David Emery on PC makers shocked, shocked by Apple's MacBook Neo - 'I don’t. First, Windows is very inefficient with computing resources. Second, 8GB of conventional memory won’t cut it, that’s a system architecture constraint. And finally, there are applications where lots of RAM is pretty much necessary. But the Apple integrated memory shows you can be stingy with RAM -if- the rest of the system accommodates paging and other memory management techniques that the user doesn’t notice.'
on PC makers shocked, shocked by Apple's MacBook Neo - '”They’re putting a stake in the ground that says the Apple ecosystem is now accepting new club members. Apple exploited the premium market as far as it could go (dominance), then turned its sites on the competitions bread and butter – cheaply priced products glommed together with off the shelf, generic (one size fits all) components. This consumer segment desired Apple products, they just couldn’t afford them. Using proprietary technologies that the competition disdained, Apple constructed a superior product that challenged the competitions low price points. Now instead of addressing the top tier (~25% of the TAM), Apple is addressing 100% of the TAM, and doing so with a superior product the competition is going to have great difficulty matching, let alone undercutting. There is going to be a seismic sea change in the world of desktop computing. Old faces are going to disappear, either through bankruptcies, or, more likely, consolidation (mergers and/or acquisitions). The “Other” category is going to flat out disappear.'
on In September, the Pentagon spent $5.3 million on Apple devices - 'How many government agencies spend (waste) money just so they don’t loose it as a budget item? Count the number of government agencies that exist, and you will have your answer. Find someone who can fix this problem, and they can have my vote.'
on Playing Apple's MacBook Neo for laughs — from both sides (videos) - 'Actually, it’s great to highlight all that’s missing, because …. It negates the cannibalization issue. In contrast it may push buyers to ‘model up’ once in the buying mood. Best of both worlds.'
on PC makers shocked, shocked by Apple's MacBook Neo - 'Another benefit for using previous year’s iPhone chips is that it allows Apple to amortize the expense of each silicone node over large number of devices instead of just iPhones. As each future node progress requires ever increasing R&D by TSMC which are passed on to its customers, Apple’s cost per chip for node advances go down as well as lengthening the number years that each node remains in production, which may be an incentive in negotiations between Apple and TSMC – I am sure Nvidia is not interested in anything but the latest node, so all that TSMC equipment may sit idle while Apple can continue taking advantage of previous gen nodes for continued chip manufacture'
on PC makers shocked, shocked by Apple's MacBook Neo - 'I have a cousin who works for a medical device company “Stryker” who just had their systems hacked by Iran and all data wiped. I told her that they ought to be using Apple products as the iOS operating system is the absolute best. I just read the report online and this quote was inside the article from the Daily Mail: “The company’s staff found that remote devices running Microsoft’s Windows operating system, such as cellphones, laptops and others configured to connect to Stryker’s technology systems, had been wiped.”'
on Horace Dediu: Apple's jui jitsu AI strategy - 'So funny to me. Poor Tommo_UK (for all his verbiage) just isn’t in the same class as Horace!'
on Premarket: Apple was green, turned red - 'Approaching 3pm in the east and Oracle continues to sit atop the S&P 500 leaderboard. The shares are up 8.63% at $162.29. Data center operator Equinix is up $18.11 today at $974.18. Apple is currently off $0.58 at $26.25. Cisco Systems is ahead $0.55 at $78.25. Let’s see how the markets close out today’s session.'
on PC makers shocked, shocked by Apple's MacBook Neo - '@Greg I forgot about the Windows license. They also have to pay for the CPU from Intel and probably the customer needs Office from MS. For Apple I’ll bet the CPU is almost free. macOS doesn’t cost Apple much and they supply a free version of iWorks. Using “only” 8GB of RAM works to Apple’s advantage. It’s cheaper and macOS is more tolerant of less RAM.'
on PC makers shocked, shocked by Apple's MacBook Neo - 'Digant, That is an excellent point. Upvoted.'
