Viewing profile — Taikhoom2010

So is Nintendo Online a popular service? I'm curious if I should get it.

Yes, but what would lead to Apple's decline? Sure, you can say that everything can decline; all I am doing is articulating why they can be around for a very long time, considering …

Well its not the only enterprise tool, but from the perspective of llm delivering enterprise spexifc insights

yes perhaps, although I think the best option for a enterprise is to train a model on it's own data.

The problem is all these new labs don't have any competitive advanatge amongst each other, talent can only take one so far, though Jeff is a legend no doubt. Models are commodities…

OpenAI is a deeply mismanaged company. Most recently, a blog post that feels like it has got to have dozens of PR violations, responding to the Apple lawsuit. More broadly, OpenAI’…

Xbox failed aggregation; Microsoft should exit the business. https://open.substack.com/pub/taikhooms/p/xbox-game-pass-and...

OpenAI is a deeply mismanaged company. Most recently, a blog post that feels like it has got to have dozens of PR violations, responding to the Apple lawsuit. More broadly, OpenAI'…

Odd, regardless, OpenAI is spreading itself too thin, trying to fight wars on the enterprise, consumer, and hardware fronts, and will likely end up losing them all. Models are a lo…

Summary - Snap Inc.’s business model is changing. Wall Street has tagged the company as an advertising company, which has been the dominant model for most of the companies’ short t…

As in apple has a consumer brand which creates a sense of status, and then a developer ecosystem which has to develop for Apple since they have the highest paying consumers, and a …

How so? None of those were directly consumer companies.

That is a unique angle I did not think about - I did try to explain why I think it is an aggregator nonetheless. https://open.substack.com/pub/taikhooms/p/why-openrouter-can...

I think Stripe’s internal strategy is a consolidation of products within its sector. Similar across other industries, such as cybersecurity, where I think Cloudflare is attempting …

Yes, but Apple has two-sided lock-in, in terms of a brand and consumer pricing power, as well as ecosystem lock-in through services.

I think Stripe’s internal strategy is a consolidation of products within its sector. Similar across other industries, such as cybersecurity, where I think Cloudflare is attempting …

Disagree; regardless of the hardware change, Apple will release its take, and people will continue to use it. I write about the dynamic of a double-sided lock-in here: https://taik…

No on smartphones while Apple's market share by revenue is like 20 ish %, they have like 80% of the industry's profits. If you're interested in the specific dynamic, check this out…