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zhobbs

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iPhone Air 11 months ago

I'd like to hold it, it seems like it might be more one-hand grippable in this form factor.

iPhone Air 11 months ago

I've never transferred data over a wire to or from my iPhone, interesting that this is important for some use cases.

The article quotes the CEO saying yield is comparable:

TSMC’s new Arizona plant is already comparable with those in Taiwan when it comes to the measure of yield — the amount of good chips a production run produces per batch — Su told the audience at the forum.

I think it also shows that fabs who only have one customer (ie, Intel) aren't as competitive because they can't provide as much scale and are more sensitive to that customer's success.

Intel's fab would be doing much better if it spun it out a while ago and was making Intel, Nvidia, and Apple chips right now.

I think another generalization people make here is around complexity. Many developers work on apps that just aren't that complex. Glorified CMS's mostly doing CRUD with well established code patterns.

Sure, LLMs might create slop on novel problems, but a non-tech company that needs to "create a new CRUD route" and an accompanying form, LLMs are smart enough.

Just wonder if it matters? If Google spent 10x as much in the first 5 years of its life would it be a worse company now? Giant TAM, winner takes all (or most?), all that matters is winning.

For what? There is no ROI at that price point. There is no monetisation potential.

I think your whole argument is based on this being true, but you didn't give much argument about why there is no ROI. 400M USD isn't hard to generate...even a moderate ad engagement lift on X would generate ROI and that's just 1 customer.

Imagine going back in time and showing every VC how great the search business will be in 20-30 years. The only rational response would be to make giant bets on 20 different Googles...and I think that's what's happening. These all seem like rational investments to me.

Because it’s fun to create things like this in very little time. Some people wake up and play wordle in the morning, I like to spend 15 minutes making something fun and dumb with v0 or lovable.

It's usually due to incentives and the time horizon you're optimizing for. If a manager is tasked with maximizing revenue over the next 12 months no matter what, then increasing the ad load is a lever you are probably going to pull.

If your goal is to create an enduring product that will slowly grow revenue and be around forever, then you're probably not backed by VCs or private equity, or you have a cash machine (google search, etc).

The reality is that some businesses shouldn't take VC money and shouldn't get so big. Maybe a wiki farm should just be a wiki farm profitably run by 5 friends or something.

Intel Honesty 2 years ago

It’s a good point, but one thing to consider is that ultra long hard tech might be structurally challenging as well. If fusion requires 100 years of capital and R&D it won’t be viable ever due to economic/societal/structural reasons.

Seems pretty well known at this point that risk-adjusted comp is higher at bigger stable co's. Personally find them boring, so I tend to work at startup/growth companies, where I can make enough for the lifestyle I like, and I enjoy my work.

The latency is too high for me using the wireless Mac display on Vision Pro. Would be a lot better if we could use that wire...maybe it's possible?

I think it's just a function of the Apple marketing overselling the passthrough quality and productivity use cases.

Cat S22 Flip Phone 4 years ago

It's a pretty recent version of Android, it probably supports Android Auto. So if you have a newer car or an aftermarket Android Auto device it might be best of both worlds.