DanielEran

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DanielEran
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  • Apple launches another kind of Bootcamp at WWDC, and it's a HIIT

    Soli said:
    Good on Apple. I hope they have workout sessions every day for this WWDC and future developer conferences. I wonder if Steve Jobs would've ever greenlit this had the Apple Watch existed under his watch.


    For DED:

    1) Was there a requirement to have an Apple Watch to be part of this session?

    2) How long was the workout session?

    3) Did you have to sign up far in advance to get in and was it full?
    A lot of people had an Apple Watch but it wasn’t required. For the Nike Run Club tomorrow, they recommend bringing a phone or watch with the NRC app and headphones to “join the full experience.” 

    It was 45 minutes. I was wet after haha. 

    No no it was first come first served. There were about 200 mats laid out, and they likely had more available if more people hadn’t been out for drinks the night before or didn’t want to slee in. 

    Steve was all about the Nike+ app and health stuff so I’m sure he would love the direction of Apple in health and fitness. 
    Soli
  • A look at Apple's secretive strategies set to unfold at WWDC 2018

    dewme said:
    I really (really!) hope that Apple doesn't fall into creating a SDK/API/Platform/Toolkit galaxy of time sucking black holes like the ones that Microsoft created for itself throughout the 90s and 00s. An endless parade of unfinished, ever changing, and unfulfilled promises perched precariously atop fragile SDKs, APIs, Platforms, Toolkits, and fantastical reimagined architectures that kept tens of thousands of engineers very busy for years building technical tidbits that would too often never even see the light of day and constantly keeping customers sitting on their hands year after year waiting for the next big thing that would transform their business and pump up their bottom line. It ends up being an endless chain of pass-along promises and everyone ends up losing - except the company selling the toolkits and technical book publishers.

    Apple's success is based on its ability to deliver highly compelling, easy to use, valuable, and reliable products (and to a lesser degree - services). These big geek laden mashups like WWDC are fabulous opportunities (and boondoggles) for those who will be building the pieces and parts too get with the program so they can help bring the next round of products and services to market. But Apple has to be very careful to always be selling this technology to the technologists who "touch the code" and don't try to sell technology to the managers, directors, VPs, SVPs, C-suite residents, and especially end-customers. There's nothing quite as horrifying as seeing your CEO get up at a big customers facing conference and start spewing the virtues of service oriented architecture (SOA) like they're selling Swiss Steak as the daily special at Bob Evans. "You, our most valued customers, you need some SOA (pronounced 'so ahh') and by golly we're the ones who are gonna bring you the best SOA on the planet, with some help from our friends in Redmond no less, and it's going to be totally awesome. You're gonna love it. Maybe with some green beans on the side." 

    It's all about the products. Don't forget that.
    Part of MSFT's problem was that it was creating entirely software-based solutions that had to be paid for via licensing.

    Much of the new APIs that Apple is opening up are (as the article notes) actually internal work that it is making usable to third parties. Core ML isn't chasing after everyone else's ML API, but rather the work Apple did internally to develop ML-based features in Camera, Siri and the word suggesting quicktype keyboard. That's the same formula behind building iPhone apps, then opening up the SDK to third parties to build more.


    Soliradarthekatrandominternetpersonjony0watto_cobra
  • Bloomberg obsessed with Google's Pixel, Apple's iPhone Supply Chain -- but not Google's Pi...


    Google is not a hardware company.
    Not for much longer. They have a team of chip designers working on their versions of the Apple 'A' series.

    The question is... Will Aphabet get tired of it and like so many things, the close them down.
    Only time will tell.
    A primary problem for Google's custom chip development is that it can't sell hardware at any price. Recall that Apple had a lead with PowerPC in the late 90s, but because Macs were the only customer, PPC fell behind. Google is selling about half the Pixels as Apple was selling Macs back then, and developing a chip (or even a function) differentiatingly competitive with Apple's A11 or Qualcomm, etc is a bigger task than pushing the clock speed of a G5 ahead. 

    The point of Android was that the crappy PC makers were all supposed to lock arms and take down the big bad Apple in smartphones. Instead, they are competing with each other on price (just like they did in PCs!) and Apple is advancing in ways they can't keep up, while they're forced to spend lots of money to make very little profit. 
    applesnorangesbaconstangMuntzmacxpresswatto_cobra
  • Apple bought back a record $23.5B of AAPL shares in Q1 as Wall Street peddled "full panic ...

    Good story!
    The truth is:  The stock buybacks began several years back when Carl Icahn raised enough fuss as an activist shareholder to force it.  At that point, Apple had to borrow the money in order to pay it out to the shareholders.  But, with interest rates near zero that wasn't a big deal.  

    Now interest rates are rising which makes that strategy far less appealing.   So, the federal government borrowed money (or will borrow it) to issue tax cuts -- which Apple is now distributing to its stock holders.   So, eventually the American people will have to pay the debt that Apple is distributing....
    Apple started its stock buybacks in 2012. Carl Icahn showed up in late 2013, announced he'd bought lots of shares and demanded Apple push tons of its cash to shareholders (via dividends) so he could raid Apple's cash pile and leave. Apple largely ignored him. He then sold off on "China Concerns" in 2016 when AAPL was priced below $100. So he missed out on massive stock appreciation. He apparently had amassed nearly 1% of the company. 

    Apple followed its own strategy for buybacks, not mostly dividends. Buybacks help every shareholder. Dividends are a payout that shareholders have to pay taxes on immediately, and after you get a huge dividend the remaining value of the stock goes down in proportion.

    Apple didn't borrow to follow Icahn's advice. It borrowed because spending its cash would have incurred a US penalty tax. Otherwise Apple could have just spent its cash directly.
    cgWerks
  • Apple bought back a record $23.5B of AAPL shares in Q1 as Wall Street peddled "full panic ...

    In the years following the Great Recession Apple and many other companies were borrowing money (at super cheap rates) in order to funnel it out to shareholders as stock buybacks and dividends --which is obviously not a sustainable business model.  But it kept the stock market in a 10 year bull market -- the largest period of sustained growth in its history (Well, actually, the 2nd longest).

    But, now that the Fed is raising rates, that mechanism is no longer viable.   So, rather than letting the stock market crash to its fundamental value, they thought up a new ponzi scheme:  The federal government borrows the money, funnels the proceeds to corporations and the corporations funnel it out to their stock holders via share buybacks and dividends.  Essentially, the U.S. government borrows the money from China and gives it to stock holders...

    Like all scams, it's a brilliant scheme that works really, really well.   Until it doesn't.
    Apple borrowed Bonds against the value of itself, effectively its cash overseas. So it paid extremely low interest for flexibility to avoid paying very high tax penalties. It can now hold that debt and spend its cash pile, and pay off its debt from earnings (or cash, but it can probably invest its cash with a far better return!)

    Rates are rising, but Apple no longer needs to issue debt.

    How do you think the fed govt "funneling money to corporations"? Apple is distributing its earnings to shareholders. Apple also holds billions in US Govt securities. 
    chabigtmayMacProbaconstangcornchipbrucemcDon.Andersenjony0