blastdoor
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Apple Silicon's success helped AMD make Ryzen AI Max chips
Xed said:eriamjh said:Is AMD saying they copied Apple’s strategy?It sure sounds like it.
Maybe the more 'honest' description is that AMD came up with the APU idea first but botched the implementation and nearly went bankrupt because of it. Apple ended up implementing the idea far better than AMD had, and AMD is now copying the superior implementation.
The funny part is that Apple never had to waste $5 billion buying a video card maker in order to do this. -
Apple Silicon's success helped AMD make Ryzen AI Max chips
https://www.statista.com/statistics/1130315/worldwide-x86-intel-amd-laptop-market-share/
AMD rose from about 8% to 20% from 2017 to 2020 and they've been floating around 20% since then. It's kind of amazing how well Intel has held onto the laptop market, but I'm pretty sure it has nothing to do with technical merit (although Lunar Lake is competitive in the thin and light segment).
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Apple Silicon's success helped AMD make Ryzen AI Max chips
It’s definitely true that AMD has been focused on ‘APUs’ for a long time. It’s the reason they bought ATI.But it’s also true (imho) that buying ATI was a huge waste of $5 billion that they should have spent updating the athlon to better compete with Core 2 duo and they should have built a new fab. That decision nearly bankrupted the company.The idea for the APU wasn’t wrong, it was just way too premature and diverted resources from more important priorities. Kind of like apple introducing Newton way too early. -
Start your photocopiers: Dell rebrand shamelessly rips off Pro iPhone marketing
Apple’s branding is fine, but I don’t think it’s brilliant or obviously the best. I doubt Apple would even choose their current iPhone branding if they could start from a clean slate.Dell’s XPS brand was strong. Inspiron was stupid. I think they could have kept the good and dumped the bad. But whatevs.I wish Apple would return to the Macintosh rather than the abbreviated Mac. I also think ‘MacBook’ sounds dumb. -
Ending Google search partnership would hamstring Apple, says Eddy Cue
longfang said:blastdoor said:gatorguy said:blastdoor said:gatorguy said:blastdoor said:gatorguy said:Apple has gone a step further than the article mentions. It now wants to participate in Google's legal defense, concerned that Google cannot adequately protect both themselves and Apple's interests against the government's demands for a break-up.
https://www.thurrott.com/apple/314883/apple-files-to-represent-itself-in-google-antitrust-remedy-proceedingsThe development of a search engine would require diverting both capital investment and employees because creating a search engine would cost billions of dollars and take many years. Search is rapidly evolving due to recent and ongoing developments in Artificial Intelligence, making it economically risky to devote the huge resources that would be required to create a search engine.
makes it sound like not only should Google not be paying apple, but that apple should be paying Google.If Cue truly means this then it implies (1) Google is dumb for paying apple and (2) apple is dumb for pointing out that Google is dumb.But I think neither apple nor Google are dumb, which makes me think Cue doesn’t believe what he’s saying but does believe (or hopes) that the audience for his message is dumb.
Google is paying Apple for default placement, but not so that Apple doesn't create their own search engine. Both companies knew Apple wasn't planning one, something frenemies would understand. Google wanted a guaranteed fast track to Apple users and their shopping plans, worth about $40B/year in profit as of 2021 after paying Apple their cut. That's minimally $160B into Google coffers over the past four years and probably north of $200Billion. AS for Apple they got at least $80B for doing essentially nothing and at zero cost. Pure profit. Surely you understood why the two made a deal?
With Apple and Google it was not set at a flat $20B. It is percentage-based and could have been more or less based on how much profit Google realized.
There's no other search provider who would have delivered better results for Apple, and there still isn't. Apple likes profit, and profit without effort is even better.If Google is clearly the best search engine that Apple really wants to use and Apple would never ever want to build their own, why does there need to be a contract? Why does there need to be any payments?