qwytw

18 ms·

241.
by qwytw 2y ago
> You can't tell beforehand which participants will beat the market, even having full knowledge of their strategies and skill I never implied that I can. That fact doesn't prove that it's somehow fundamentally impossible t
242.
by qwytw 2y ago
> But each individual trader should not expect to beat the market In aggregate sure. But unless we believe that it's entirely random some individual investors can still certainly expect to beat the market, they just can't verif
243.
by qwytw 2y ago
> You don't expect to beat the casino in roulette, Do you believe that investment is entirely random and there is absolutely no skill involved? Because if not, that's a nonsensical analogy. You should use a a both both luck and
244.
by qwytw 2y ago
Investment is hardly a zero sum game. If it were nobody would make anything buy investing passively either. So how is that a reasonable analogy? > you can’t reliably expect to do it. Sure, I can't. But assuming that it's not en
245.
by qwytw 2y ago
> time in the market always beats timing the market > The implicit assumption in that refrain is that, Only if you were fine with waiting 50-100 years. The market in 1950 was more or less at the same level in real terms as in 1906, of
246.
by qwytw 2y ago
That claim is not phrased like that, so why would we interpret that way? > average So what? It's like saying that since an average person can't run a marathon it wouldn't make sense for any individual to even try it. How d
247.
by qwytw 2y ago
Which still means that SOME individual investors will inevitably beat the market.
248.
by qwytw 2y ago
> Put another way - if you can reliably pick the next Apple before anyone else Problem is that it might take years to verify that. > The key is that That doesn't change the fact that there are plenty (in absolute numbers) of indi
249.
by qwytw 2y ago
> picking stocks yourself, the answer is also pretty cut and dry. There’s strong evidence no individual trader can expect to beat the market. Is there? It would make sense if an average individual trader can't expect to beat the mar
250.
by qwytw 2y ago
> given they make more from services than from macs: Almost all of that comes from iPhones/iPad/etc. services. Also IIRC 1/4 of their services revenue is just the $20 billion Google is paying them every year. > but it
251.
by qwytw 2y ago
Well.. it's rather hard to run most other benchmarks on any M4 device. Anyway I don't think the exact % matters too much to get the point across . But if we compare the difference between M3 and the 9950X in Cinebench and Geekbenc
252.
by qwytw 2y ago
I'm not sure even if that was the case it would fit the definition of a "loss-leader" unless we assume that Apple makes back the loss and more through the App Store and other services which seems extremely unlikely. Otherwise
253.
by qwytw 2y ago
> They might be subsidising Any (even the slimmest) evidence that this might be the case? Because it seems like an extremely far fetched claim... And year RAM/Storage upgrades seem like a clear example of market segmentation.
254.
by qwytw 2y ago
> The low end models are so cheap that Apple is definitely subsidizing Depends what do you mean by "subsidizing".. Obviously their margins on entry level models are lower but I would still bet than they are much higher if not s
255.
by qwytw 2y ago
Well yeah... I was saying that they improved power consumption massively compared to Apple since 2020. Which is true. 10th gen was horrible and now they have almost caught up with the M series.
256.
by qwytw 2y ago
> end as a user you get a slighly faster machine You don't, though. Unless you only care about single core performance and/or power usage. Apple's chips are not even close to AMD/Intel value wise when it comes to MT p
257.
by qwytw 2y ago
I doubt there are more professional video editors than software developers (or people working in related areas/fields). Even if we focus on video editing the apps available on the iPad and they are crippled by having very low amounts o
258.
by qwytw 2y ago
That wasn't the question, they did improve tremendously over the last 4 because the were basically not doing anything 4 years prior to that... To be fair desktop Macs these days are just laptops without a screen so it's not that s
259.
by qwytw 2y ago
> Feels like a lot less I think quite a bit more. Meteor Lake seems to have faster ~100% multicore and ~25% single core performance and better battery life.
260.
by qwytw 2y ago
> example of "power the world innovations" included "compile Linux kernel" This is a bad faith argument. You should assume compile Linux kernel = doing any software development if you expect to have a rational discuss
261.
by qwytw 2y ago
> I cannot emphasise strongly enough how niche "compile the Linux kernel" You can replace that with compile pretty much any software in general or do any real software development on it which isn't even remotely niche...
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by qwytw 2y ago
> This same question applies to any other computing platform upgrade Hardly. Or rather to a much lesser extent, at least pro/power users benefit a lot more from performance improvements on open general purpose platforms.. since well
263.
by qwytw 2y ago
M4 still has a 10% higher Geekbench single core score than the 9950X.
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by qwytw 2y ago
> Ariane Group's main investor is the French state (61%) Isn't Ariane Group jointly owned by Airbus and Safran? Which are both publicly traded companies and France only has a ~10% stake in both?
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by qwytw 2y ago
> It’s majority owned by the French state Is that really true? I thought it was owned 50:50 by Safran and Airbus which are both publicly traded companies. ~25% of Airbus is owned by France, Germany and Spain. France owes ~11% of Safran.
266.
by qwytw 2y ago
> The interesting point here is that developers targeting the Mac can safely assume that the users will have a processor capable of significant AI/ML workloads Also that a significant proportion (majority?) of them will have just 8
267.
by qwytw 2y ago
> Richard Nixon That's a rather weird person to pick, even considering that it's probably a Futurama reference...
268.
by qwytw 2y ago
If I understand correctly it seems like this only applies to chicken/poultry sandwiches since it's supposedly a different product category.
269.
by qwytw 2y ago
Just the 24GB of memory (which is still less) is almost half the price of the Qualcomm dev kit, as long as the CPU is close enough it seems like a much better deal if you don't need MacOS (Linux support will probably be much better tha
270.
by qwytw 2y ago
But it still seems to be pretty competitive? Better specs for a significantly lower price $1,200 vs $900.

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