IBM

119 ms·

451.
by IBM 9y ago
The limiting factor is the bandwidth of the people making the investment decisions. There's no way to manage a portfolio of that size and dedicate the amount of time you'd want to any one of them. Also, why give $1 million to 4000
452.
by IBM 9y ago
Lots of companies have corporate VC arms. The difference is they aren't investing anywhere near the amount SoftBank is. Their $100 billion tech fund is too big for the kind of deals that the typical VC invests in. It's pretty clea
453.
by IBM 9y ago
SoftBank has too much capital for something like YCombinator. It simply doesn't scale. Even the VC industry is a drop in the bucket compared to the broader PE industry.
454.
by IBM 9y ago
Original story https://www.nytimes.com/2017/05/20/world/asia/china-cia-spie...
455.
by IBM 9y ago
I'd bet on Apple having more leverage with the government than Tencent just because Apple indirectly employs millions of workers.
456.
by IBM 9y ago
The Apple patents in question weren't SEP and aren't subject to FRAND terms.
457.
by IBM 9y ago
Apple doesn't receive a license from Qualcomm. They pay their third party manufacturers which pass it on to Qualcomm (and until recently, Apple was receiving a rebate for some of it in exchange for exclusivity). Also I doubt anyone is
458.
by IBM 9y ago
Uh that's what they've done. The article is about Instagram becoming like Facebook in the sense that this is a massive property on the scale of the core Facebook product. 700 million users vs Facebook's 2 billion.
459.
by IBM 9y ago
Your worries are pretty unfounded. The bigger concern is what Netflix would do to Apple's culture, not the other way around. Netflix is FCF negative and a fraction of the value of Apple and the value it produces. That being said, it wo
460.
by IBM 9y ago
Various third party firms have said for years that the amount of switchers from iPhone to Android pales in comparison to the switchers to iPhone. Also Apple usually says it themselves on their earnings calls.
461.
by IBM 9y ago
Big narrative violations: Mac units up 4% year over year, revenue up 14% year over year. Last quarter it was up 1% and 7%. In contrast Surface revenue was down 26% year over year. Other products (which include Apple Watch and AirPods) reven
462.
by IBM 9y ago
Google is an example of the failure of being engineer led in my opinion. I think it's led to Google having institutional ADD and has left them with countless failed products and others that have been neglected for years (has anyone wor
463.
by IBM 9y ago
I follow Media Twitter pretty closely. Apple News has become a significant driver of traffic for a lot of publications. This contrasts to when it launched when no one thought it would amount to anything. Here's a few more stories http
464.
by IBM 9y ago
It's actually a sleeper hit [1][2]. The Guaridan seems to be the anomaly. >Publishers are also paying increasing attention to Apple News, which added push notifications as part of a redesign last year and now delivers significant tr
465.
by IBM 9y ago
Why? Isn't the thing about AI that everyone in the field wants to publish? Doesn't that mean all of their competitors will benefit from their research? It seems to me that Amazon will likely win because they're better at serv
466.
by IBM 9y ago
What? It's "Tesla recalls 53,000 cars over brake issue" which is the same as the headline on the HN post. I'm pretty used to the Tesla/Elon sycophants on HN (and Reddit and Twitter for that matter) but fabricating a
467.
by IBM 10y ago
There wasn't a question in my comment. And I'm not sure how much value there is in a generic comment about intellectual property from a professor because the journalist needed a quote for their story.
468.
by IBM 10y ago
I bet Snapchat wished they had some patents on their product to assert against Facebook (and if they do and they aren't, they're idiotic). They're going to be destroyed (or have a ceiling placed on their growth) because Faceb
469.
by IBM 10y ago
How great would it be if they did the same thing for Google Finance as well? It hasn't been touched in years.
470.
by IBM 10y ago
Charlie Munger had something to say about that. https://www.youtube.com/watch?v=Ownc_LP3t08&feature=youtu.be...
471.
by IBM 10y ago
If you read the transcript [1] of the meeting closely, when Schiller mentions modular, he seems to be making the distinction that the new Mac Pro would not be an iMac Pro. That is it would continue to be a product that doesn't come wit
472.
by IBM 10y ago
Even if Apple invests in Toshiba's unit there's no way they're going to use them as a single source. They might give them a guaranteed percent of their NAND orders (especially if they get favorable pricing). It would still be
473.
by IBM 10y ago
Reuters' story mentions that Apple would take a 20% stake while Foxconn would own 30%. With Toshiba keeping a stake as well [1]. It's certainly not in Apple's interest to let this industry consolidate further [2]. Memory pric
474.
by IBM 10y ago
Apple has pricing power because their products are differentiated and they have competitive advantages that give it a wide moat, making it difficult to compete with. Whole Foods has tons of competition that have got into organic food.
475.
by IBM 10y ago
I'm 90% sure this is why Apple hasn't used Nvidia GPUs in years. That and AMD is obviously thirstier and would offer better pricing.
476.
I Thought I Understood the American Right. Trump Proved Me Wrong(nytimes.com)
6 points by IBM 10y ago|3 comments
477.
by IBM 10y ago
From the 60 minutes article: >Ramsay Brown and his garage start-up Dopamine Labs made a habit-breaking app as well. It’s called “Space” and it creates a 12-second delay -- what Brown calls a “moment of Zen” before any social media app
478.
by IBM 10y ago
Are you kidding? Metal isn't just on macOS, it's on all of Apple's platforms. With the iPhone alone they have all the market power they need.
479.
by IBM 10y ago
What makes you think Metal has been dropped?
480.
by IBM 10y ago
Whether it's a "great product" or not in your opinion doesn't really matter as long as the people who bought them are happy.

More ›