Gregg Thurman on Survey finds high iPhone Duo return rate - 'I think the reason for the high return rate (early adopters not being impressed) will seriously subside by Summer. It is those early adopters that are creating artificially high demand and abnormally skewed supply/demand curves. Once the early adopters have been flushed out of the supply/demand curve, delivery times will shrink to almost immediate. Also, as the number of explorers decline, ASPs will increase (fewer resold returns) and margins will increase (less buying of higher cost memory to accommodate higher artificial demand and less cost attributable to the handling of those returns).'
on Survey finds high iPhone Duo return rate - 'Makes me think that there’s a real opportunity to buy a used Duo from Apple coming soon….'
on Survey finds high iPhone Duo return rate - 'Makes one wonder how many of the 6000 in the survey just randomly voted in order to see the reslts of a poll they just skewed?'
on High praise for AMD's answer to the Apple Mac mini - 'He makes it much easier to understand. But for me, this is still as confusing as options or the craps table in a casino. But he does a very good job of explaining all the subtle nuances in this computer and software world.'
on NYT handicaps Jensen Huang's potential successors - '“Here are some who have been suggested by headhunters, analysts and others” LOL – “others”, like Kalshi and Gemini. Yesterday, Kalshi had Kress, Buck, Srouji and Haas as the top 4. We all know where TC came from.'
on Survey finds high iPhone Duo return rate - 'If the number of returns is in any way remotely near that number then that, to me, indicates extraordinarily perverse consumer behaviour – a real lack of personal responsibility to make considered decisions. Such an inefficient drain on an economy.'
on Survey finds high iPhone Duo return rate - '“Pedestrian” Car and Driver. On purpose or by accident? Good one! 🙂'
on 2027 will be a big year for foldables, led by Apple - 'As usual with these kinds of articles the definition of the word’s used to describe the size of the market makes a difference. Does “Leading” the foldable market mean in unit sales? Or Revenue? Or Profit? Some combination of those metrics. Is the market for foldable phones growing if unit sales fall overall but revenue gained goes up? Apple is usually generating more revenue growth than unit sale growth. In this case the difference in revenue might not be as large as in the rest of the mobile phone market as there are not as many inexpensive foldable phones that drag down the market share of the premium lines. It is almost embarrassing for the other manufacturers that Apple’s entrance into foldable market is so significant.'
on Gene Munster: Like Apple after Jobs, Nvidia has an urgency problem - 'Apple’s board backed Scully over Jobs after an internal spat, leading to Jobs’ resignation from the company. Apple’s market cap in that period was a fraction of what it is now, and tech did not saturate the S&P 500 the way it does now. The crisis did not threaten the health of the economy. Nvidia engaged in financial roulette, backstopping the entire AI industry while also supplying China through a checkered intermediary, triggering alarm bells à la Super Micro Computer. We’ve yet to behold all the dirty details of their shenanigans, which have far reaching implications for our economy due to the size and scale of their operations. They are not the same.'
on NYT handicaps Jensen Huang's potential successors - 'Tim Cook under Steve Jobs and then as CEO shows how important operational execution is. NVIDIA is a huge production business, as well as a design business and lately a finance business.'
on NYT handicaps Jensen Huang's potential successors - 'Getting an introduction to some of the players, however short and without any depth, is a good start for watching what happens here. I was thinking that, maybe, they don’t need the tech smarts and organizational smarts in just one person. Maybe they can split the job between 2 people with one person more obviously in charge. Especially since the tech part and the organizational part takes different skill sets.'
on NYT handicaps Jensen Huang's potential successors - 'We know what dipshit spitballed TC. That ain’t happening, I’d bet my life on it. Not only that, he’s completely wrong for that job. Plus he’s Apple to the core (sorry for the pun). Johny Srouji has a snowball’s chance in hell but not ZERO. However, why in his right mind would he leave Apple to go to a scandal-ridden, one-trick pony? Can’t be money or prestige, at Apple he has both.'
