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“It doesn’t seem to me you feel any pressure or competition” Judge says to Cook

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Re: “It doesn’t seem to me you feel any pressure or competition” Judge says to Cook

#11
post #8

Earlier quoted context omitted.

My general take is that it's not worth it. Professional traders will beat you to it, and you're looking at maybe a 1% drop. * If it goes up, you lose money. * If it goes down, and you have $100k invested, you make $1k. $1k is 3 hours consulting time for a SWE. It seems easier to find consulting gigs and consult for 3 hours than to play the market. Unless I have specialized knowledge on a particular industry beyond wh…

You often do have specialized knowledge. Possible past examples: 1. Buying puts before the coming stock market crash back in January 2020. 2. Buying calls in WDC and STX after reading on HN about Chia Coin and hard drive prices, in early May, if you weren’t already aware in April. It was not a sure thing because prices move for other reasons, but a very very positive EV, and a great diversification of a crypto positi…

I've rode a few hundred dollars investment in AMD for over a decade, and it would now buy a servicable used car.

The primary logic was "they're too important from a regulation perspective to fail." Even at the worst days of buggy original-stepping Phenoms and sort-of-eight-core Bulldozer chips, the day AMD shuts down is the day every anti-trust regulator in the universe comes tumbling down on Intel.

I suspect it's still a viable theory even today; I can't really imagine Intel being willing to argue in court that the real competition for the future of desktop and bigger computing is things like RISC-V and ARM parts, products they have a history of not competing with effectively.

Re: “It doesn’t seem to me you feel any pressure or competition” Judge says to Cook

#12

This one is confusing. Walled Gardens have certain negative traits. At the same time, it’s difficult to say Apple doesn’t have the right to run their ecosystem they way they have currently designed it.

Why is that difficult to say?

If I pay for a general computer, I should be able to run whatever code I want on it. Apple should have no say in what I compute.

Re: “It doesn’t seem to me you feel any pressure or competition” Judge says to Cook

#13

This one is confusing. Walled Gardens have certain negative traits. At the same time, it’s difficult to say Apple doesn’t have the right to run their ecosystem they way they have currently designed it.

Why is that difficult to say? If I pay for a general computer, I should be able to run whatever code I want on it. Apple should have no say in what I compute.

This is a device and an ecosystem that works certain ways. You know that. Please, go get yourself and Android and do whatever you want with it and leave us alone too enjoy the calm and safety of the ecosystem we love and choose to use. I’m telling that as someone whose went to Android in December and back to iOS 3 weeks ago. Please, just leave us alone.

Re: “It doesn’t seem to me you feel any pressure or competition” Judge says to Cook

#14
post #13

Earlier quoted context omitted.

Why is that difficult to say? If I pay for a general computer, I should be able to run whatever code I want on it. Apple should have no say in what I compute.

This is a device and an ecosystem that works certain ways. You know that. Please, go get yourself and Android and do whatever you want with it and leave us alone too enjoy the calm and safety of the ecosystem we love and choose to use. I’m telling that as someone whose went to Android in December and back to iOS 3 weeks ago. Please, just leave us alone.

Android was only marginally better until google announced they would allow app stores to update apps in the background from android 12 onward.

Re: “It doesn’t seem to me you feel any pressure or competition” Judge says to Cook

#15

This one is confusing. Walled Gardens have certain negative traits. At the same time, it’s difficult to say Apple doesn’t have the right to run their ecosystem they way they have currently designed it.

Why is that difficult to say? If I pay for a general computer, I should be able to run whatever code I want on it. Apple should have no say in what I compute.

you didn't pay for a general purpose computer though. You paid for a computer tied to the App Store with all the advantages and disadvantages commensurate with that.

If you want to frame it in contract terms, this is like signing on the dotted line for a mortgage ("enter into the contract, buy the phone"), then some time later saying "this payment is too much" ("I don't like this bit, I want to pay less"). It doesn't work that way.

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