danox
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Apple to buy back $100 billion in stock, raise dividend by 4%
discountopinion said:I would have preferred a much stronger increase in dividends than stock buybacks as Apple has burned 400+ billion on reducing outstanding shares with just 12%.
Likely their buyback program does provide some minor price support during dips and they can now scoop up a lot more shares at a discount.
I am wondering if they could have deployed a couple of 100 billion of their capital towards AI back in the day and avoided the Siri travesty and lagging behind on AI in general.
Feels like they thought that their existing model would go on in perpetuity.Siri can be fixed by simply phoning home to super computers for every request, Google, Microsoft and Meta love that solution (Robbie, the robot) because they get to collect as much information on the in user as possible Apple with Apple Intelligence was going down a different path, the path where everything would be done on your device (on the edge) that takes longer to do particularly when you’re also working on the Apple Silicon hardware at the same time as a vertical computer company…..
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Apple files appeal against court ruling that mandated App Store changes
youngjm said:Apple built the platform from the ground up, with some open source compents, and they are entitiled to be paid for that and for the continued development. Epic did not like the rules and wants to use apples platform for free. I hope the courts will finaly shout out Epic and make them play by the same rules as all the other developers prior to this ruling. Epic probably could have recieved their own agreement with Apple but he wanted to use a platform without paying for it. I hope Epic fails at this but they probably won’t. There are enough people who will use it.Apple is the one that will be stuck with the parents who had their kid charge three grand in the Epic store crying to the TV/Print media that Apple should bail them out because Epic and Sweeney Todd are nowhere to be found.
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iPhone 18 Pro leak claims under-display Face ID is on the way
Buy a Windows PC with an Intel cpu you deserve it….Oliver#65 said:This will be great tech but if the iPhone 18 launches with Apple’s C1 or C2 modem and not a Snapdragon it’s DOA ☺️☺️
So Apple is not allowed to design engineer and iterate over time with the C1? Like they did with the M series SOC’S which, by the way are one generation @ the most two generations away from being at the top of the heap when it comes to CPU’S/GPU’S across the line when compared to the competition Intel, AMD, and Nvidia. Your observation is the same attitude leading up to the M1 introduction. The M5 and M6 will be beasts pretty good for a company who can’t innovate…. according to the tech and Wall Street world.https://www.notebookcheck.net/Qualcomm-s-Snapdragon-X-Elite-laptops-have-a-dirty-secret-when-it-comes-to-external-monitor-support.896451.0.html Qualcomm troubles are interesting many of them would generate the word doomed if they were Apple. But the word doomed seems to be reserved for just for Apple.https://browser.geekbench.com/mobile-benchmarks ; Qualcomm five years behind….
https://arstechnica.com/gadgets/2022/09/arm-sues-qualcomm-over-its-1-4-billion-nuvia-acquisition/ Qualcomm has other worries.
On other hand Qualcomm wasn’t happy and is probably getting their legal department together to sue Apple over the C1 modem, because in time Apple will execute, it is just one more thing Apple has done that will leave Qualcomm even further in the dust. They already are functionally five years (generations) behind Apple Silicon iPhone SOC’S and that will only increase when Apple introduces the M5 series in the fall, and the C1 will only get better C2 and C3 most certainly are already being worked on with the C2 probably already finished in the back room.
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Apple may be gearing up for first corporate bond sale since 2023
I hope they don’t do it, but that means they will, just another popular financial sleight-of-hand move used by the upper crust of society. I hate stock buybacks I wish they were illegal again like they were after the 1929 crash for very good reasons. Bank Deregulation in the 1980s is also a part of the decline of America in recent times. Ties in nicely with what’s happening in Washington DC currently…..
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Apple turns to Anthropic to speed up coding & fix buggy tools
avon b7 said:
AI has always been about on-device, edge and cloud processing. The difference has been about what is feasible at any given time.danox said:blastdoor said:Apple co-developed PPC along with IBM and Motorola. They used it for a little over 10 years. PPC fell behind Intel to a point that Apple had to make the somewhat embarrassing admission that they had no choice but to switch to Intel.
Apple not only survived that switch, but thrived. And eventually developed their own CPU that now completely beats Intel.I predict that a similar story will unfold with AI. Apple had Siri and various other AI/ML technologies, but it fell behind. So now they must somewhat embarrassingly rely on external suppliers. But in doing so, they will make their products better and will thrive. Eventually they will develop a superior AI stack internally. Maybe in 5 years this time instead of 15.Isn’t Apple trying to operate on the edge with their Apple Intelligence and internal on device AI solutions? In comparison to the competition, which is just planning to phone home (always be connected) to the super computers, after all Meta, Google and Microsoft want to collect as much information as possible why would they design anything on the edge.
In the near future It will be fun to see the actual comparisons when you turn off the internet connection and run Robbie the AI agent and who can answer or perform that test will be similar to unplugging a MacBook Pro from the wall and doing the same with a Microsoft PC laptop, and seeing which one actually still performs at full speed and also seeing which one has longer battery life under normal usage, Apples mission hardware, software and privacy is a much harder/longer way to go than their so-called competition.
Cars aren't taking life saving decisions by sending them to the cloud and back, for example. The sensing, interpretation and result are done on-device (the car).
Interpreting responses based on communication with traffic lights is done through edge processing combined with on device processing. There is no need for that to be done in the cloud.
Non-time/privacy critical processing can be done in the cloud.
The above also applies to handsets. Things are done where they are best done depending on multiple factors.
As with most things today (in the digital age) losing your internet connection will render most devices virtually useless and that includes iPhones with even with on-device processing.
Bill Gates might disagree but the more memory you have available, the better. Anything with a limited amount of memory will hit a wall sooner or later.
On device processing is a good goal/option but everyone knows this and is working on it. Cloud and edge processing are also key, though.
Just for clarity, I use the term 'edge' to refer to the ICT concept of near-to-device processing without needing a central server.
It can also mean on-device processing but I prefer to say 'on-device' in those cases.Putting only six gigs of memory in the Pro iPhones because they could came back to bite Apple when the AI rush came up (being vertical didn’t help them there), however Google and Qualcomm problem is their SOC being under powered and 5-6 generations (performance wise) back even though they both use eight cores to Apples, six cores SOC processor.
Google‘s problem is that their SOC is six generations behind Apple and their hardware can’t operate on the edge which is why Google and Samsung have to phone home which Google probably doesn’t mind doing so since their business is collecting info probably a win-win situation for them.
