Viewing profile — HeckaSmart

13.8% of it will be Apple Silicon.

Every body is doing payments. So I don't see how this could boost Twitter's profits. Probably a money sink because payments is hard and extremely regulated. Twitter should focus on…

It's still amazingly difficult/unpredictable to deploy a simple node app with HTTPS enabled in 2022. The best and easiest service was still Zeit Now v1 back in 2017. It has been ma…

It's not that bad. What made is worse is that every browser is a little bit different and it needed to support mobile devices over time.

One reason Facebook's VR ambition might fail is that their entire culture has been built around social media, A/B tests, small optimizations, web, and a 2D interface. From manageme…

Yea, sounds like BS to me. Imagine Elon reading code printed on hundreds of thousands of real paper from thousands of developers. Makes no sense.

This is certainly true. The stagnation is what is causing low sales volume. Every home owner in America has a 2 - 3% mortgage rate while today's rate is 7%. And they are sitting on…

Their record for this goes back to 2015. As far as I know, home sales never collapsed by this much in the great recession. I compiled home sales data here: https://docs.google.com/…

I loved the change on Macbook touchpads. It was solving a problem because the corners were very hard to press. It was very well executed. I couldn't get use to the change on the iP…

This happened in South Korea as well. https://www.reuters.com/business/media-telecom/skorea-broadb...

Forward earnings suggests a P/E in the 20s in 2023.

A few of things. 1. ARM is most certainly retaliating at Qualcomm for lobbying governments to cancel the Nvidia deal. 2. Qualcomm's Nuvia is a direct threat to ARM's business. If N…

He is paying Tesla.

It will be weaker because the M1 14/16 MBPs were eagerly anticipated. A chip refresh isn't going to have the same effect. I think we'll see a big boost in Mac sales when M3 drops. …

No, VR.

Macs grew at 25% YoY (Apple earnings) while the PC market shrank by 15% YoY (IDC). Apple Silicon is doing wonders.

I wonder how this affects Rings of Power budget. It cost $462m to produce season 1 and another $600m for the license and marketing. Season 2 might have a much lower budget. As both…

Every report, rumor, public interviews from executives have pointed to a VR device in 2023.

I think Apple will come out with the best hardware. Why? 1. Best mobile SoC designs by far. Not even close. 2. Hardware company at heart. Their culture is built for hardware. 3. Wa…

I don't. I don't even own a VR headset. I tried the Quest Go or whatever it was called back in 2018. It was awful. I returned it immediately. But I can see GenZ or the generation a…

What they really want is to be the iOS and the App Store. They don't want to live under Apple and Google's roofs anymore. They want control. And they want to be the one taxing apps…