badmonk

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badmonk
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  • French publishers ask Tim Cook to abandon forthcoming Web Eraser

    Agree with the majority here, if the EU is true about a commitment to consumer rights than the ability to remove garbage from a website and not be tracked by intrusive advertisers from site to site should be a priority over the media companies.

    But if the EU’s priority is sticking it to big (American) tech we will know soon enough.  Love the invention of concepts like “duopoly” that governments use to do their thing.
    williamlondonJanNLwatto_cobra
  • This is the best look yet at Apple's immersive video cameras

    Oh gawd, that rig needs to be streamlined and mass produced and honestly this will be AVPro’s killer application but when?

    Honestly even though I don’t watch sports it would induce me to almost buy an AVPro and a MLS subscription.  Would be great to have an AppleTV show filmed in immersion.  More my style.
    watto_cobra
  • Apple wants all of TSMC's 2nm chips, so they sent Jeff Williams in secret

    This is completely believable, Apple has the funds and between the iPhonePros, iPadPros and MacBooks they should be able to soak up TSMC’s bleeding edge (after all these are the most popular products on the planet).  Articles about TSMC consistently state that Apple takes the bleeding edge and Nvidia follows close behind because they both have the pockets and the need.

    Remember yields will not be great at first.  
    ronn9secondkox2watto_cobra
  • UK newspapers tell Apple its 'web eraser' will put journalism at risk

    I think the UK/EU (and really every other government agency) needs to decide if they want to prioritize the consumer and the internet writ large or other business interests.

    Between pop-ups, surveys, requests for email, tracking permission, the occupation of screen space by ads that blur the line between content and promotion, etc etc, the internet has become progressively un-usable.

    But there seems to be some confusion from governments about what is truly important.

    Honestly we need to embrace the idea of subscribing to websites we use and not to expect them all to be free.
    thtwilliamlondon
  • Warren Buffett has sold a lot of Apple stock so far in 2024

    nubus said:
    Since 2012, Apple has bought back shares worth $674.9 billion, mostly at a price well below where it’s currently trading, so in retrospect it looks like a pretty good use of the funds
    Buying back shares was a terrible use of funds. Apple could have invested in AI like Microsoft or bought shares in MS as the company is performing way better than Apple under Tim Cook. Bought a car manufacturer to actually deliver a car instead of dreaming it and enter the huge market for car financing and services. Even Ford is doing hands off driving something Apple failed to do. How is that possible? Apple could have bought TSMC instead of letting them grow to the point were Nvidia, AMD, Qualcomm, and Intel now all use TSMC. Apple spent a decade as a client investing in output not in control.

    Buying back stocks is a lack of faith in the innovation and business model. Apple should do stuff. Instead Tim Cook has decided to sell products at inflated prices, crawl forward, and return most to share holders. That is how tobacco companies and banks operate. 
    I disagree wholeheartedly, MSFT’s business model works by overpaying for acquisitions
     to expand their products.  AAPL does not have that corporate philosophy and purchases only small companies to bolster in-house development. I have read such bad advice on this forum about what AAPL should do with its cash, buy an automobile company, buy a media company, etc etc.

    Their is a belief among long term good investors that large value acquisitions and mergers actually hurt the individual investor over the long haul because these integrations are really really tough and typically value is not created proportionate to the excessive over valuation of the acquisition.

    There is academic data to back this stance up.

    On the other hand share purchases tell the world that the company believes in its longterm goals to buy its own stock like an individual shareholder.  This goves me confidence that the company is healthy as well.

    A company that has a stock that is at the risk of implosion would never do this.

    Warren Buffet knows this and has done well because of it.
    radarthekatStrangeDaysFileMakerFeller