31–40 of 225 posts
Earlier quoted context omitted.
>Apple are in the unique position to give with their war chest of cash Don’t all the big tech companies have giant cash accounts?
If I'm googling this right Apple had perhaps $48B in cash in 2022. I don't know how others compare.
> while Apple analyst Ming-Chi Kuo believes that new 14- and 16-inch MacBook Pro models coming in 2024 will feature M3 Pro and M3 Max chips. I am really excited about the M3. The M1, with its unified memory it can already run decently large LLMs. It would be great if Apple was able to make the M3 even better at that. In addition, it seems like there is a lot of momentum in releasing models that the user can run on co…
Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…
It looks like the local-LLM enthusiasts will want to use Apple computers. This is funny to me for some reason, like if the most cost-effective work boot of 2025 is produced by Gucci.
Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…
Nobody really benefits when the leading process node is being wasted by a walled garden company on, mostly, consumer laptops
Tim Cook must sweat bullets every time he reads a headline about China potentially invading Taiwan.
prob not his worse case scenario :)
Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…
It looks like the local-LLM enthusiasts will want to use Apple computers. This is funny to me for some reason, like if the most cost-effective work boot of 2025 is produced by Gucci.
What Apple has done with the M-series silicon is really impressive, but it’s not as fast as big, dedicated GPU silicon.
> like if the most cost-effective work boot of 2025 is produced by Gucci.
Apple M-silicon laptops are high quality, but they’re not the same as overpriced luxury goods. The price of entry level M1/M2 Macs is extremely reasonable, IMO.
Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…
It looks like the local-LLM enthusiasts will want to use Apple computers. This is funny to me for some reason, like if the most cost-effective work boot of 2025 is produced by Gucci.
Earlier quoted context omitted.
It looks like the local-LLM enthusiasts will want to use Apple computers. This is funny to me for some reason, like if the most cost-effective work boot of 2025 is produced by Gucci.
It is a little funny... but the combination of pretty good integrated graphics and (potentially) large amounts of on package ram mean that macs are actually a pretty inexpensive way to get access to a GPU with lots of graphics memory.
Some people may criticise the "monopoly" Apply have of TSMC latest nodes, but I think it's ultimately good. TSMC need to know they have a customer for new nodes in order to invest in them, thats what Apple are in the unique position to give with their war chest of cash. This investment by Apple eventually leads its way to other customers and smaller businesses. The whole industry thrives on the wake Apple leaves behi…
It looks like the local-LLM enthusiasts will want to use Apple computers. This is funny to me for some reason, like if the most cost-effective work boot of 2025 is produced by Gucci.
Earlier quoted context omitted.
>Apple are in the unique position to give with their war chest of cash Don’t all the big tech companies have giant cash accounts?
If I'm googling this right Apple had perhaps $48B in cash in 2022. I don't know how others compare.
So no, Apple is not the big tech with the most cash. They do have a much higher market cap than the others but it's simply based on their brand image and speculation.