ben luna on Big bet on Apple puts - 'Is it possible to sell options to a specific person?'
on High praise for Apple TV - '@Steven I loved Mythic Quest, once I got past the first couple of episodes. Coming from the tech industry I recognized a lot of the scenes. The finance guy was fun, he just wanted power and didn’t care or know about the product. In a small office I once managed we had a similar finance person. She thought the company money was her own and sometimes refused to spend it even when I authorized it. Season 2 Episode 6 (Backstory), pretty much stands alone as a separate story. It tells the backstory of the writer starting as a fresh faced, young writer out to conquer the world and the way he was brought to earth. I loved it though it hurt a lot. The ending was beautiful. Not on the list is Lessons in Chemistry. Only 83% on Rotten Tomatoes but I really loved it. Very intelligent story. Sadly, only one season because that covered the book. Another one is Sugar, only 81% but I really liked it. It has the feel of an updated version of The Big Sleep. The visuals are great. A new season is coming this summer.'
on WSJ: Sam Altman's AI math doesn't add up - 'Fuller analysis here. Not for the first time, the WSJ is behind the curve and providing confirmation for consensus bias. https://x.com/firstadopter/status/2049128801255198823?s=20'
on WSJ: Sam Altman's AI math doesn't add up - 'I agree, David; it is interesting. Upvoted. And yes, I suspect there to be at least Alphabet and Microsoft vying against Apple in this arena, and probably a couple of others outside US companies. I just hope Apple is not completely abandoning the Cloud AI field, if for no other reasons than they don’t have to, and they can easily afford not to. Because Alphabet/Google has played games with them before. I just don’t expect them to make much of a dent. I remember Google Maps….'
on WSJ: Sam Altman's AI math doesn't add up - 'It is interesting to me to ponder Google and OpenAI as competitors/enemies, fighting over access to users through devices and device/user access alliances. Part of me says “With Google owning Android and allied with Apple, that war is over before it’s begun.” But more generally, -IF- OpenAI survives, OpenAI vs Google might well be the Battle of the Titans that dominates a lot of Big Tech for the next couple of years. Apple has a role in that. It’s not clear what Microsoft’s role would be, could they become the 3rd opponent in Triad Wars?'
on WSJ: Sam Altman's AI math doesn't add up - 'Hi Joseph. When I look at the cellular experience of MSFT and GOOG I am not impressed. Microsoft had Windows CE, then bought Nokia when it became apparent that Apple’s iPhone was eating everybody’s lunch. Both ventures were failures. GOOG had been planning Android as a free OS for flip phones. The iPhone entered the market and the vision for Android was shit canned in favor of an iPhone inspired model. It was a hilarious piece of crap that didn’t come out until the iPhone 4. GOOG completely missed the premium market, something Apple has a lot of experience with, and had to settle for a very competitive commodity market with rapidly declining margins. As an engine to drive search based advertising Android was fantastic. As a smartphone OS the only firms to genuinely benefit from Android were GOOG (advertising) and Samsung (fast copier). But Samsung had bullied its competition who tried to seek recompense for its copying. Apple wasn’t like the competition and won. Neither MSFT nor GOOG control the whole stack. By virtue of that they will never be able to match, let alone surpass Apple’s mobile offerings. I’m not in the least bit concerned about those two as future competitors of Apple. To the contrary, I think they need Apple’s shirttails in order to survive in an “AI” future.'
on Macalope: Three reasons Apple's CEO switch has been so chill - 'I don’t think you need to go that far afield, Fred. I’d say Sam Altman is the biggest threat to OpenAI.'
on UBS up Apple target $7 to $287 - '“Typo should say – ‘raises target to $287’” Argh. Fixed. Thanks.'
on High praise for Apple TV - 'https://giphy.com/gifs/AppleTV-apple-tv-app-gyeHU9NakQBXa8imRJ If you don’t like “Slow Horses” we can’t be friends.'
on Nate B. Jones: Apple has made a hardware bet against cloud AI (video) - '“One question for the group. Did the Apple pivot on AI come about because they failed in the race and had to pivot or was this the plan all along?” Based on Apple’s CapEx, they may have started in the race, but by staying within their budget, they quickly changed paths.'
on Nate B. Jones: Apple has made a hardware bet against cloud AI (video) - 'I looked at what he’s got on his shelf and thought, nah.'
on Nate B. Jones: Apple has made a hardware bet against cloud AI (video) - 'Hi David, Give it a listen. The sub title is misleading. Apple chose device vs. cloud, which is winning choice. It’s also a much better business regardless.'
on Nate B. Jones: Apple has made a hardware bet against cloud AI (video) - 'PED, Thanks for sharing. Very interesting.'
