I always thought this was a case worth taking to court It also, without question, reduced competition in the space, which is why . This is in fact a case where I think even a loss is worthwhile, because I find . Ultimately, though, my objection to this arrangement is just as much, if not more, about Apple and its power. They are the ones with the power to set the defaults, and they are the ones taking the money instead of competing; it’s hard to fault Google for being willing to pay up. contracts between Aggregators to be particularly problematic ..read more

The lesson learned from the cloud side is — we’re not running a conglomerate of different businesses, it’s all one tech stack up and down Microsoft’s portfolio, and that, I think, is going to be very important because that discipline, given what the spend like — it will look like for this AI transition any business that’s not disciplined about their capital spend accruing across all their businesses could run into trouble ..read more

Stop me if you heard this one before. From Mark Zuckerberg is asking investors for patience again. Instead, they’re alarmed. After Meta Platforms Inc. revealed that it will spend billions of dollars more than expected this year — fueled by investments in artificial intelligence — the company’s chief executive officer did his best to soothe Wall Street. But the spending forecast, coupled with slower sales growth than anticipated, sent the shares tumbling as much as 16% in New York on Thursday morning, the biggest drop since October 2022. 18 months ago I created a meme for exactly this occassion ..read more

The great thing about a monopoly is that a company can do anything, because there is no competition; the bad thing is that when the monopoly is finished the company is still capable of doing anything at a mediocre level, but nothing at a high one because it has become fat and lazy. To put it another way, for a former monopoly “big” is the only truly differentiated asset ..read more

I don’t think the developers are wrong, but even if they are wrong, it’s not good for Apple that they’re so unhappy, and feel so aggrieved. It’s not good for Apple that developers don’t see the App Store as a platform that works in their interests. Like the Apple logo, “developer goodwill” has no price tag. becomes much more black-and-white. Yes, Apple created the iPhone and the App Store and, under current U.S. antitrust doctrine, almost certainly has the right to impose whatever taxes it wishes on third parties, including 30% on purchases and the first year of subscriptions, and completely c ..read more

And because these NIMs have been packaged up and ready to work on your system, so long as you have Nvidia GPUs in your datacenter or in the cloud, these NIMs will work together as a team and do amazing things. , though, is that there is a rhyme and reason to this volume ..read more

I’ve already mentioned Bing Chat and ChatGPT; on March 14 Anthropic released another AI assistant named Claude: while the announcement doesn’t say so explicitly, I assume the name is in honor of the aforementioned Claude Shannon. This is certainly a noble sentiment — Shannon’s contributions to information theory broadly extend far beyond what Dixon laid out above — but it also feels misplaced: while technically speaking everything an AI assistant is doing is ultimately composed of 1s and 0s, the manner in which they operate is emergent from their training, not proscribed, which leads to the ex ..read more

When we examine culture and leadership closely, we see that they are two sides of the same coin; neither can really be understood by itself. On the one hand, cultural norms define how a given nation or organizations will define leadership — who will get promoted, who will get the attention of followers. On the other hand, it can be argued that the only thing of real importance that leaders do is to create and manage culture; that the unique talent of leaders is their ability to understand and work with culture; and that it is an ultimate act of leadership to destroy culture when it is viewed a ..read more

No wireless. Less space than a nomad. Lame. My one small comfort in the cold Wisconsin winters, walking up and down Bascom Hill in the snow at the University of Wisconsin-Madison, was listening to music on my Diamond Rio. That Rio served me well all through college; Apple shipped the first iPod my senior year, but it was Mac only, and besides, my Rio was good enough. Sure, I could only fit 20 songs or so (of course I bought the proprietary expansion memory card), but if I wanted more I could just sync with my computer. I certainly wasn’t going to pay $2,000 or whatever it cost to get a Mac and ..read more

And yet, Apple’s most potent response to ecosystem intransigence may be to double down: Disney with a war chest (via an Apple partnership) would be a far more formidable competitor to Netflix, and ESPN with a VR camera at every game it televises would, in my estimation, make the Vision Pro an essential purchase for every sports fan. I once argued that the latest prediction from Apple supply chain analyst Ming-Chi Kuo the last time the two companies were at odds, but the weakness in that argument is that simply having money another company needs isn’t a compelling enough case; when it comes to ..read more