TradingPlaces

12 ms·

1. 91.▲
   Qualcomm Looks to Level Up(seekingalpha.com)

   1 points by TradingPlaces 3y ago|0 comments
2. 92.▲
   by TradingPlaces 3y ago

   Media is so focused on CPUs, they are missing the fact that Apple focused on the GPU and Neural Engine for this round of chips
3. 93.▲
   by TradingPlaces 3y ago

   This only includes 2 U2 shows, which netted $4.1 million together. Q4 will be the real first operational report from them.
4. 94.▲
   by TradingPlaces 3y ago

   There is no control to this experiment. What would have happened to those 271 kids had he paid their tuition to Harvard, and also opened up the same access to them? Also, what happened to the other 260 kids? I bet they would prefer that Har
5. 95.▲
   by TradingPlaces 3y ago

   Reeks of selection bias.
6. 96.▲
   by TradingPlaces 3y ago

   The Whole Earth Catalog is hard to describe except that it was an attempt to make the world wide web, long before the web, in print, back in the 1970s. From the masthead: >FUNCTION >The WHOLE EARTH CATALOG functions as an evaluation a
7. 97.▲
   by TradingPlaces 3y ago

   That’s the equity. If someone were to buy Twitter for $19b, they would also be assuming $13b of debt, which means Elon thinks Twitter is worth $32b. LOL. It wasn’t worth that much when he bought it, which is why he tried to bail.
8. 98.▲
   by TradingPlaces 3y ago

   Qualcomm now refers to ARM as a “legacy architecture.” Cold. But in all seriousness, I think RISC-V takes over the low- and mid-segments of embedded, industrial and maybe automotive SoCs
9. 99.▲
   by TradingPlaces 3y ago

   So happy with Kagi for general web search and news search, and it is the best search engine i use for those. Google still better for photos imo. Best $10 I spend every month.
10. 100.▲
    by TradingPlaces 3y ago

    Elizabeth Lopatto’s coverage has been the best. I’ve been trying to ignore the trial, but she keeps sucking me back in.
11. 101.▲
    by TradingPlaces 3y ago

    58% of traffic acquisition costs and 24% of all cost of revenue. Um, wow.
12. 102.▲
    by TradingPlaces 3y ago

    That is from the recent Bernstein estimate. Justice Department says only $4-$7b
13. 103.▲
    by TradingPlaces 3y ago

    One thing the presentation highlighted in contrast to Apple is how dependent Qualcomm is on Microsoft, Google, and the smartphone/chromebook/PC manufacturers. Looking forward to seeing this thing in the wild.
14. 104.▲
    by TradingPlaces 3y ago

    Video of the experience https://www.youtube.com/watch?v=dhRD_hUZrcI
15. 105.▲
    by TradingPlaces 3y ago

    Qualcomm+Nuvia PC ARM chip announcing tomorrow. “Snapdragon X” Of course, ARM is suing them over it. Oh well.
16. 106.▲
    by TradingPlaces 3y ago

    When labor markets get tight like 2019, 2021-2023, the largest income gains, proportionally, are among lower earning groups. https://www.atlantafed.org/chcs/wage-growth-tracker.aspx Click on “Race” and “Wage Level&quot
17. 107.▲
    by TradingPlaces 3y ago

    Me. The best $10 I spend every month. Amazing what happens when you are the customer, not the product.
18. 108.▲
    by TradingPlaces 3y ago

    This is from 2017 and the picture changed drastically in 2018-2023.
19. 109.▲
    by TradingPlaces 3y ago

    The FBI agent is this guy. https://www.businessinsider.com/fbi-didnt-care-giuliani-comp...
20. 110.▲
    by TradingPlaces 3y ago

    This likely has to do with the fact that iPhone Pro and Pro Max were backordered into October and November within an hour of going on sale.
21. 111.▲
    by TradingPlaces 3y ago

    There are substantial non-cash costs that go into cost-of-revenue. These come from amortizing assets like patents and the maps, and depreciation on all the equipment, including whatever backend servers there are. Share-based compensation is
22. 112.▲
    by TradingPlaces 3y ago

    And also, for whatever reason they decided to go with the Jag I-Pace, which starts at $72k
23. 113.▲
    by TradingPlaces 3y ago

    There are only 808k people in SF https://www.census.gov/quickfacts/fact/table/sanfranciscocit...
24. 114.▲
    by TradingPlaces 3y ago

    I have been told it loses money by Google employees. Not just sensors+compute. R&D and the map-making are substantial costs. Waymo is reported in “Other Bets” which had $1.1 billion in revenue in 2022 and $6.1 billion in operating losse
25. 115.▲
    by TradingPlaces 3y ago

    It definitely works. I was in one just yesterday for over a half hour and it’s a pretty smooth thing, and in some ways better than a human driver (e.g., always yields to pedestrians entering a crosswalk, never exceeds speed limit,etc.) But
26. 116.▲
    by TradingPlaces 3y ago

    Can confirm. My next door neighbor is a sex worker (life in LA), and she said all of a sudden everyone’s engagement collapsed on Wednesday. She paid for the annual blue check, and is very pissed. I feel terrible, because I had told her that
27. 117.▲
    by TradingPlaces 3y ago

    Thanks
28. 118.▲
    by TradingPlaces 3y ago

    Thanks
29. 119.▲
    by TradingPlaces 3y ago

    >However, the key difference is that in OHTTP the end destination is known, because there is a 1-1-1 mapping between OHTTP Relay -> OHTTP Gateway -> Target. This could become more generalized in future revisions to OHTTP, but right
30. 120.▲
    by TradingPlaces 3y ago

    Many years ago I got a 23andMe kit. I was about to swab, when I asked myself, “Why is this thing so much cheaper than a lab?” I sent the unused kit back.