danox

charlesn said:

delreyjones said:

Wesley Hilliard said:

Still waiting for someone to explain *how* Apple is behind in AI.

If I’m not mistaken, Nvidia are the only ones to have earned any meaningful profit from AI.  It’s easy to imagine Apple offering AI as a subscription service and thereby become the first profitable AI company after Nvidia.

You are mistaken. AMD, TSMC and others involved in the design (like NVDA) and/or manufacture of AI chips are doing quite well and are profitable. 

All three companies are profitable for now, but if the public facing AI software part doesn’t takeoff, and it probably won’t since people (the general public) are expecting Robbie the robot, a lot of their current profit will disappear because the bubble will burst, AMD, and particularly Nvidia will be left in reduced circumstance.

Apple is right to lay the groundwork/foundation because at the end of the day it’s going to be the software (ecosystem) that is useful to the public every day that will win out.

Fidonet127 said:

oddly, I don't see the usual people saying Apple needs to give up on such a useless product as AVP.

Those same people also said Apple should stay married to Intel forever, and these days, they also say Apple should never make a server or do any long-term projects everything has to be instantaneous like winning the lottery.

xyzzy-xxx said:

I hope this did not happen !

Jamie Dimon and Chase had to put down a lie that Trump told….. A business loser like Trump needs to associate with those that are better than him.

https://www.forbes.com/sites/dereksaul/2024/10/04/jpmorgans-billionaire-ceo-didnt-endorse-trump-despite-trump-saying-he-did/

https://www.nytimes.com/2024/10/04/us/politics/trump-dimon-false-endorsement.html

OctoMonkey said:

delreyjones said:

DAalseth said:

I think it could be mostly true. CEOs are kind of like dictators so dealing with real dictators is often more comfortable for them than dealing with democratic governments, even if they might not like the dictator personally or agree with all of their policies. 

Sure, you can speculate anyway you like.  But since Trump is such a confirmed liar, there's no credible evidence that it happened.

Confirmed liar...  So he has now officially joined the ranks of the political class.

Except how many others are convicted felons, and a liar he stands alone…..

There will be some smart doctors that also know how to program that will build software tools to make use of the Apple Vision or some future variants going forward in the medical fields.

https://www.prnewswire.com/news-releases/exex-and-neurosurgeon-dr-robert-masson-achieve-world-first-using-apple-vision-pro-302054787.html 

https://healthsystemcio.com/2024/09/30/apple-vision-pro-longhurst-broderick/ Rumblings in the force Apple definitely needed to release the Apple Vision to get it into the hands of as many very smart people so that they can get as much feedback to the hardware and software engineers at Apple to flesh out Vision OS and build new API’s needed by the developers.

https://www.zdnet.com/article/these-are-the-vision-pro-apps-apple-says-will-transform-healthcare/

Obviously none of this is instantaneous, the Apple Vision ramp up will be the same as the Apple Watch small iterative steps that build up into big things over time, the software/hardware race is at the beginning of the cycle.

Buy more shares or continue to hold? Hmm….