blastdoor

voice-of-reason said:

mrwitt said:

Tariffs are a very positive long term strategy. Our country has been taken to the cleaners for years with gross trade deficits.

this is a mind-numbingly ignorant comment. Tariffs do NOT address trade deficits. No matter how high we "tariff" Vietnam, they do not have enough people or income to balance trade with us. You have to know this. I simply can't believe you actually believe a tariff war will even out trade deficits. 

You’re both wrong. 

From what I’ve read of perplexity, their strength is more about integrating different technologies into a coherent product than about developing their own core technologies (though they have some).

it’s the integration of technologies into a compelling product that once defined Apple. If buying perplexity can get that competency back into the company then it might make sense. 

I read a rumor that the iPhone 18 will be even better than the iPhone 17 — it might also look slightly different. So I’m going to wait for that one. 

dewme said:

"Nonetheless, TD Cowen does believe that Apple has 18 months to make Apple Intelligence a compelling feature. "

Or what? 

I think the implication is that consumers will perceive Apple to have a less compelling offering than Google. That would lead to market share loss. That’s the sort of thing that could begin to snowball. 

brian_001 said:

well said @blastdoor ;Apple's research is topnotch but they are legging behind in implementation of their research work to make various products and services. 

Yup. It reminds me a bit of how once upon a time Toshiba had this unique 1.8" hard drive (when the smallest hard drive anyone else had was 2.5") but couldn't figure out how to incorporate it into a successful product. Eventually another company that wasn't much of a leader in technology, but very much a leader in product design, came along and incorporated that technology into what would become a wildly successful product.