Gregg Thurman on Calls for Nvidia to invite Jensen Huang back - 'The two strongest instincts of the humans characters (not necessary in this order) are reproduction and survival. Huang succumbed to the former without considering the latter. Was there malice aforethought in his actions. No, he was simply stupid, very stupid. Most men presented with the same circumstance would do the same thing. If Huang is guilty of anything it is exposing the Company he represents to the kind of moral scrutiny that threatens the Company’s future. For that he should be admonished, not fired. If you fired every man, or woman, who strayed you.d have to fire half the leaders in business and government. Now if the allegations of breaking the law are true he should be fired.and punished according to law. But if criminal leaders are fired for breaking the law, then Trump would be wearing stripes and much thinner. Prison food might not be as tasty, but it most likely would be healthier than Trump’s purported diet. I say people should stop being so sanctimonious and move on to real issues that have bearing on our real lives.'
on Calls for Nvidia to invite Jensen Huang back - 'Jensen apparently only personally holds ~70 million shares of the Nvidia shares he’s accumulated, worth about $11 billion. Which will definitely prevent him from becoming a pauper, so crocodile tears for him. However, the other ~740 million shares he’s accumulated, worth about $121 billion, sit in family trusts, including one he runs with his wife, Lori. It’s a safe bet that discussions about those shares have suddenly gotten very interesting. That said, it was no secret within NVDA, so it’s hard to believe that affairs are a surprise to his wife. Maybe an affair with a Chinese spy is news… but anyone with half a brain could predict a honeytrap being set for a guy who’s personally in charge of R&D and production of much of the world’s most powerful chips that are subject to all sorts of export restrictions.'
on Apple's HomeView gaslights Joanna Stern (video) - 'But do you have GPS info turned on for your iPhone’s camera?'
on Calls for Nvidia to invite Jensen Huang back - 'My take: With friends like Sweeney, Musk and Kalanick… Cue Pedo in 3, 2, 1'
on Mark Gurman: Apple wants developers to make their apps AI glasses-ready - 'Crikey, I’m still blown away everyday by the magic of the Duo. This week sat and tested the PROLED 16″ MacBook.. and promptly gave in to that too. Now we may have Siri AI glasses coming as well? Exciting times indeed. Christmas on top of Christmas for Apple users. And of course shareholders.'
on Calls for Nvidia to invite Jensen Huang back - 'I wonder what Huang’s wife will do in all this. I read there was no pre-nuptial agreement. A messy divorce would likely make things worse.'
on Calls for Nvidia to invite Jensen Huang back - 'But it seems that NVIDIA’s board was hand-picked by Huang for fealty, rather than independence.'
on Calls for Nvidia to invite Jensen Huang back - 'None of this matters if the board has a backbone.'
on Calls for Nvidia to invite Jensen Huang back - 'Once all of these investigations are undertaken and concluded, if it turns out that Jensen was simply the Big Tech version of Playboy’s Hugh Hefner, what will happen then?'
on Apple's HomeView gaslights Joanna Stern (video) - 'I’ve got my HomeView on Friday and set it up right away. As Joanna said, the sound quality is very good. Much better than I thought it would be. While it is not in use, I have it display nature images from my photo library. As I look at it from time to time, I try to remember where the picture was taken, as they are pictures from me and my wife’s travels from around Europe and the US. Most I recognize, but some I don’t. Several times I’ve asked Siri where the picture was taken and she’ll says things like “I recognize this picture was taken in a mountainous area above the clouds, but I can’t tell where it was taken”. I would have thought since they were taken with an iPhone Siri would have looked at the metadata for the GPS coordinates and verify that way where the picture was taken. Update: I ask Siri if she could access the GPS info from the picture itself to help locate where it was taken and she said she could not do so. Seems like a logical thing to be able to do.'
on Apple's HomeView gaslights Joanna Stern (video) - 'Watch the entire video folks. Stern notifies Apple of the identification security hiccup with opening entryways into the home using Siri AI (not other opening methods) and Apple responded that they will be issuing a Siri AI-specific software update. “Today users recognized by HomeView can unlock security accessories, including door locks and garage doors, directly on their HomeView screen. With a software update next month, this will extend to Siri AI, giving users more ways to manage security accessories once they’ve been recognized” — APPLE Stern’s issue is similar to asking Siri on your iPhone to unlock an entryway. Siri will request that you unlock your iPhone first before executing the command. Put simply, identifying that it’s you before doing so is a cardinal safety protocol.'
on Calls for Nvidia to invite Jensen Huang back - 'I see a very big “face” game being played here: Huang takes the “high road” and resigns. NVIDIA turn around and ask him to come back. Huang remains at NVIDIA and much muck gets swept quietly under the rug. That is more aimed at the “social” stuff. Dealings with China may be more complicated.'
on Apple's HomeView gaslights Joanna Stern (video) - 'I love my HomeView. If you have small children—mine are 8 and 6—be prepared for a few days of your children’s’ voices coming across your HomePods that have Intercom enabled. Startling at first, charming afterwards. Oh, and lots, and I mean lots, of Siri queries. For each person, child included, to be added to the HomeView, they need to be logged into an iPhone or iPad. I wish Apple had a way for parents to add the members of a Family account when a HomeView is setup. The HomeView works well. No, it won’t open my garage door, but that’s on me having the Overhead Door brand. The sound quality is awesome. The graphics are good. I think Apple has a hit on its hands.'
on Saturday Apple video: The Most Expensive Logo Ever Designed - 'Of course, then there’s Magritte’s “This is not a Pipe” painting of a pipe.'
on Apple soars to $356.27, its third record close this week. - 'With about 14.5 Billion shares of Apple stock available it would take a 8 to 1 split to hit the record number of outstanding shares available from any one company’s stock according to my search. My guess is when or if a split happens Apple will go for a number that puts the split stock price in the 90 to 125 range. So currently a 3 or 4 to 1 split could be preferred. That would put Apple stock somewhere between 43 to 60 Billion shares available. “Large Indian telecom carrier Vodafone Idea holds the record for the highest number of total equity shares outstanding among publicly traded companies, topping over 108 billion equity shares”'
on Apple soars to $356.27, its third record close this week. - 'Since most if not all investment institutions now sell partial shares, the benefit of splitting shares has pretty much been eliminated. It will be interesting to see what Apple does when the stock goes above $450.'
on Survey finds high iPhone Duo return rate - 'Thx Bart. Interesting overall, but especially this: “The company [Apple] has stated only that it can identify affected batches by serial number and is replacing damaged units under warranty.” This would seem to indicate that Apple at least knows via the serial number the specific supplier who is responsible for the defect. While the overall failure rate is low right now, I hope more of the units don’t fail over time with use.'
on High praise for AMD's answer to the Apple Mac mini - 'Upvoted ben, If you track this, please keep us informed. The market segment, high-end compute and local servers, is not well covered. Consumer and cloud get all the coverage. I suspect Apple can make big gains in this segment.'
