TradingPlaces

That’s the equity. If someone were to buy Twitter for $19b, they would also be assuming $13b of debt, which means Elon thinks Twitter is worth $32b. LOL. It wasn’t worth that much when he bought it, which is why he tried to bail.

Qualcomm now refers to ARM as a “legacy architecture.” Cold.

But in all seriousness, I think RISC-V takes over the low- and mid-segments of embedded, industrial and maybe automotive SoCs

So happy with Kagi for general web search and news search, and it is the best search engine i use for those. Google still better for photos imo.

Best $10 I spend every month.

Elizabeth Lopatto’s coverage has been the best. I’ve been trying to ignore the trial, but she keeps sucking me back in.

58% of traffic acquisition costs and 24% of all cost of revenue. Um, wow.

That is from the recent Bernstein estimate. Justice Department says only $4-$7b

One thing the presentation highlighted in contrast to Apple is how dependent Qualcomm is on Microsoft, Google, and the smartphone/chromebook/PC manufacturers. Looking forward to seeing this thing in the wild.

Video of the experience https://www.youtube.com/watch?v=dhRD_hUZrcI

Qualcomm+Nuvia PC ARM chip announcing tomorrow. “Snapdragon X”

Of course, ARM is suing them over it. Oh well.

When labor markets get tight like 2019, 2021-2023, the largest income gains, proportionally, are among lower earning groups.

https://www.atlantafed.org/chcs/wage-growth-tracker.aspx

Click on “Race” and “Wage Level"

Me. The best $10 I spend every month. Amazing what happens when you are the customer, not the product.

This is from 2017 and the picture changed drastically in 2018-2023.

The FBI agent is this guy. https://www.businessinsider.com/fbi-didnt-care-giuliani-comp...

This likely has to do with the fact that iPhone Pro and Pro Max were backordered into October and November within an hour of going on sale.

There are substantial non-cash costs that go into cost-of-revenue. These come from amortizing assets like patents and the maps, and depreciation on all the equipment, including whatever backend servers there are. Share-based compensation is typically also a big one. They are "sunk costs" as far as pure cash accounting goes, but that’s not how GAAP accounting works.

And also, for whatever reason they decided to go with the Jag I-Pace, which starts at $72k

There are only 808k people in SF https://www.census.gov/quickfacts/fact/table/sanfranciscocit...

I have been told it loses money by Google employees. Not just sensors+compute. R&D and the map-making are substantial costs. Waymo is reported in “Other Bets” which had $1.1 billion in revenue in 2022 and $6.1 billion in operating losses.

It definitely works. I was in one just yesterday for over a half hour and it’s a pretty smooth thing, and in some ways better than a human driver (e.g., always yields to pedestrians entering a crosswalk, never exceeds speed limit,etc.)

But both Waymo and Cruise lose money on every ride. All the sensors and on-board compute are expensive, and also the R&D, and the 3D maps. Both services rely on detailed 3D maps of the areas they service, and are geofenced to that.

So right now, it does not scale yet until they can bring down the costs, and/or reduce reliance on those maps, which take a long time to make.

Videos of my rides: https://youtu.be/q-l23cMs1Fs?si=R1hjPQokqAMCff_T https://youtu.be/FZTWxDe1i6g?si=mGbcixGTKCQchnVv

Can confirm. My next door neighbor is a sex worker (life in LA), and she said all of a sudden everyone’s engagement collapsed on Wednesday. She paid for the annual blue check, and is very pissed. I feel terrible, because I had told her that Twitter would need the money from them, and that she was probably safe there. They are very accustomed to being kicked off platforms and moving elsewhere, but this one was a real rug pull, at least in her view. I was wondering when the media would pick up this story.

Thanks

Thanks

>However, the key difference is that in OHTTP the end destination is known, because there is a 1-1-1 mapping between OHTTP Relay -> OHTTP Gateway -> Target. This could become more generalized in future revisions to OHTTP, but right now it's all hardcoded behavior.

So the Relay knows the requested URL? That’s not masked by the client?

Many years ago I got a 23andMe kit. I was about to swab, when I asked myself, “Why is this thing so much cheaper than a lab?” I sent the unused kit back.

But he has hit a key issue which is that final response rates are normal, but historically low for the first survey, so revisions are actually more important now

The March revision is for the entire year, so divide by 12 for the monthly average.

tl;dr it’s Kagi

DoJ says $4-$7b, which Apple disputes.

About $60b in free cash flow in the last 4 quarters. Govt says Google pays Apple $4b-$7b a year. Yes they do.

Why don’t they outbid Google if that’s all that’s holding back Bing? They have the money.