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Utter planning failure. At the same time they have a quarter trillion in cash sitting.
by whatever1 3mo ago
Utter planning failure. At the same time they have a quarter trillion in cash sitting.
- spandrew 3mo agoWhy would they give away a trillion dollars when their goal is to make a trillion more?
- whatever1 3mo agoI did not suggest to burn it. They could have bought years ago a ram fab and ensure their supply will not dry up. Now their sales will go down as a result of the failed planning. But more importantly lost once in a lifetime opportunity to corner the entire personal computer market
- SoftTalker 3mo agoThey could have, yes. But that's not really in their DNA and mostly an observation with the benefit of hindsight. Apple aren't a hardware manufacturer. Designer, yes. But the making has always been outsourced AFAIK.
- whatever1 3mo agoApple is not new in the game of booking the entire capacity of a fab.
- matchbok3 3mo agoThey should have predicted AI? lol.
- whatever1 3mo agoShould they lose capacity to OpenAI?
- bigyabai 3mo agoThey very well could have. Apple was the only company poised to take on CUDA with OpenCL, and they got pantsed so hard by the HPC industry that the Mac Pro got discontinued entirely. Apple could have added a couple trillions to their valuation if they weren't addicted to service revenue. But today's Apple is too fat to see their shoes, let alone where the puck is headed.
- Danox 3mo agoThe Mac Pro was a stopgap and they weren't going to work with Nvidia, Intel and AMD anymore good riddance in the long run.