Stephen Gordon on War fallout: Iranian drones damage AI data centers - 'I believe that Apple will strategize around the potential impacts this war could impose on their business. Can’t say much about the war effort itself, except that it’s gonna get dirty.'
on War fallout: Iranian drones damage AI data centers - 'Yup! If you kill all the insects in your yard you get rid of the flies AND the mosquitoes AND the wasps. But also the ladybugs, dragonflies and butterflies. A problem. Unless you (one) think they’re the only ones who matter.'
on War fallout: Iranian drones damage AI data centers - 'Gregg Thurman said: “I’d like to remind everyone against this “war” that you can’t make an omelet without breaking some eggs.” **My two sons are in their 50’s, and not in the military. However, 6 American military personnel have died as a result of our bombing of Iran and I doubt their relatives and friends would consider their sudden deaths as equivalent to breaking some eggs to make an omelette. I also doubt that many people in this country or around the world are shedding tears for the death of Khamenei. He was an evil person and personally responsible for the death of many innocents, both in Iran and around the world. One can be against this undeclared “war” and still believe that permission from Congress should be given for such an action. “Khamenei was a mad man on the order of Hitler and Stalin. He should have been taken out years ago, but years ago we didn’t have the B-2 AND the F-35, making it possible to eliminate him with minimal human expense to Iranians and the rest of the world.” **At this point, I see estimates of about 1,000 Iranian civilians killed, so far, in Iran. This includes, of course, the 186 Iranian students and teachers who died on the first day of bombing. Do you believe relative or friends of those who have been killed should take comfort that the killing of Iranians was “minimal”?'
on War fallout: Iranian drones damage AI data centers - 'Are you suggesting this administration rushed to action without thinking through the consequences? Come on they are evil geniuses. Anything to distract from the Epstein files.'
on War fallout: Iranian drones damage AI data centers - 'I have no beef, other than the ones I pointed out, Gregg. This is yet another of those cross your fingers and hope for the best moments. IMO.'
on Snell on Pogue's 'Apple' - 'For MBA students and life-long learners, Tim Cook provides some of the best lessons. We all know his visible accomplishments, the tip of iceberg. He grew Apple organically, kept the culture of excellence and ethics alive, dodged more bullets than we can count, built this magic carpet horizontally and vertically integrated like none other. And that’s just since becoming CEO. When Apple was taking on water and sinking, Tim kept the engines running, below deck. Tireless, unassuming, he kept the ship running, kept the dream alive. He, as much as Jobs, back then, saved Apple.'
on Apple's MacBook Neo stars in this week's Joy of Tech - 'Neal, this is classic priming the pump. Get the product out in front of parents, kids, educators and school districts. End of year is coming and plenty of comparisons to existing and older Chromebooks already in use. Many many will find the Chromebook’s wanting, plastic, cheap, poorly constructed, and frankly, mundane. Sharp parents will want their children, if possible, to have the best they can get, so will get their kids a Neo. With that, they will want (demand) the school support the Neo in addition to any Chromebooks. This puts pressure on schools to re-evaluate their choice of devices for the coming school year. That means school districts will at least have to look at the Neo and Apple educational system and compare it with Chromebooks. Maybe even a few will be influenced by iPhone connectivity, Apple being a US company rather than than Lenovo, Asus, etc., and what kind of discounts could we get with Apple that makes it even a better value and are there security, privacy, and broad management advantages that could sway a decision for an Apple product? Meanwhile, graduation is looming and a $500-$700 Neo or Apple gift card towards a Mac could be a beautiful gift. At the very least, it puts the whole Mac line front and center, and the new graduate, feeling some authority and spending power, could choose a Neo, either configuration, or choose to self-upgrade to a MacBook Air or above. One thing is for sure, choosing a MacBook of any type could be the start of a beautiful relationship, complementary to their iPhone, iPad, AirPods, and Apple Watch. Is this insidious marketing and ecosystem, install base, and Services building, plus priming the pump for future user upgrading and spending when another milestone is reached in education or even job employment?? How shall I state it? YES!'
on War fallout: Iranian drones damage AI data centers - '“Dreams are built on the need for stability and a lack of conflict.” The polar opposite of Donald Trump. The master of barstool diplomacy. This is a war with no end. Reminder: America spent $2.5 trillion and 20 years to take Afghanistan away from the Taliban, and then give it back to the Taliban. Apple will be just fine because it is in the business of empowering people not hurting people.'
on War fallout: Iranian drones damage AI data centers - '”This is a nightmare scenario for these countries, which have staked so much to becoming a superconnector region in the world,” Yacoubian said. “Dreams are built on the need for stability and a lack of conflict.” How much more stability will the region have, how much less conflict will the region have, with Iran’s current leadership. How much are we willing to invest to achieve that stability and lack of conflict? Seems to me that the cost in human lives lost in the last 20+ years, due to the terrorist sponsorship financed by Iran, far exceeds what taking Iran out will cost.'
