Danox

The limit is strictly to cost of memory at this time. If you wanna get by that limit, you have to, well… design it yourself in house.

Apple’s position down the road. When the Chinese company CMXT takes a much bigger share of the memory market worldwide, and they will. Their dominance in memory will probably be pretty close to what BYD is today in the worldwide car industry.

I don’t think Apple can be in a position where all of the Chinese device-making companies can get memory at a significantly cheaper price from CMXT, and Apple is stuck with buying memory from the three hyenas of memory at a significantly higher price.

That’s not going to help Apple sell their devices at a competitive price worldwide over time against the Chinese computer makers (Lenovo, Asus, and Motorola) and make no mistake about it: their share of the market worldwide will get bigger because of this change in the memory market; their focus will be on the long term, while the lawyers/MBA/finance types in the West will have their heads stuck in the short term.

It’s the (Chinese companies’) opportunity, and they’re not going to let it pass; I wouldn’t. In addition, Apple is in competition with Nvidia, Microsoft, Intel, AMD, Qualcomm, Google, Meta, and indirectly with Anthropic and OpenAI (whose CEO, Sam Altman, recently declared that computer ram is wasted on low-level regular computer users), along with a whole legion of other 3D model makers on the procurement of memory.

The combination of all these elements going into the future means that if Apple wants to stay ahead, I believe Apple has no choice but to take memory in house, they have the design and engineering capability in-house, and they have the money because they didn’t burn it on AI models and data centers.

This scenario is no different than replacing Intel or Qualcomm; you can see the writing/destination and the ultimate train wreck up ahead if Apple doesn’t roll up its sleeves and get busy, the market has changed and again Apple has to change and adapt to the new conditions.

Which is the way it is in life. You need a specialist. when you need to see a doctor, an engineer, a builder, a lawyer, etc, etc the world of AI will be the same. You need a specialist, a model that can focus on exactly what you need and not be cluttered up with what you don’t need.

That might mean that spending all that money on that giant master of none model might lose out to the much smaller specialist model, uh-oh…

So a small purpose built AI Agent instead of that giant AI model i.e. Made by OpenAI, or Google.

So if that’s a part of the future, what’s the purpose of spending billions of dollars on large AI models? Is this just a continuation of the story that there is no moat? For the big model makers?

Why do you need a master of everything? when you can just use a much smaller specialist AI model.

Like the USA, Israel and Russia? All China need do is watch...

Russia or Israel...

Great movie. I was getting all nice and comfy watching it when Julianne Moore’s character had an unfortunate circumstance, (right out of the blue) it is probably Clive Owens best role, all the city scenes were very well done and all city civil war scenes were top notch, Alfonso Cuarón the director/writer did a fantastic job.

I remember thinking that if you ever wanted to portray what war was like on the eastern front with the Germans and the Russians Alfonso Cuarón is your man at the time, watching a movie I didn’t know who he was but he and cinematographer Emmanuel Lubezki did a great job.

Madam Butterfly is irrelevant? Who she is is the most important part.

No…

Not many people. Have affairs with Madame Butterfly… The damage to Nvidia comes later see Elon and the fallout, for both having behavior issues will be long and slow any bad news, any miscues, for Jensen/Nvidia will be reported on more vigorously in the future which is why most in their positions try to avoid doing stupid things.

Huh? Apple has many problems. but one of them isn’t the resale value of their hardware. Or maybe I should say, if you buy Mac hardware, you don’t have a problem selling it on, not like a used PC the only thing worth selling on in a PC is the graphics card (Nvidia) and the memory.

You are tech dreaming any group working on this? Should be looking to do their own arm processor. by taking out a license with SoftBank and designing something from the ground up.

In the end, absolutely it still takes human software skills at the end of the trail. Pressing a button and walking away isn’t going to work.

Yet building their own silicon/with your in-house Linux distro would be the quickest and easiest way. Solving the need…

Isn’t Darwin open sourced? 26 years ago, no one’s picked up the gauntlet, what more help do you need?

Three ex-Apple engineers did it by taking out a license with Arm Holdings/Softbank to form their own company and were successful enough to be bought out by Qualcomm 1.2 billion dollars, isn’t the Linux community big enough to support a processor from scratch, taking the same path? Taking that same path seems like a no-brainer if you have the skills.

If it was easy, someone would’ve done something. with Darwin or many the other abandon/obsolete OS’s from the past…

Oh, they’re definitely hostile, by the way, Darwin is still open source, but no one’s bothered in 26 years market inertia? Just like no one’s bothered to take a license out with SoftBank to design something from the ground up (like those three ex Apple engineers) using Linux, the easiest and fastest way to get something working from the ground up.

Wouldn’t the time be better spent taking a license out? With SoftBank to design? Arm chips that work from the ground up running Linux instead of this time-wasting exercise? Apple is one year away from M7 two years away from M8 processors Asahi are just chasing smoke…

No talent. no skills is why?

That ain’t a good thing. Europe continues to deindustrialize themselves. How is that a good thing?

One state makes up over a third of all EV sold in the country EV’s have a way to go in the United States. Hybrids seem to be doing a lot better in recent times.

California accounts for roughly 35% of all U.S. EV sales, though some estimates put its share near 40%.

The Delorean of our times…

The Cubans are keeping it red. But I think that’s gonna change. I don’t like his politics but Ricky Rubio should have stayed far away from Trump.

I donated $50 every month for the last six months to Talarico and Ossoff, one of them Ossoff has a real good chance of being the next president. The Democrats seem to have elected several people that just might have a chance of going further than just being a senator or a governor.

The review can’t be that bad. I signed up for text edit and bought it.

No bail out and no special treatment…

BYD taking over most of the world aside from the United States, Korea, Germany and Japan.

The spark laptop in its present form is not very good, in fact, it’s disappointing.

I don’t think it can be off topic. The bubble is going to burst and it’s not going to be pretty and there will be a need for some type of political/financial analysis of all of these data centers being built across the country particularly from a infrastructure standpoint.