blastdoor
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The thing I miss is an Intel that designed and manufactured the best chips in the world. After Andy Grove, Intel switched mottos from “only the paranoid survive” to “only the complacent maximize next quarter’s profit and the CEO bonus.” Those CEOs a…
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ilarynx said: This article helps to explain the small pockets of minions supporting the chaotic tariffs: The strange link between Trump’s tariffs and incel ideology Meet the lonely men who think the tariffs will get them girlfriends.https:/…
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mpantone said: The rare earth mining element issue isn't China's only card in this trade war. They also hold about $770 billion in US Treasury bonds. That's a more dire concern for the US government. If China (or other countries) decide to d…
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I’ve been moving to the camp of people saying Cook needs to go due to the AI situation, but maybe in this context it’s more important to have a CEO adept at getting what his company needs from the dictator than it is to have a CEO who knows how to m…
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Note, that while the CSAM detection feature has several parallels to the new Apple Intelligence training system, they are built on different technologies. The noise introduced to the data sets to obfuscate user data, which is what makes it Different…
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anonymouse said: Can AI please stop using the word 'reciprocal' in describing these tariffs, or at least put it in scare quotes? There's nothing reciprocal about Trump's "reciprocal" tariffs, it's just another instance of Orwellian language p…
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It sounds like (maybe?) consumer electronics (or at least some) are going to fall under the 'semiconductor' tariff rate ,which is much lower than the 145% China rate. Consumer electronics is also a very big piece of what the US imports from China. …
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Other salient info here: https://daringfireball.net/linked/2025/04/10/wayne-ma-the-information-apple-siri-fumble taken altogether, this brings me to the conclusion that Cook needs to go. Apple needs a “product guy” in charge again.
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https://www.federalreservehistory.org/essays/stock-market-crash-of-1929#:~:text=By%20mid%2DNovember%2C%20the%20Dow,crash%20heights%20until%20November%201954. “On Black Monday, October 28, 1929, the Dow declined nearly 13 percent. On the following d…
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Yawn. The world would be better off without Meta, ergo this is bad news for iPad users.
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radarthekat said: Here’s something the MAGA crowd doesn’t seem to know is coming. This 90-day delay… they think countries will use this time to kiss the ring. Yes, they will send their emissaries to Washington, but back home they will be …
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9secondkox2 said: Smart people do smart things. It’s why cook preemptively met with the president prior to the election and why the admin is letting some of the fine tuning show now. This is a point I agree with. Cook was smart to meet …
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An important concept to be aware of: https://www.investopedia.com/terms/b/bear-market-rally.asp
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So will we get to do this all again in 90 days or will he just let it drop? Who knows. I guess what's pretty clear for Apple, though, is that they need to get Indian production up to a level sufficient to meet US demand. Also, be sure to have a st…
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hmlongco said: godofbiscuitssf said: Uhh no. Rare to see such a well-considered and erudite argument. Why not? New facilities in India, IIRC, manufacture about 20% of all iPhones. Sounds like you were totally right.
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I read somewhere that Trump might be approaching a “Liz Truss” moment, but I’m not sure how that works in the US. There is no king to ask “are you still here? Oh dear, oh dear.” perhaps it will be more like “et tu, Elon?”
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eightzero said: blastdoor said: The China risk for Apple is huge. China is likely to stand up to Trump in more ways than one. I think the probability of a Taiwan blockade has gone up a lot. Apple will survive, but profits and the stoc…
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mpantone said: linkman said: I'm convinced this morning is the lowest AAPL we'll see. So convinced that I spent all of my remaining brokerage cash account on it. Cook knows how to master Apple's supply chain and it is extremely likely …
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linkman said: I'm convinced this morning is the lowest AAPL we'll see. So convinced that I spent all of my remaining brokerage cash account on it. Cook knows how to master Apple's supply chain and it is extremely likely he was prepared for th…
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AI servers, the report suggests, are exempted if they are Mexico, USMCA compliant. One thing I've been wondering -- one way to kinda-sorta reduce the impact of the tariffs could be to move more functionality from on device to Apple's servers. It wo…