I also think Skhreli’s biggest mistake was threatening Hillary Clinton.
mothballed 4 hours ago
If a wife says at trial she wasn't beat, it's extremely likely you're getting a conviction. I'm aware of a recent high profile case (Mike Glover) where the partner even had signs of broken bones and a beaten down door and the partner just later changed her story to those being due to a recreational accident outdoors and that pretty much terminated the case between that and her not providing a favorable testimony. But that's aside the point.

In this case the wife never called the cops, and then when the cops showed up she claimed she wasn't beat, and not only that she has no visible marks or bruises or anything.

And none of this is justifying any of it. Just showing how far outside of what we commonly see in fraud cases that actually get convicted.

FireBeyond 4 hours ago
This is a really weird spin on Shkreli's antics.

He would paint himself as a working man's hero, "I'm making insurers pay more so you can get your drugs cheaper", always avoiding the awkward questions of where the insurer's money came from and why premiums kept rising (note that I'm also not siding with insurers here, especially those who have implemented PBMs to leech money into their pockets). He basically treated the public as useful idiots who thought that insurance was paying more for their drugs out of ... charity? Goodwill? The money fairy?

Then there was also the fact that at least once (and to a slightly lesser extent, twice), he went to the FDA to block the approval of a new drug, arguing it shouldn't be on the market. Why?

Not because it was less effective than the market options - it had better results.

Not because it had more/worse side effects, complications and interactions - it had better results there too.

Not because it was prohibitive, or patenting or anything stifling to the market.

No, it was because Shkreli had recently purchased a manufacturer of one of those existing drugs and their portfolio, and had been in the process of ramping up his price gouging on that drug, i.e. "The FDA should block approval of this better drug because it limits my ability to profit from my 'worse' drug."

mothballed 4 hours ago
Regardless on your take about his antics, it seems clear the fraud prosecution had a lot more to do with his pharma antics than the government actually caring that much about how he paid back investors at prior companies, especially since to my knowledge none of his investors were going to the government with complaints. No one gave a shit about the guy until his (seemingly legal) pharma 'gouging' practices pissed off a huge segment of influential people.
FireBeyond 3 hours ago
I do unfortunately agree with that. But to this day I still see people who see him as some unsung hero, and the prosecution of him for one of many horrible acts was one that only doubled down on that vision.
arbuge 4 hours ago
She
taytus 4 hours ago
same as Theranos
troyvit 5 hours ago
I was about to go on a rant about, "Why is it ethical to put people in jail for doing things that only affect money? Was anybody at JPMorgan hurt as bad as jail will hurt this person?" But you already answered the question.
fourseventy 2 hours ago
If I steal all your money I shouldn't go to jail?
generalpf 5 hours ago
Another Forbes 30 under 30!
duxup 5 hours ago
It's funny how a lot of those media blurb lists are just "this person says they're doing things at a functional business".
drcongo 4 hours ago
Has anyoine from JPMC gone to prison for 2008 yet?
SpicyLemonZest 2 hours ago
A number of people from JPMC have gone to prison for financial crimes in general, including some (e.g. https://www.justice.gov/archives/opa/pr/former-jp-morgan-tra...) which occurred during 2008. Nobody from JPMC has gone to prison for causing the 2008 financial crisis because there's no evidence that someone from JPMC caused the 2008 financial crisis.
2 hours ago
exasperaited 5 hours ago
Sentenced to a really, really expensive purchase of Trump shitcoin. I'm sure he can find something to like about someone who made a fool of JPMorgan.
renewiltord 5 hours ago
Lol the biggest loser here is the ad tech company that was used to validate the entirely generated emails and somehow gave JPMC the belief that the emails matched in the DB. Get fucking rekt.