Xed

Synth2 said:

1. ARM wouldn't exist without Apple--ARM started with the Newton.
2. Apple publicly invested >$700 million in ARM just before their IPO a couple months ago--could that have possibly helped their share price go higher?
3. Apple and ARM agreed to a long-term deal (till 2040!) just before their IPO a couple months ago--could that have possibly helped their share price go higher?
4. ARM could have held out for higher royalties before agreeing to said long-term deal just a couple months ago, but they didn't. Hmmm.  
5. Apple does all design and fabrication of their hyper-customized "ARM" chips. ARM does very little. Apple has an “architecture license” with ARM, which allows the company to design its own cores using the ARM instruction set. In other words, Apple does all the heavy lifting in producing their highly customized ARM chips.

1) That's woefully inaccurate. This was the first product to use ARM architecture.

https://en.wikipedia.org/wiki/Acorn_Archimedes

2) I stopped reading after the first incorrect line.

apple ][ said:

Xed said:

apple ][ said:

I'm just going to pretend that I didn't watch the first minute or two of the keynote and ignore any politics.

How horrible that someone considers human rights of others. This wouldn't be political to you if you started believing that people of color deserve equal rights.

It's political crap and I reject it.

Funny how only racists think equal rights for people of color is "political." Everyone else just things it's ethical.

darkvader said:

Because Apple likes to charge highway robbery prices for cables.  They always have.

The chances that's in any way significantly different than any other Thunderbolt cable are ZERO.  It's a standard, anybody building a cable is going to use a similar design. 

Someone doesn't like to read articles before posting.

This from a company that has been milking the Model S design with a "slight refinement on the same thing" for a decade? It's a testament to a great design from the start… but fucking odd for Holzhausen to say.

lukevaxhacker said:

Very simple in concept: return production to the U.S., although hasn't been done for years. Remember the Fremont plant…

Simple to write doesn't mean it's simple to do, and if you actually thought about your comment for a minute you'd realize that if you were to try to produce and assemble every part of an iPhone from only within the United Staes and its territories you'd find that not only would it, likely be impossible without major changes, but also cost prohibitive.

For example, where are getting the rare metals that go into producing the internal components? All from recycle? I can tell you that the US doesn't have vast amounts the way that other countries do. How about the alkali-aluminosilicate glass? I think Wisconsin is the only decent source of low-iron silica in the US, but I don't know how much they have compared to other locations around the world, what the comparative quality is, or how much it costs compared to other sources. How about lithium for the batteries? A google search tells me that the Albemarle Silver Peak mine in Clayton Valley, Nevada, is the only currently operating lithium mine in the United States. Is that enough for all the batteries that Apple uses for all their products? What about every other company that wishes to sell in the US?

Here's the most recent conflict mineral's report from Apple to the SEC...

https://s203.q4cdn.com/367071867/files/doc_downloads/2024/04/Apple-Conflict-Minerals-Report.pdf

What about tantalum? I see that "mining for tantalum in the United States has not occurred since 1959." Is that not a problem? Does the US  have an inexhaustible stockpile of tantalum right now? How about tin? Google says that stopped in 1993? Can that start back up with reasonable results? How about tungsten? No active mining today, but google does suggest that "significant tungsten deposits occur in [12 states]" so why isn't the US currently mining it? The reason is cost, but is that a minor cost or high cost to get that up and running again? BTW, that was had from a single page on that PDF (above).

https://s203.q4cdn.com/367071867/files/doc_downloads/2024/04/Apple-Supplier-List.pdf

When you look at this supplier list (above) how do you recreate all of that in the US?  Even the camera is a component that isn't even Apple's IP. I believe that's still being provided by Sony. So even if you get all the components shipped to the US and pay American workers $25+ an hour to do final assembly you're still looking at massive assembly costs and tariffs that make the notion of your "very simple concept" a more costly and complex endeavor than simply using the current partners.

Finally, we may bel living in an Orwellian 1984, but it's not longer the year 1984 when Apple's Fremont plant started. Jobs tried it but it still wasn't the correct move 40 years ago with the small number of computers Apple was producing with nearly all US component and materials sourcing. Don't believe me? How about a former Apple engineer who worked there?

https://www.nytimes.com/2018/12/15/business/apple-california-manufacturing-history.html

twolf2919 said:

I watched the introduction and couldn't help but laugh when I saw this thing: like a mix of ski and scuba goggles - bonus: the "see through" eyes that seem slightly larger than real-life LOL.  Then I noticed the tether that every shot tried so desperately to hide - in hair, scarfs...anything.  By the time I saw the price I already knew this was DOA - the $3500 was just the flowers on the grave.

