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They're wrong, for a simple reason: my build jobs that can run on a Mac finish faster on a Mac. As far as the complex list of reasons: - Correct. - Do they r

They're wrong, for a simple reason: my build jobs that can run on a Mac finish faster on a Mac. As far as the complex list of reasons: - Correct. - Do they run the server park, or AWS? - "Services" is a word Apple uses as shorthand for Wall Street types to mean "monthly subscriptions to consumers", it doesn't mean "things we charge for", because at that point it has 0 meaning - Why would anyone run an LLM on an M-series server? - Why would Fleetsmith help manage servers? It's MDM. You don't need or want provisioning profiles on servers. - Nested virtualization makes sense. - Cloud isn't highly profitable, it's highly revenue-able. Profits are declining as the titans bash it out. - They didn't spend a "lot of resources" - Xcode Cloud is in the cloud - but they're already offering it. - The timeline for iCloud elides a whole lot of time. - They don't need a 4T or 5T marketcap and those aren't the only options. You know too much about Apple and it's blinding you because you can connect all the info you know about it to any other arbitrary trend. Been there, that's why I'm comfortable being overly concise about it.

jbverschoor 3y ago
AWS for "iCloud", not sure what else they run. I meant a "cloud server park" Services is anything software as far as I know. If they run their own servers, they'll have a large number of gpu core which could be used for LLMs. From what I understood is that M* is pretty good at them. That way they're not helping NVIDIA grow more as a competitor. My point with Fleetsmith is that they're looking at corporate use. Maybe not a lot of resources for them (boot loader), but they deliberately allow booting other operating systems. I firmly disagree about cloud profitability. I read numbers between 30% and 60%, although I also found 2.6% for GCP and -8% for Azure. Not sure why they're so far apart. Amortization shouldn't be the issue. Perhaps "R&D" Last part, you might be right ;-)

jbverschoor 3y ago

AWS for "iCloud", not sure what else they run. I meant a "cloud server park" Services is anything software as far as I know. If they run their own servers, they'll have a large number of gpu core which could be used for LLMs. From what I understood is that M* is pretty good at them. That way they're not helping NVIDIA grow more as a competitor. My point with Fleetsmith is that they're looking at corporate use. Maybe not a lot of resources for them (boot loader), but they deliberately allow booting other operating systems. I firmly disagree about cloud profitability. I read numbers between 30% and 60%, although I also found 2.6% for GCP and -8% for Azure. Not sure why they're so far apart. Amortization shouldn't be the issue. Perhaps "R&D" Last part, you might be right ;-)