Recent submissions

Comment · 1 month ago
Lots of things can be safely made in China, like textiles.

$5T Apple does a reasonable job of ensuring its devices are safely produced in China.

But BMCs need to run on Western chipsets and China-made SoCs should be restricted from mission critical applications and infrastructure outside of China. Products involved in transportation (like scooters and bikes) or that have lethal potential (like lawnmowers) need a higher level of review than UL and CE now. AI can help.

Comment · 1 month ago
Comment · 1 month ago
H-1B was not blocked on substance (of the policy), but on technical grounds.

While here, kudos to Apple for picking a strong* CEO. https://youtu.be/NfqJ_zszkYM

[*] - True innovation comes from critical thinking, which is contraindicated by certain circumstances during ontogeny. In 2027, nobody is gone [sic] buy watches that that watch ('er listen), ear phones with built-in "urinal cams" and with a whopping 35 P/E, is it really wise to sell a folding phone instead of one that gains features as you dock them together? Shouldn't we have had M1-based Rpi science kits for armies of kids and tinkerers to run their projects with? If innovation is lacking, is it really that hard to simply copy/paste a DRAM fab (down to the blueprints and equipment SKUs) from SK into a corner of the Mojave?

Comment · 1 month ago
Comment · 7 months ago
Comment · 7 months ago
> Their exact warning to me was that those who don’t adopt it now “are gonna find themselves in a tough position later.”

A long time ago Apple learned that even the very best software people in industry, those top-of-class graduates from the most esteemed universities with pedigrees like "invented malloc" were stumbling at learning to program the original Macs. Before Apple acquired NeXT, reading "Inside Mac" all day and all night would not help as much as owning Steve Jasik's "THE Debugger" a fridge full of Code Red, gaining "organic knowledge" in ways that are not taught in a textbook and impossible if you are mid-career with a family. The Internet wasn't really a cheat code yet either. You couldn't hire someone to teach you such things. While this obviously was very (very!) Bad to the Sales and Marketing organizations hoping to sell more Macs (as DOS was continuing to advance into large institutions), it was awesome for the Mac bros who had that organic knowledge. But Steve returned towing NeXT and Avi's team of actual computer scientists and the deeply entrenched Boomer Mac Bros were not down with most real computer science and "sluffed off" (to become painters or whatever) like old skin. So first the mid-managers saw that shifting the platform in undocumented ways caused unproductive people to quit, then they saw that shifting the platform in documented ways caused people to quit and they thought "What an awesome way to get rid of unproductive people that you don't want around." This was great until they became so bold as to produce "The Crusty Talk" for WWDC one year and put it in terms that EEOC could begin to understand. EEOC is more about retraining the experienced workers rather than laying them off and hiring less experienced workers to learn something New. (It sounds completely crazy to people that came after the Boomers, but accept that point as fact, for now.) One can begin to imagine why that video isn't on Apple's website anymore. Back to Liquid Sluff, I mean Liquid Glass: Wasn't the whole transition to SwiftUI supposed to be about enabling the less experienced (and cheaper!) New generation (I think they are called "blue hairs" though that seems counter intuitive) to takeover from the traditional seasoned professionals building in Objective C? SwiftUI doesn't seem to have worked if they can't flip a switch at the operating system and make all the apps built with it render in "Liquid Glass" without developer intervention! Now comes the quote "they'll find themselves in a tough position" and it all makes sense...it's probably more worker sluffing.

Who cares...at this point, Apple's whole operating system is going to be reduced to an API manifest for LLMs to ingest and WWDC will probably become even more of a non-technical VC event than it already is. (Oh wait, it's. a. video.) Maybe... just maybe, someday they will start to pick winners and losers in the LLM world by messing with the API manifest just like they messed with the SDKs for the human devs over the past 50 years :D I think SEC might be faster to catch that than EEOC ever would.

[cue https://youtu.be/Bwwd3hmA6zs]

Comment · 7 months ago
Comment · 7 months ago
Comment · 8 months ago
At the outset of the fastest increase in interest rates in 40 years, Fed Chairman Powell explicitly stated that the Fed would not mind seeing what he viewed as inflated home prices fall substantially.

While there are other initiatives underway to make purchasing homes more affordable, they likely won't come to fruition before supply reaches a tipping point that causes rapid and sustained downward pressure on home prices. People buying now could be trying to catch a falling knife and end up owing more than their homes are worth.

Comment · 8 months ago
Won't China seize Apple's assets after it attacks Taiwan? Isn't one of the first things to happen in a kinetic conflict that TSMC permanently loses its domestic production capacity (so China does not gain it)? From there, wouldn't we evacuate millions of people by sea and then say "Goodbye" and watch their police Jimmy Lai those who remain? [If it all happens,] Apple could certainly reconstitute, but probably not in the productive lifetime of its current C-suite. Maybe after a while Samsung will offer to boot iOS on some of its models, or maybe the whole smart phone trend fades.
Comment · 8 months ago
IBM plunges? Anthropic? COBOL? Is Deirdra Bosa somehow involved in this?

Consider that back in the day, we once had a situation where the shared runtime library supporting a programming language on Megabank's PROD cluster was updated from something like 4.1.1 to 4.1.2 after months on its TEST cluster, plus lots of formal meetings, planning, pages of signatures, contingencies, extra ops people onsite, etc. --and Megabank still proceeded to loose more than ten grand per minute after pressing [Return] on that update. At least a dozen people lost their jobs at the following Friday morning meeting. It turned out that a subtle change in the vendor's implementation of a floating point function was not caught because testing didn't consider enough digits of precision. Mind you NO CODE WAS CHANGED, only a dynamically linked runtime library SUPPLIED BY THE COMPUTER MANUFACTURER --not a third party. Point being (no pun intended), when you go monkeying around with stable production systems that are doing On Line Transaction Processing (OLTP), "bad things" happen, treasure and careers are in jeopardy --and COBOL Life is all about what goes on inside of those systems.

Anthropic is great at gorilla marketing with all their PuRe BS and AI hype. Bottom line for the young peeps here:

1. There is really NO WAY IN HELL that any CIO at a credible Financial Institution will ever authorize a hallucinating chatbot to convert their core logic from COBOL to Python and Go.

2. The only way such institutions "escape" COBOL is through M&A (data --not code-- exported to the new entity's system).

3. As far as COBOL devs tapping out, that happened a very long time ago. (How many of you knew that COBOL was codeveloped by the late mathematician US Navy Rear Admiral "Amazing" Grace Hopper who also invented the first compiler?) COBOL is a simple computer language from a simpler time that enabled non-tech professionals from adjacent fields (like Accounting) to become application programmers (or "implementors" in the parlance of that era). Making minor changes to COBOL code such as PIC layouts and COMPUTE statements is no big deal that requires waking up a 95 year old, the problem is strictly related to production change control (like what version of the compiler and runtimes are you using to rebuild the production binary, etc.) and that isn't even specific to COBOL, except that it is better understood with more modern languages like C (but still remains an alien concept to almost an entire generation that entered the trade after 1997 due to all of the senior level people outside of a handful of tech companies being forced to crack open their 401Ks and move on to other fields during the dot-com crash).

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Ken Lay died an innocent man --he had a heart attack before his sentencing. He was brought down by whistleblowers. Hang tough peeps. Fight. Back. Against. AI. Bullshitters. https://youtu.be/qJiALpiqpk8

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