Farshad Nayeri on Apple after 50 - 'The data Horace & I analyzed the lifespan of most large companies a few years back we found they tend to that bifurcate. The average tenure on Fortune 500 list was (is?) about 15 years. That’s 20% of a human lifespan. Of course to outlast this dictum, companies who survive usually have to go through some existential transformation both internally and externally.'
on Apple's Neo opens the door to a $32 billion market - 'F*ck renewables. We have to get over our aversion to nuclear. Nuclear can produce far more energy than any renewable alternative, and do so 24 hours a day, 7 days a week, 52 weeks a year, come rain or shine, and meet clean air standards while doing so. As a side thought data centers should not be permitted without a power solution that does not burden the current grid or current consumer’s pocketbooks.'
on Apple's Neo opens the door to a $32 billion market - 'I think it depends what you do on a larger-than-phone-screen-device as to who adopts a Neo or an iPad. I use an iPad in a very different way to a laptop or desktop. Admittedly I am still working so I use a laptop/desktop more to build something and the iPad more for consuming something. Both cross over to a degree in my case. MacOS seems more efficient for productivity and iOS seems more efficient for consumptive type activities. Personally I think the Neo will add significant market share to Apple.'
on Apple's Neo opens the door to a $32 billion market - 'Meanwhile, THIS is the real cost of AI; Excerpt From “States are struggling to meet their clean energy goals. Data centers are to blame” The Associated Press https://apple.news/AuBL4WRkEQxSH_3OmUzgCsg This material may be protected by copyright. “LAS VEGAS (AP) — Nevada’s largest utility says it will need three times the electricity required to power Las Vegas just to handle proposed data centers — and it probably can’t do that without fossil fuels. That means the utility could miss Nevada’s clean energy targets requiring 50% renewable power by 2030. “I can’t remember a time in the history of the industry where we’ve seen as much interest in adding load, which is primarily driven by data centers,” said Shawn Elicegui, senior vice president of regulatory and resource planning for NV Energy, which provides electricity to 90% of the state.”'
on Apple after 50 - 'Most organizations do not fully understand the forces that gather around sustaining versus replacing. They build themselves around a winning offering, then develop a culture and customer base more interested in protecting that success than disrupting it. Over time, their best customers begin leading them away from what comes next. Apple seems to have a clearer understanding of this dynamic than most, which is why it has been willing to let the next big thing displace the last one, as the iPhone did to the iPod. I just hope they don’t forget how to keep doing this.'
on Apple's Neo opens the door to a $32 billion market - 'It’s massive and brilliant 1) The functional gap between Neo and MBA, etc. and the price gap minimizes cannibalization. 2) Each year, young iPhone users will get their first computer .They’ll start with Neo and never switch to Windows or Chrome. Its emerging markets and .edu. 3) Employees entering the work force will rebel against the PC mandate. (The exception will be stagnant top-down .coms and and .govs.) 4) The A-series can do Edge AI already. It will get much better, outpacing the competion over time.'
on Apple's Neo opens the door to a $32 billion market - 'I expect strong sales results in the education market and in the consumer market for buyers seeking a high-quality and lower cost entry into the world of AI-infused computing. I’m looking forward to Apple delivering very soon on its AI-related promises made two years ago at WWDC 2024. The Neo may be the right product at the right time for consumers seeking a sleek and highly portable computing solution. Yes. BofA’s price target of $320 is about 24% above today’s closing price. Delivering on AI and providing an attractive and lower-cost computing solution for consumers is likely to make the Neo a popular choice in computing for consumers the world over that have an iPhone and have yet to embrace the Mac. This combination of attractive hardware and sought after services may assist in moving Apple’s share price much closer to BofA’s target price over the next twelve months.'
on Apple joins Project Glasswing's bug hunt - 'Let’s see how many false flags it identifies, and how many corrective (destructive) actions it takes as a result.'
on Apple after 50 - 'Or WERE relevant but eaten by a bigger fish. And maybe still around in the bigger fish’s guts.'
on Premarket: Apple is green - 'No doubt there will be some who maybe did not hate us, but have grown to hate us because of our recent actions. However, the vast majority already hated us bring taught that from the youngest ages in school throughout their life. Many of them would destroy us in a heartbeat, if given the opportunity (atomic weapons). To ignore the enemies to appease the semi friends may not be the best strategy.'
on Apple after 50 - 'It was an interesting session, an hour with Gene and then another 30 minutes of other questions for Horace.'
on Premarket: Apple is green - 'We also united the people of Iran against us. A new generation of US haters. They will rebuild and be a continued thorn. All we did is anger the hornets.'
on Premarket: Apple is green - 'The stock pump is in full swing, giving cronies wild advantages that the rest of us don’t have. What a sham. It’s all a massive money grab.'
