lukas_canji

About

Username
lukas_canji
Joined
Visits
22
Last Active
Roles
member
Points
50
Badges
0
Posts
22

Reactions

35Like0Dislike3Informative

  • Apple begins notifying eligible developers of App Store rate cut

    lukas_canjilukas_canji
    Interesting. I wonder if this move would have happened if the whole Epic vs Apple saga did not occur. Food for thought. Probably a good move.
    muthuk_vanalingam

  • Apple has the 'key ingredients' needed to disrupt the car market, analysts say

    lukas_canjilukas_canji
    I would be interested to see what their spin on these vehicles will be. They have to lead with something. A break through battery innovation is one such way to establishing themselves as a contender in the BEV space. I think another differentiator will be the in car entertainment and infotainment system. 

    The biggest innovation that will make them a serious competitor in this space is price first, then range, and performance. If they nail price and produce a compelling vehicle that is cheaper than a Tesla Model 3 and equal in range and performance that they will wipe the floor with the competition. Especially the traditional auto OEM's. 

    However...

    I don't think these cars will be affordable (at first). If we know anything about apple, it is that their products do not tend to be cheap. 

    With regards to their self driving ambitions, 1) they JUST promoted the AI lead to head the Autonomous Driving program (this should have been done years ago), and 2) I am curious about what sensor suite they will be using on their vehicles. The current debate in the self driving world is the use of a vision (camera) based system verses LIDAR. Elon thinks LIDAR is a fools errand mainly due to the cost of LIDAR equipment ($250,000 units you see on top of Waymo vans and what not) and the fact that the current LIDAR strategy has these vehicles follow preplanned routes with millimetre accuracy (AKA not great at dealing with emergent and novel phenomena on the road - will just pull over if unsure what to do). Vision based uses much cheaper cameras and allowing advanced ML and neural networks to be trained and allow for full autonomous that can react and adapt as more drive data is acquired. 

    In the pursuit of autonomous driving, those with the most data will win. 

    1) Acquiring data by having an engineer spend his time in the cars manually collecting data is slow and inefficient. Additionally getting unique drive situations that will train your model with strange driving edge cases that cannot be simulated is difficult, if not impossible, to get using this data collection method.

    2) Companies (mainly Tesla) that are selling vehicles and collecting actual self driving data have a massive data advantage and it is not even close. Billions of miles of actual driver data training and improving the model and you pay nothing to get this as it comes from vehicles people have already purchased. 

    3) Given Apple's stance on privacy, I am curious how they will collect the driver data needed to have a compelling self driving solution. I feel this will put them at a considerable disadvantage.

    But Apple has a few aces up their sleeves. 

    1) Chip design for self driving. Tesla has one (which was designed by an ex A series apple engineer). Apple has the expertise and manufacturing experience to make this happen. A purpose designed chip for self driving.

    2) Amazing supply chain management.

    3) Very vertically integrated which will allow for better range/performance due to optimizations between software and hardware (battery management software, heat management, etc...) We have seen this in their mobile devices, and the best performing BEV company (Tesla) is also very vertically integrated which allows for much more rapid innovation and advancement vs traditional Auto. 

    4) A mountain of money to throw on any issue they encounter. They are well resourced to solve very tough problems in the BEV space. 





    Finally (sorry for the long read), I think Apple has us looking in the wrong direction. Perhaps they are looking to do something even more disruptive that simply a BEV. Perhaps they are looking at the future of transportation and see that car ownership will decline with the rise of autonomous driving platforms. Maybe they are working on driverless vehicles that we use when we need, and transport other people at other time when we are not using them. Kind of like the Tesla robotaxi network they keep speaking about. The cost of such a service would be another apple subscription that would include apple music, tv, news, arcade, fitness, AND transport. Ask Siri for a ride to the university and an autonomous vehicle picks you up and drops you at the front door.




    Anyways, take what I say with a grain of salt, but this is interesting to think about what they could be working on. 
    muthuk_vanalingamh2p

  • Apple's block of Xcloud & Stadia game streaming apps is at best consumer-hostile

    lukas_canjilukas_canji

    Yo spam, I am quite certain that if you listed a few of your hobbies people might make the same determination. Regardless, speaking on the topic at hand in the article, this is an anti consumer move from Apple.


    I just feel that they have no pulse on what is happening in the gaming industry at large. It is quite a shame given the size and impact of the industry (which is substantially larger than film, tv, and music). 


    Apple has had a similar policy to the Steam Link app that allowed you to play PC games on mobile devices via your Local Area Network. Valve (parent company of Steam) originally had issues with Apple for similar reasons but it was resolved a few months later. Apple seriously need a head of gaming as they appear clueless and flailing in all things related to this industry. 


    Nonetheless, the position that Apple is currently taking (requiring approval of all streamed games individually despite them not being locally on device) is tantamount to Apple requiring Netflix to individually submit every film and tv show for approval by Apple before they are allowed to stream on Apple's platform. It is idiotic. I think once they are educated on the topic they will approve the service.


    Furthermore, another possible reason for not allowing this service on Apple devices is that it would wipe the floor with what Apple Arcade has to offer. The ability to play 100+ AAA $60 games for a monthly fee of $15/month is an insane value proposition. Perhaps Apple knows this and understands that they cannot compete with this. 


    Nonetheless I hope Apple comes around.

    dysamoriawilliamlondonInspiredCodemuthuk_vanalingamelijahgOferLoveNotch_n_AirPods

  • Elon Musk uses iPhone email bug to illustrate the importance of software innovation

    lukas_canjilukas_canji
    mdriftmeyer said:
    sflocal said:
    I admire what Musk does.  He's a rockstar in my book... but whatever Musk.  Maybe it's "fresh blood" engineers that are breaking the software?  Maybe it's not iOS that was buggy, but maybe identified a problem with Musk's email system?  Lot's of assumptions being made here.

    Fresh blood is necessary in every industry.  Experience, especially of those that have been in the industry a while is even more preferred as far as I'm concerned. 

    He's an overrated ass hat.
    He is the most important entrepreneur since Edison.
    GeorgeBMacGG1Dogperson

  • Rosenblatt spews specs for six 'iPhone 12' models while reiterating Sell rating on AAPL sh...

    lukas_canjilukas_canji
    Sometime I am stunned by the low effort speculation coming from analysts these days. I might as well dip my toe into the tech analyst game and see how it goes. There is a severe lack of meaningful insight.
    watto_cobra