Don't get me wrong: from a technical perspective, Apple did an amazing job.  But this product is done in by its form factor - nobody wants to be even more isolated than they already are by wearing dorky goggles, tethered to some batteries in your pocket no less - and by the lack of a killer app.   You heard the word "replace" a lot during the presentation - it can "replace" a large screen TV (not mentioned, of course, is that it can only do so when you're alone)...it can replace multiple monitors so you can work with more of your apps (of course, interacting with those apps is a lot more clumsy than with a physical keyboard and mouse/touchpad)....I kept looking for the metaphor that best fits this product as presented - "jumped the shark" came to mind.  Apple just threw everything it had at the board and hoped that something will stick to make this product succeed.  But I really don't see a standout feature I'd pay $3500 for.  Heck - I don't see a standout feature I'd pay $1000 for.  Now - if this had been presented in a nice pair of stylish AR glasses without an insane tether to an external battery, I might have been convinced....wait another 3-5 years, I guess.

No, you didn't notice that. You made that up.

All 8 photos of it being worn on their main page shows a cable very clearly.

https://www.apple.com/apple-vision-pro/

foregoneconclusion said:

The 2017 tax cuts that CEOs used for stock buybacks are due to expire. These are the same tax cuts that the Fed predicted would increase inflation. Go figure…

Just wait until you see Trump's plan to cut income tax and increase tariffs which will hurt nearly all Americans while benefiting the most wealthy to a huge degree.

applebynature said:

Can one company agree to their terms or negotiate with them one on one rather than waiting for the whole industry to negotiate an agreement? If so, Apple should give them favorable terms and get them to end the strike against only Apple. Then Apple would be the only production company actually producing scripted fiction in the entire industry and it could work out in Apple's favor. We know they have the near-limitless pocketbook to do so. I honestly don't know if this is even feasible or if I'm being naive here, but to me it sounds like that could be a good path for Apple.

It's not against a specific company, but companies that are part of the AMPTP ( Alliance of Motion Picture and Television Producers). Apple is is apart of that alliance and allowed the AMPTP to negotiate terms for writers of the WGA (Writers Guid of America)—which is made of the WGAW (Writers Guild of America, West ) and the WGAE (Writers Guild of America, East).

They failed to come to an agreement by the deadline, hence the strike. According to the Guild, "writers cannot do any writing, revising, pitching, or discussing future projects with companies that are members of the AMPTP," which would come with penalties, including banishment from the Guild which would affect their income down the road. Additionally, any non-members who write for AMPTP members could find they will not be allowed to join the Guild.

Cesar Battistini Maziero said:

ronn said:

I don't need a debate. The choice is that clear: A proven track record for VP Harris who is up against a convicted felon that will do anything to avoid jail. All that talk about President Biden's cognitive decline while the traitor clearly has lost the few marbles he had. MSM want him to be as foul as possible to garner clicks and $$$.

You clearly haven't watched a single source that shows Trump talking actual points to think like that. You are being manipulated.

To each their own, but I can't stand behind a pedophile, convicted rapist, felon, adulterer, and scammer that has never had success with a legitimate business and did nothing but steal from the American people and everyone that has ever worked for him despite having had everything handed to him without ever having to deal with consequences. And that's before we get to America being better off under Biden and before that better off under Obama. I’m neither a Republican nor a Democrat and I agree with George Washington regarding political parties, and yet I sure wish there was an actual Republican in the running against Harris in which to make a decision. MAGA is the ultimate RINO and FOX News is, by definition, the main stream media.

https://teachingamericanhistory.org/blog/george-washington-on-political-parties/

Phase 1: Sell stocks
Phase 2: Announce tariffs
Phase 3: Buy stocks
Phase 4: Announce pause on tariffs

Grifting at the highest levels of government and far too many people are not only OK with this but have convinced themselves that this is good for them and the future of the nation. These are the people that would try to get Biden impeached for accepting a free ice cream cone from a vendor, claimed that Kamala would sink the economy despite a history of the economy suffering during Republicans in control, and would call any Democrat or non-MAGA Republican wishy washy if they ever reversed their position on something even if was decades long.