After Vision Pro, and recent news on auto, I am starting to wonder if Apple is too old to make anything good. They’re so behind in AI and they refuse to make key acquisitions. This corporate culture cuts both ways.
I ride bikes in Cambridge. This is not true at all. Bike lane utilization during winter months goes down quite a bit in Cambridge. In many parts, they don’t even build bike lanes with snow removal in mind. It’s not even safe/practical to bike in snow.
Bike lanes in the US are useless outside of perhaps 3-4 cities (all with exceptional public transportation systems) And they’re really green vanity projects that do not deliver value to urban areas. Utilization is piss poor especially during winter months.
Edit: I am not against bike lanes but they’re really the cheapest way for city planners and politicians to pull a publicity stunt. A proper way to increase bike utilization is to invest in public transportation and actually drive down car ownership. But, this is a very expensive (and might even be impossible) feat in the US. WFH is not helping the trend because it’s facilitating people further out of cities which, you guessed it, increases car ownership.
Sony’s “affordable” global shutter A9 III likely changed the competitive landscape. For photography Z9’s stacked sensor is superb but videography is a different story.
HR is the problem especially as organizations grow. People in HR are some of the worst. I equate them to used-car sales. They end up hiring mediocre brown-nosers because they tend to have longer tenures and this gives HR better performance metrics. And that also works out for mediocre staff because they don’t want to be exposed. This dynamic creates a long-term loop within the organization: mediocrity hell.
RED is a shitty company that relied on patent trolling the entire industry. It’s sad Nikon was basically forced to pay the ransom. RED is a classic example of what’s wrong with our outdated patent system.
In an ideal world, we wouldn’t have a tiered education system and that everyone will have access to master any subject/curriculum regardless of age. Therefore, we wouldn’t need an arbitrary and flawed aptitude tests.
If AMD couldn’t do it by now they either have no intention or process. The fact that they are selling investors on this notion that they can compete with Nvidia in AI space is borderline fraud.
Covered this space from an investment angle for nearly two decades. These guys are crooks. It’s a controversial take but UNH (and everything else in healthcare) became so big directly as a result of PPACA. That should really be Obama’s legacy. US healthcare system is broken because both the right and left are completely bought by these monsters.
China’s self-inflicted reversal is unbelievable. All they had to do was make an honest progress, invest in education and research, and the rest was history. Instead they got too big headed and turned insular (again). Brain drain continues and Japan/SK/Vietnam stand to gain.
Well in the ad space, we are talking about ad buyers not so much consumers. I think a good analogy would be if ABC and NBC purchased all other broadcasters and cable channels in the 80s. And then they go and purchased all INTERNATIONAL broadcasters.
I actually think it’s worse because it’s not as natural of a monopoly as it was for the payment network space. Google and Meta actively created a duopoly in the ad space and at a global scale too.
Visa and Mastercard and their highly anticompetitive tactics early in the network landgrab for the payment card space foretold what would happen in the tech space (that is to say do whatever you can to win the landgrab which is exactly what Google/FB did). DFS never caught on. Now the landscape has changed and this deal sort of serves as a bookend. People in fintech should go after the Visa/MC monopoly. There is no “network” and people are paying legacy fees just because it’s what they know.
The Iliad is the first book I read cover to cover. At 15. I hated reading fictions growing up and just got away reading cliff notes during middle school. The book changed my life not because I learned anything from the texts but I learned the merits of reading something cover to cover without taking shortcuts.
I also learned that some people can recite the entire book from memory which was my first realization of “100x” myth.
That gross margin is coming down as competition ramps up. They have two more years before Toyota rolls out new batteries. That doesn’t even include Rivian’s cheaper competition model which they will reveal in March. They have no FSD. They have no AI. They have no “robots”. All vaporwares. Doesn’t help public opinion of Elon Musk and Tesla changed dramatically in the past 24 months. Progressives rather drive ICE than a Tesla.
I am 99% it’s going to flop. Considering how critical we were about Zuck doing VR, I can’t believe this is going to be the beginning of the end for Tim Cook.
One could argue traffic light was the first “smart” feature added to roads. Why do we continue to have costly high way accidents in 2024? Massive pile ups can be minimized and even avoided.
We need smart roads. Not just smart cars. Until that happens, autonomous is impractical. You don’t want to build an autonomous system to match human error rate. That basically got us nowhere in the past seven years since Elon bs’d his way to selling vaporware.
I feel the mk community died during the pandemic and all the commercialization that happened. People just stole stuff community built on goodwill. At least I was turned off by it and stop caring.
I think being an audiophile is the ultimate rabbit hole. I am glad my ears were “dulled” from listening to loud music on IEMs in my younger days. I have a pair of excellent studio monitors and that’s as good as it gets for my ears.