compounding_it

Yes AppleTV+ is actually a major financial problem for Apple.

The strategy Netflix and Prime applied was that they just loaded it with average-costing in-house content and then a few were hits. With Apple they seem to be spending a lot on individual shows and their library is still small compared to others. I guess they can't really do anything average according to their philosophy. This is unfortunately not working in their favor with TV+.

Old chips cost Apple more money now not less. The A15 and 64GB NAND probably have low volumes and cost Apple more money going forward. So apple likely just upgraded to what the supply chain can reliably do for a while. Prices might go up even in six months to a year. So instead of buying a 200$ bumped to 250$ A15 Apple TV in six months they are probably upgrading it to make sure future price bumps remain relatively low and justifiable for upgraded hardware.

Very interested to know what TV manufacturers are doing who have heavily advertised their Android UIs which are bread and butter of collecting data. TV panels themselves have no reason to have price increases in memory shortage.

apple probably was losing money on the old Apple TV with old 4gb ram and 64gb storage in low volumes anyway and they probably would have to pay even more going forward. the upgrade seems to make sense from supply chain standpoint to standardise storage and chips across devices.

If anything apple is probably bring value to new buyers of Apple TV in this market. At 299$ you are getting hardware that will last quite some time as opposed to a 200$ device that might cost maybe 250$ in six months and give you lot less hardware capabilities.

My guess is that memory is the real reason for the price upgrade. Apple probably added some things to mask the price increase but the real reason is the chip. The old 4GB ram in A15 Bionic probably bumped in price so it went up to 199$ and now the new chip costs even more. Also its easier for Apple to make the same chip in a lot of hardware as opposed to having multiple chips being made, especially when its fused with memory and thats costing a lot.

>Where do they get that pricing from?

I cant buy the LG doorbell camera at my local mall in a fancy store. I had not even heard of it until now.

Volumes of 100s of millions on chips and volumes in hundreds of thousands will have a huge price difference. We are talking 2 orders of magnitude higher.

>AI to backdoor designs

correction: AI to backdoor vibe-coded designs

if anyone has read the trusting trust paper, one will know you can theoretically create code where vulnerabilities are hidden in plain sight. But that would mean its designed and reviewed by people who don't understand it in the first place.

The arrows on newer keyboards are gone. Now it's just text. I wonder if that changes anything because Enter doesn't really sit well with the arrow next to it as entering data need not necessarily cause a carriage return.

Same here. Have a Base M1 Air. Will trade that for M7 Base Air maybe if I can drag this one for a while. I can't go back to computers with noisy fans. It seems too last generation since the M1 launched.

Is it safe to assume at this point that GNU and the kernel accept AI code but there is quality control compared to private companies ? What I am hearing (and what friends talk about) is that with AI everyone is hooked on quantity while quality has taken a back seat. I would assume that the quantity and features don't bother free software much so they can take their own sweet time with these things.

From a psychological standpoint, maybe customers thinking 26 is old on their brand new device in 3 months isn't exactly good. People might start expecting 27 in 3 months when actually 27 is going to be around for most of the year.

More customers is generally a good problem to have in most businesses. Just that the situation is very paradoxical given the supply shortages.

Because the verification would also be done by something non deterministic and then that’s a paradox.

>optimization is by far the easiest part of the process

Not if the whole thing is architected poorly but was a requirement of the hour so it became big. Then optimisation becomes an art, but definitely not the ‘easiest part of the process’

> Hugging Face turned down a $500 million investment offer from Nvidia late last year that would have valued it at $7 billion, the Financial Times previously reported. Hugging Face said at the time it did not want a dominant investor that could sway decisions.

So instead they sold themselves to the same investor completely ?

>local models run on your mac for your workflow.

10 years ago 32GB ram laptops sounded too much. 8 was enough. These days even I would get that much ram since it’s soldered. 64GB is higher end.

In a few years we should see such high end hardware commonplace. Working with a local LLM to get work done is the ideal way to go which has mostly hardware limitation as of now that gets solved in due time.

from a financial perspective they would assume one persons data is worth maybe 50$ a year (a random number) on top of maybe another 50$ in subscriptions they can sell. Assuming most such products service the business for up to 3 years, you are looking at an additional 300$ upfront that the business loses giving the data away to someone like Apple. Also the value gain from purely having such a business of subscriptions and data collection is probably another 100$ per customer. Thats close to 500$ for that thing.

Someone like Casio could just sell it for 500$ and collect their future cashflows right away. However, the customer turnout might be significantly less than 55$ they are selling it for.

So the only way to sell it for profit is to keep the data and make a subscription (which may or may not exist yet for Casio).

Are you sure it’s a bug ?

The crypto network you hosted should pay for itself in 10-20 years just like LLMs. Don’t worry. Consider Bank of America until then if you are good on credit score.

