candyman

Many people may not remember the "tablet revolution" of this period. Tons of consultants all raced to own and carry these things. They ran windows and worked fine but it just wasn't their time.

First of all if you are going to talk about valuation then that should be included here. And Google has always been terrible at developing and managing products. The list is too long to begin writing down. One funny example is the Pixel. I had a meeting with a slew of Google managers regarding mobile strategy (maps, reservations) and every single one of them had an iPhone. I doubt any of them ever even tried a Pixel. Same with the dozens (hundreds?) of software products that have died off or languished over the past 20 years.

Bentley was a bit of a blow hard which really stood out in CS circles. He was around CMU at times when I was there as a student.

It reminds me of how Ford started and owned the market, then GM became dominant by offering different colors, models, and styles that would appeal to the market segment that wanted a car but not the model T.

Other companies like BMW are doing very well with electric models because they are focused on delivering the same "BMW experience" in electric models.

As far as I can tell the 3 and the Y are decent vehicles but no longer illicit the kind of emotion that excites a purchase. I don't get the cybertruck at all in terms of product/market fit. Seems like an "Edsel moment" to me.

I think this hits the nail on the head, especially longer term. It's hard to compete with this level of low-cost production with steadily improving specs. Raspberry Pi seems caught in the middle with getting more powerful and expensive in a market that wants either very powerful/expensive or good enough/supercheap. Even a pretty full "desktop" mini computer R7/32MB etc is down to $300 and change. If RAPI files for an IPO I'll be keen to see what kind of margins they are generating.

Off the top of my head out about DraftKings $DKNG and Vertiv Holdings $VRT. Huge successes there.

True that the majority have been major disappointments but you can find some good ones.

Chamath Palihapitiya and Adam Neumann are up to their old tricks with a new spin! Happy AFD.

I am doing some work on this anonymous proxy space as it's related to AI data collection. There are three big players and apparently NetNut is one of them. Has anyone used this one or one of the others which I think are BrightData and "Oxy" but don't know that name?

As my eyes get older I need a brighter and higher resolution display. I use external monitors but like to be able to work while traveling or sitting in an easy chair sometimes. To make matters worse I like a lot of memory and a numpad. That makes it hard to find a good machine at a decent price. The high end Samsung seems to check all the boxes but it's expensive ($3K) and I've never owned one so wonder if I'd like the keyboard, etc. The Thinkpads are good but the mix of light/high resolution/numpad is not that easy to find.

This is cool and I enjoyed playing with it and the navigation settings.

But I am ignorant about what this would be used for.

Would love to learn more about the motivation and use cases.

Would Apple even notice something so small?