alberth

But Ads is still 73% of their company revenue when you factor in YouTube.

YouTube did ~$60B in revenue last year.

Is google cloud revenue curve really that smooth?

I know Perplexity isn't often talked about anymore but their design of every sentence needing to be able to be referenced back to an actual source (like an academic peer reviewed paper) seems like a super power for trust.

You're talking about the number of CPUs, I'm talking customer segments.

Up until today, Apple's positioning was:

* Consumer = Air (light workloads, no pro use cases like video where you need best display)

* Professional = Pro (heavy workloads, need best display for color correctness)

After today, it's what exactly? Is it:

* Consumer = Air

* Business = Pro ???

* Professional = Pro with PROLED XDR

I don’t understand Apple’s market positioning here.

Apple has always positioned the Pro as having the best display in a laptop. Now that’s no longer true.

Are we really moving to 3 tier of laptop displays: Air, Pro, and Pro with ProLED XDR?

That seems unnecessarily confusing for consumers.

“Pro” used to mean you were getting Apple’s best hardware, designed for "professionals".

Now “Pro” doesn't mean that anymore.

thanks for sharing.

any other tools that are also key to your stack that you wouldn't mind sharing, so others can learn from and try out?

I thought Apple "Pro & Tell" day is tomorrow.

Makes me now wonder what's in store for tomorrow's pro launch.

I guess I just think of "synthetic grass", like AstroTurf and associate "synthetic" with non-real.

Is “synthetic” the right word?

I thought they are “lab grown”.

(Synthetic implies non-real, when at a molecular level the lab grown are 100% real)

That's no longer the case though anymore according to the S-1.

  2025: $0.50 revenue per $1.00 of compute
  2026: $1.82 revenue per $1.00 of compute

Valuations are a function of growth rate.

Anthropic growth rate is truly unprecedented at it's scale.

They are 10x revenue YoY.

  2024:   ~$0.4B
  2025:   ~$4.0B
  2026: ~$100.0B

Note: I'm not justifying it, just explaining how the markets are rationalizing it.

do you mind explaining more