Isn’t this a clear indication that Apple will have its own stand-alone GPU line? This plus the car news from earlier this week made me think Apple already has its own GPUs to rival or surpass Nvidia.
I would actually go one step further and say 80-20 is more like 95-5. Spend enough time in corporate environment and this will become so clear. That’s the downside of service/information economy.
I totally forgot about quantum. Highly suspicious that Quantum will go anywhere - reminds me of 5th generation computing around the mid-90s which then sank without a trace taking billions of dollars with it.
Scott's rant below on it is epic. Even if quantum does go somewhere, IBM is the last company of earth I would bet on to monetize it ;)
If you’re an Amazon investor today, you might be asking yourself “how much of Amazon’s stubbornness was directly due to Bezos?” Seems that’s an important question if you thought Amazon will continue to grow.
It’s quite simple: generally standardized product sizes and media mail. Don’t think it’s farfetched to say Amazon benefited greatly from USPS in its early days.
And Tim Cook trailblazed the world’s most valuable supply chain, IIRC. I don’t think the parent was implying these are talentless drones, just that they are the obvious safe choices for succession.
You know why a stock typically goes up whenever Wall Street “research” upgrades it? Their sales team spam calls all of their clients. I don’t understand how that’s any different from what happens on r/wsb. It’s really not the “DD” that matters but creating flow. Why firms like Merrill Lynch was feared. The whole industry is a complete joke and Wall Street doesn’t like the fact that their little complex is getting disintermediated even further as machines and self-directed individuals take over.