Fabs are notoriously costly and time consuming to setup by which time you become obsolete, assuming you even have access to equipment which will take years to reach you. I wouldn't be surprised though if Apple was considering becoming a fab at this point regardless. Apple has a history of not letting its suppliers toy them around. Given the political and AI pressures going on, I think apple could just decide to make its own SOCs and memory at some point in America. Unfortunately the person who could can pull this off is retiring.

Since getting a unifi network for home here is the breakdown so far:

Peak utilization (from what I know this is total bandwidth used throughout the timeline) in a fairly active household when it comes to internet is under 20% on a 200/200 connection.

Majority of the data usage goes to streaming services. With software updates/downloads being second. These two account for like 80% of the traffic or even more. Browsing is next usually.

Only a handful of times in a week will some device hit 100% (200mbps) for a brief period. This is mostly not noticeable for other devices and probably why the high bandwidth is recommended. It allows for better experience overall, not necessarily something that helps you do something faster.

No data collection for any other reason than security practices, and for reasons that pertain to public security (not necessarily legal). A 30 day retention policy would be more than enough. Without discovery, public profiles, advertising and usages targeted towards you engaging more with the platform, the data collection and telemetry becomes quite unnecessary.

If you are paying for the usage (mostly server and development costs), your data need not be used for anything other than actually improving the product and security.

Currently the data is purely to extract profits and keep you hooked. This is what they have made you believe social media is about. Its not. You aren't hooked on iMessage and FaceTime scrolling reels and wasting hours. It's actually used to connect with people.

A new paid social media network with high privacy settings would defeat meta products quite easily. From what I understand, it costs around 27$ a year per user for Meta to run the business. At 5$ per month with limitations on size of your profile (like number of pictures), it would be quite easy to run a social media of this sort. This kinda of social media is what eventually everyone will move towards (and currently want). Small social circles, extremely private, and connections and discovery in very limited ways that allow you to maintain privacy and your 'inner' circle.

Social media is here to stay, unfortunately. Meta, LinkedIn, X, I wouldn't invest in the long term.

>A new iPhone 18 has 2.5x the performance of an iPhone 11.

But we are talking about something as simple as opening safari and camera app. How does that glitch and require 2.5x the performance 7 years later with no hardware changes whatsoever to the camera and network/ssd/display etc.

I have been thinking about this for some time now. There is no doubt this happens. My moms iPhone 11 is on iOS 26 and over the last 2 OS updates, its reached that exact point where it is 'glitching' like the twitter video says. Now that it won't get a new update this year it seems it requires an upgrade, not from new features, but from the existing ones no longer functioning efficiently.

My theory is that the 'malware' is simply heavier updates on older phones that don't really need it. For example the camera app in iOS26 could be significantly slower than in iOS 15 for example. It may do a few extra things but it could do them just as well on the older code base. Now with the new code base, the exact same feature runs slower on an old phone but runs the same on a newer phone with a relative difference noticeable.

This is probably because Apple hardware team is far ahead of the software team. There is a lot of headroom, and instead of doing something innovative with it, apple choses to instead just bloat it to sell more phones.

Apple with this strategy becomes the most environmentally unhealthy company. Of course we need a way to prove this.

What I would do is get an iPhone 12 with iOS 14 to iOS 27 and compare how fluid and snappy the UI is. its probably hard to get an iPhone with iOS 14 because apple cleverly doesnt sign it.

Electromagnetic triggers. Find the right frequency and resonate it.

I read stainless and immediately thought ‘stainless steel’. I thought some company developed the method and patented it. Now why would anthropic buy that.

But the truth is that this is actually not entirely impossible. The AI world is going crazier than this.

The research on ptsd began with US veterans afaik. It’s probably the group that is most studied for it and also receives trials.

The US also spends a large amount of money on each veteran. If they can find a cure for trauma they would benefit hugely from it. The side effect of this is that others would benefit as well.

I knew this is about wall charger at home but I assumed ‘time of use billing’ was some kind of billing system for the charger that’s implemented.

> to what end?

People making cooking websites, websites for their garden, etc usually have nowhere to go. A web app who is an agent for a customer will then deploy agents in the backend to deploy the website too.

Basically what one would do manually, you tell one agent to make another agent do it.

Meta agents are where are going it seems.

Im assuming (though rare) it’s the same with flights. They keep the schedule for movies in case someone joins half hour late. Plenty of people visit my the cinema for all kinds of reasons other than the content (like sleeping in the AC among other things that come to your mind). Keeping the movie going rather than waiting for someone to show up and make it awkward would probably be better for customer service too.

How I see SF : I have 200mn dollar worth of shares of an AI company. I’ll buy it from you for 200mn worth of shares of an ad agency. We both would however need to turn these ‘assets’ into cash from banks to buy groceries. The banks don’t rate these very highly. So we are worth maybe 5mn if we consider book value.