Charles A. on Is this why Apple jumped Thursday morning? - 'This site’s value is waaay more than AAPL’s current share price. I seriously doubt there would be many if any defectors if Philip were to set a much more realistic level based on the considerable value add provided by the daily discussions on his site.'
on Google's breakthrough is Apple's gain - 'I wonder how Jevon’s Paradox considers investment and ROI. Coal mines aren’t cheap, but I’m not sure if they’re in the same level of investment as LLM infrastructure. Or to put it another way, when did increased sales of coal pay off the increased investment to get and distribute it?'
on How a friend of the bros sees Zuck's judicial comeuppance - '”He makes it sound like the NM AG did this for purely political reasons, to make himself look good. ” Does it matter why he did it? It needed to be done, and it was.'
on How a friend of the bros sees Zuck's judicial comeuppance - 'Thank you Bill as I was thinking exactly the same thing. He makes it sound like the NM AG did this for purely political reasons, to make himself look good. I’m glad there are still a few public servants – at least at the state level – who have the guts to stand up to some of the worst of these scoundrels.'
on Is this why Apple jumped Thursday morning? - 'My take: If the gain holds for a week, this could be money in my pocket. I am still trying to decide if that was a wise move, putting the price of PED subscription based on April 1st aapl stock price. First I thought it was too much, but not now. Definitely a gutsy move.'
on Is this why Apple jumped Thursday morning? - '@Kirk: IIRC, PED had one share before the 4 for 1 split took place. My hunch is he’s sitting on 4 right now.'
on Is this why Apple jumped Thursday morning? - '“My take: If the gain holds for a week, this could be money in my pocket.” Don’t expect much, PED, holding one share — 😉'
on Needham: Why the AI buildout hasn't paid off yet - 'I think that’s probably what’s actually been going on, David, as opposed to Laura Martin’s explanation. The testing began, and most CEOs are discovering that AI investment is currently not valuable, and future or on-going significant AI investment is on the chopping block, as opposed to employees.'
on Google's breakthrough is Apple's gain - 'Apple’s Mixture of Experts allows one to effectively use models that are 1/10th the size of the entire LLM. If Goggle’s can independently reduce the size of models in memory by 6-fold, then we could enter a period when a working, functional LLM could be resident on a device, just as Apple has been working towards. Of course, the speed of this is dependent on the silicon on device and only Apple has the chips to do this.'
on Google's breakthrough is Apple's gain - 'Hmm, Perhaps Apple, working with Google on AI, saw this coming. That may have factored into negotiations with memory suppliers, who don’t want to be caught with massive CAPEX to build manufacturing capacity for demand that may slacken. That may explain Neo’s aggressive pricing.'
on Google's breakthrough is Apple's gain - 'It’s early in the game and things are changing fast and furious.'
on Needham: Why the AI buildout hasn't paid off yet - 'Theoretical AI coverage = venture capital ROI enrichment x infinity. No introspection required.'
on Is this why Apple jumped Thursday morning? - 'A nice “little” bump so far. But similar bumps have been falling back. Still in that under 260 trading range. So I don’t give it much credit until it breaks through.'
