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> Consumers are far too happy to just jump on the hypiest train and don't care enough to actually educate themselves about which product has maximum value. It's

> Consumers are far too happy to just jump on the hypiest train and don't care enough to actually educate themselves about which product has maximum value. It's the entire reason Apple still exists as a company, for example. Can you elaborate on this? It seems to me that observing Apple, it is a company that creates and captures significant value as a business. They are excelling in some key business areas, such as supply chain logistics, while also moving the needle in a meaningful way with the development of best-in-class hardware, specifically in sensor packages, baseband processors, and CPUs. Some of that has to do with their buy of TSMC yield on N3 and other nodes, however there is a direct business acumen in choosing to do this and understanding the logistical chain of provenance to dominate the market from a hardware perspective. While I agree that this release from Intel is mostly marketing, it isn't clear to me that Apple is driving a hype train, rather than actually meaningfully moving the needle.

thfuran 3y ago
>Some of that has to do with their buy of TSMC yield on N3 and other nodes, however there is a direct business acumen in choosing to do this That seems a little excessive. I'd say that, on the contrary, it would take a profound lack of business acumen to do otherwise in Apple's position. If you're trying to sell a premium product at that scale, what else would you do?
- tristor 3y ago
  Good question. I'd honestly agree with you. There was an article linked here the other day quoting Charlie Munger saying that the secret to success in business was less about doing the right things and more about not doing the wrong things. Unfortunately if you look at the hardware business today, there's a lot of companies clearly doing the wrong things, Apple is also clearly not. Still goes to my point that Apple is far more than a hype train, there's actually something of substance there.

thfuran 3y ago

>Some of that has to do with their buy of TSMC yield on N3 and other nodes, however there is a direct business acumen in choosing to do this That seems a little excessive. I'd say that, on the contrary, it would take a profound lack of business acumen to do otherwise in Apple's position. If you're trying to sell a premium product at that scale, what else would you do?

tristor 3y ago
Good question. I'd honestly agree with you. There was an article linked here the other day quoting Charlie Munger saying that the secret to success in business was less about doing the right things and more about not doing the wrong things. Unfortunately if you look at the hardware business today, there's a lot of companies clearly doing the wrong things, Apple is also clearly not. Still goes to my point that Apple is far more than a hype train, there's actually something of substance there.