on PC makers shocked, shocked by Apple's MacBook Neo - 'The Neo is platform expansion move, not just a product launch. Think of it as another leg to the ambient AI context that the iPhone, AirPod Pro (with camera) Glasses, HomePods (with or without robotic arm) enable. They’re putting a stake in the ground that says the Apple ecosystem is now accepting new club members. Come on in, the water is fine.'
on In September, the Pentagon spent $5.3 million on Apple devices - '272 doughnut orders at ~$500 per order??? I’ve never heard of a $500 doughnut order. That’s a lot of doughnuts. And to think they could’ve gotten 272 Neos instead 😉'
on Horace Dediu: Apple's jui jitsu AI strategy - 'I don’t understand Bitcoin’s “distributed ledger.” Where does the data sit? Can anyone with a wallet access the whole thing? Same with “Apple turned 2 billion devices into the data center.” How does that work? The technology for both is lifetimes over my head. Would enjoy reading a “for Dummies” primer on them. Also: AI’s conversational “voice” lures one into revealing increasingly personal data. Will Apple stick to its privacy pledge without surrendering to the siren call of data brokers ready to pay a pretty penny for it?'
on The Computer Museum celebrates 50 years of Apple - '“Join us for a special CHM Live evening celebrating Apple’s first half-century, featuring speakers from across the eras of Apple history, including former Apple CEO John Sculley…” **Wait…John Sculley’s going to speak at an event “celebrating Apple’s first half-century”? He certainly made a positive contribution to Apple’s success. /s 🙂'
on Horace Dediu: Apple's jui jitsu AI strategy - 'To Apple’s credit, they fessed up, changed course, and got to work. Just exactly they’ve been working on will take time before it’s revealed.'
on In September, the Pentagon spent $5.3 million on Apple devices - 'This story seems to have the emphasis on the wrong syllable feel to it. I know this is an Apple centric site but the examples of other spending (like lobster and rib eye steak for instance) seem much more egregious without explanation than spending 5.3 million on Apple devices which is minuscule depending on where those devices are being deployed in such a large organization. Now plenty of us have been in the situation where an organization has to spend its budget by year end so things are purchased by year end because the budget has to be used or it could be lost. The examples of corruption in this case are identified in ways which are over and beyond what is legal for government employees for sure. The Apple mention is mostly useful to gain clicks but would hardly be worth mentioning if the other examples weren’t so blatant. Of course the corruption in this administration is from the top down. Not that the war department was ever a great model of cost control.'
on Playing Apple's MacBook Neo for laughs — from both sides (videos) - 'In reference to the first video, I get tired of “influencers” and others like them making it their one and only job to what I’ll call “critiquing out of context”. The MacBook Neo is designed to address a specific market and people find issue with the fact it doesn’t fit another market. Remember the Bud Light incident? My older sister is a Trump supporter and while visiting her at that time she got all giddy and brought up the fact the sales of Bud Light had tanked because Trump supporters stopped buying Bud Light and how it taught Budweiser a lesson on who they should use in their marketing campaigns. I asked her, what was the issue? Budweiser was marketing their product to a specific segment of the population to sell them that product. Transgender people spend money just like every one else. What’s wrong with trying to get them to spend it on Bud Light? Her response was “Well, I suppose.” Critiquing out of context. It means nothing other than to say you have nothing worthy to say, and have done nothing worthy to contribute. But that’s the way of the world today. The sooner we get past this the better.'
on Playing Apple's MacBook Neo for laughs — from both sides (videos) - 'Got a good morning laugh from me. He failed to mention that next year‘s refresh will boast TWO USB 3.0 ports.'
on PC makers shocked, shocked by Apple's MacBook Neo - 'And I always feel such glee when Casablanca is quoted, especially that scene.'
on PC makers shocked, shocked by Apple's MacBook Neo - 'I find the obsessive focus on the 8GB of RAM to be quite puzzling.'
