gehsty
Joined 14 years ago
Joined 14 years ago
Edit - I’m wrong, I am uk based - just read up on US, wild that you can inherit a house that’s gone up in value massively then sell it and experience no gains or inheritance tax.
All the reporting is about delaying payments, not a good look, and definitely undermines the FM claim. FM generally speaking needs something truly in expected and outside of control - COVID / maybe a literal war in the region your a working in. Increased cost exposure and push back from local opposition would not clear the FM bar in my experience.
The pre print clearly states it’s a well defined problem limited by the man hours required to sift through the data. I think everyone knows it’s not setting the world alight?
Coorperate people likely just want “the best” and are happy to pay a lot for it to make their workforce more efficient.
It’s hard for me to guess where the data center buildout will go, eventually there will be an oversupply, but we haven’t hit that yet, and at the moment the companies owning these high capacity data centers appear to be making lots of very real money in leases to hyper scalers, hard to imagine this premium continuing, but we need to see where demand for cloud based LLMs tops out.
Eg putting these things on ammonia powered vessel will reduce the amount of fuel needed, which is probably a net benefit.
A $500 light weight version that lifts on and off more like glasses than a headset, would be revolutionary. I know a lot of companies are racing towards this but Apple with their custom silicon and almost limitless reserves of cash, feel like the most likely to get there.
You can only invent the modern smartphone once then everything else is iterative. The iPhone, iPhone Pro, Air and now Duo is a crazy strong lineup. Same for the watches, same for the AirPods.
Vision Pro is super interesting but just not ready for prime time yet, but as a demonstration of what is technically possible it is fascinating. Immersive entertainment is a huge opportunity, watching a gig or a sports game like you are there. If they can repackage and get it down to $500-750 then they could have another hit category that largely doesn’t exist (like Bluetooth headphones pre AirPods - around but no one had nailed it).
The Air particularly - the thinnest, lightest feeling, nicest to hold iPhone ever made, I think that might have been his favorite.
The Vision Pro is clearly an interesting category of device, Apple needs to be in, if it would have seen the light of day under Steve Jobs is unknowable.
He was ruthless at Apple because back then he had to be - now they can run Vision Pro and it not impact their ability run the business, if Apple had A product that did not succeed in the 90s it might have sank them.