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Posts by Blastdoor

Anand is a smart guy and I appreciate his detective work (and that of his sources), but I found this paragraph a bit odd: "The challenge is that at full tilt a pair of Cyclone cores can consume quite a bit of power. So for now, Cyclone's performance is really used to exploit race to sleep and get the device into a low power state as quickly as possible. The other problem I see is that although Cyclone is incredibly forward looking, it launched in devices with only 1GB of...
 I think you are living in a 1978-era Reagan fantasy if you think that the only variation (or even the primary variation) in income and wealth is due to how hard people work.  I'm not arguing that how hard people work is totally unrelated to income and wealth, but the relationship is not as strong as I think you would like to imagine.  I'd say the primary sources of variation in income and wealth are due to (in decreasing order of importance): 1. How smart you work, not...
 Which policy response is best really depends on what the source of the problem is. If there are a lot of productive people out there who are poor just because of some irrational prejudice on the part of firm managers, then affirmative action makes sense (though that would definitely require government involvement). But I don't think that's the main problem we face today. I think the main problem is significant inequality in access to resources, starting at birth. This...
 I agree that firms should hire the best people for the job without regard to race, age, sex etc.  However, I also think that there are real inequities in society that need to be addressed, and that in far too many cases people who say what you said (and what I agree with) pretend those inequities don't exist or are opposed to every single idea for addressing them.  So I think that if one rejects one idea, then there is some burden on the rejector to suggest an...
 thanks for checking -- that number sounded absurd to me, too. 
 A challenge with replacing Intel with an A# chip in Macs is that backwards compatibility with Intel programs will require emulation, and emulation speeds might not be that great. In the past when Apple has changed CPU architectures (680x0 to PPC; PPC to Intel), the architecture Apple was moving to was substantially more powerful than the one it was leaving, meaning that the emulation penalty felt by end-users wasn't too horrible. But if Apple moves from Intel to their own...
I totally understand the fund managers' perspective and might even do the same thing if I were in their shoes. Apple is a huge company, with big profit margins, and without any monopoly power (as its traditionally understood, anyway). Take away the name Apple, call it "company X", and 9 times out of 10, you'd expect to see stagnant profits *at best*. And more likely, declining profits as other firms compete with you and drive down your margins and/or take market...
 It could be that Imagination has long term licensing deals with Apple's competitors and that Apple would have to honor those deals. That might make buying Imagination seem less appealing to Apple.  Another strategy might be to do with Imagination IP what Apple does with ARM IP --- license key aspects of the IP, but then take that and build something far better than what other licensees are building. To accomplish that Apple just needs to patiently build up an internal GPU...
 This.  On the one hand, this buyout price is greatly exaggerated because it's mostly paid for with super inflated facebook shares (funny money). On the other hand, $4 billion in cash is still far more than this company is likely to ever be really worth.  The value that Apple gets for its acquisitions is pretty impressive compared to deals like this. Heck, I bet the inflation-adjusted cumulative price of every company Apple has ever bought is noticeably less than the price...
I agree -- there is no way that Nest was worth this much to Apple.  But maybe it is worth this much to Google. Google's strategy is to sell our info and eyeballs to advertisers. Nest products have prominent placement in people's homes, providing another way to insert ads in front of our eyeballs. Also, Nest products gather a lot of data about people, not least of which whether they are home or not.  Heck, between the ad placement and information value, I wouldn't be...
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