blastdoor
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Mike Wuerthele said: blastdoor said: Mike Wuerthele said: blastdoor said: This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. The concerns about AI are not abou…
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Mike Wuerthele said: blastdoor said: This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. The concerns about AI are not about earnings next quarter or even next year. It's abo…
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This earnings report in NO WAY proves that people worried about Apple's ability to capitalize on AI are wrong. The concerns about AI are not about earnings next quarter or even next year. It's about 18 months and further out. One thing I'm very …
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voice-of-reason said: mrwitt said: Tariffs are a very positive long term strategy. Our country has been taken to the cleaners for years with gross trade deficits. this is a mind-numbingly ignorant comment. Tariffs do NOT address tra…
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From what I’ve read of perplexity, their strength is more about integrating different technologies into a coherent product than about developing their own core technologies (though they have some). it’s the integration of technologies into a compel…
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I read that in The Apprentice, they would just cobble together clips of film to support whatever capricious decision Trump made, all in order to make him look smart and decisive. I’m getting the sense that something similar is going on here with ta…
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While there are clear advantages to owning and controlling key technologies, it’s not essential. Apple has a long history of designing great products using other companies technology. For example, nearly every technology in the iPod was “off the she…
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danox said: lordjohnwhorfin said: I don’t know anyone so loyal that a $200M sign in bonus won’t sway them. We’re not talking about a 20% salary increase here. This is lifechanging money.Do you really think Zuckerberg is going to pay o…
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lordjohnwhorfin said: I don’t know anyone so loyal that a $200M sign in bonus won’t sway them. We’re not talking about a 20% salary increase here. This is lifechanging money. Exactly. Anyone smart enough to attract an offer of that much mo…
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Stabitha_Christie said: charlesn said: Stabitha_Christie said: Wesley_Hilliard said: Stabitha_Christie said: I love a good rumor as much as the next person but can we not normalize this kind of behavior? While it …
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I read a rumor that the iPhone 18 will be even better than the iPhone 17 — it might also look slightly different. So I’m going to wait for that one.
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dewme said: "Nonetheless, TD Cowen does believe that Apple has 18 months to make Apple Intelligence a compelling feature. " Or what? I think the implication is that consumers will perceive Apple to have a less compelling offering than G…
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brian_001 said: well said @blastdoor Apple's research is topnotch but they are legging behind in implementation of their research work to make various products and services. Yup. It reminds me a bit of how once upon a time Toshib…
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Apple employs very smart people and is definitely a leading technology company. They are not behind in that regard. But they are behind in integrating those technologies into a compelling AI product — that is, a truly useful product that people and…
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Wesley_Hilliard said: blastdoor said: Wesley_Hilliard said: blastdoor said: Wesley_Hilliard said: I think there's some truth in the middle here. AI is a tool, and can be useful, in certain circumstances. I've n…
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Wesley_Hilliard said: blastdoor said: Wesley_Hilliard said: I think there's some truth in the middle here. AI is a tool, and can be useful, in certain circumstances. I've never dismissed it as a passing fad, but I do think t…
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Wesley_Hilliard said: I think there's some truth in the middle here. AI is a tool, and can be useful, in certain circumstances. I've never dismissed it as a passing fad, but I do think the hype around it is overblown nonsense from those s…
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mpantone said: For anyone who thinks that AI is a passing fad, you are completely out of touch with reality. AI is here to stay. It's doing some amazing things in the enterprise markets and if it can eke out 100 basis points in net profit fo…
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Apple today is almost the antithesis of the Apple that introduced the iPod in 2001. The iPod had almost no critical technology that Apple owned. The OS was licensed (Pixo). The key bit of hardware was a 1.8" hard drive from Toshiba. The value-ad…
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Kansas City has a women's soccer team (the Kansas City Current) that has a new stadium built specifically for it. It's the only women's professional team in the world to have their own stadium. I'd love it if Ted were to coach a fictional version …