apple is basically a services company pretending to be a hardware company.
Its services business runs at roughly 75% gross margin, while hardware sits around 36 to 37%. That tells you where the real money is.
in many ways, all the Apple devices exist to feed the services engine. The hardware pulls people into the ecosystem, and the services generate the profits.
the Neo is probably a bit of a loss leader. Once you factor in manufacturing tooling capex, distribution, shipping, marketing, and all the other costs, Apple is likely not making much on the device itself. But every new Neo buyer who enters the Apple ecosystem will probably spend at least $50 or more on Apple services (icloud, music, movies, apps, etc) over time. (i have several friends who are buying neo as their personal content consumption device, abandoning their current ipads)
my estimate (which is why i'm still holding aapl): Services hits roughly $275-300B by FY2035, representing about 35-40% of Apple's total revenue (up from 26% today), with gross margins staying in the 74-76% range. At that point, Services alone would generate more gross profit than the entire company does today. that is where the real payoff comes from.
"uncrewed combat aircraft"? it is basically an autonomous drone that is trained to act like a wingman. Just a natural evolution of where military drones are heading.
Hmm, isn't manufacturing the elephant in the room here. What am I missing. The HC1 is built on TSMC’s N6 process with an 815 mm² die. TSMC’s capacity is already heavily allocated to major customers such as NVIDIA, AMD, Apple, and Qualcomm.
A startup cannot easily secure large wafer volumes because foundry allocation is typically driven by long term revenue commitments. the supply side cannot scale quickly. Building new foundry capacity takes many years. TSMC’s Arizona fab has been under development since 2021 and is still not producing at scale. Samsung’s Texas fab and Intel’s Ohio project face similar long timelines. Expanding semiconductor production requires massive construction, EUV equipment from ASML, yield tuning, and specialized workforce training.
Even if demand for hardwired AI chips surged, the manufacturing ecosystem would take close to a decade to respond.
older processes would not be feasible due to hard physics constraint: die size. The weights have to physically fit on the chip. At 6nm, an 8B parameter model already takes up 815mm², which is roughly the maximum size for any process. At 28nm, that same model would require a chip roughly 20x larger in area, which is physically impossible on a single die. So older nodes work fine for very small edge-case models (think embedded AI, IoT, voice assistants), but anything resembling a capable LLM needs at least N6/N7-class density just to fit.
Talaas' best case exit scenario is to get bought out by Intel, AMD, Qualcomm or Nvidia, and even automotive chip guys like NXP (automotive/robotics offline use will likely be major area of application for this). if the Taalas HC1 Technology Demonstrator is actually working and producing the results they are publicly claiming, I'm assuming there is a steady stream of visitors from silicon valley and elsewhere at their toronto offices.
Same. Equally comfortable on Windows, Mac and Linux. But almost almost all new hardware choices for the last 25 plus years have been mostly from Apple. The old Macs don't really die, even as I replace them with faster models, so my house is slowly becoming an Apple/Mac museum, starting with a Mac 512k, Mac CI and Mac LC, and so on, right down to a trash can Mac in the mix, and then to M series Macs. All CPU generations from Apple: 6502 (Apple ][), 68000, 68040 (NeXT) PPC, ARM (Newton, iDevices), Intel and M series. Can't get myself to throw/give/sell them away.
Coming to terms with two uncomfortable truths: I'm a hoarder, and an unapologetically incorrigible Apple fanboi.
The iPhone Halo effect will bring in the first time buyers in droves. Windoze is inherently uncool among the younger Insta demographics.
Also, the Neo is the ultimate iPhone accessory, for this crowd. Who cares if the ram size is 8GB and Tahoe is a certifiable dog, that the vast majority neckbeards here are fretting about here. The Neo is not aimed at you. For Safari, Apple Mail, Photos and iApps, and ocassional Claude/ChatGPT usage, this is plenty good
Roti Telur is basically Egg Paratha. Indian migrants brought Paratha to Malaysia and Singapore, and it underwent some "localization" to suit the local palate, including being drenched in palm oil as it is cooked on the flat griddle. Sure fire way to clog your arteries, if eaten on a daily basis.
Damn. I just installed OpenClaw on my M2 Mac and hopped on a plane for our SKO in LAX. United delayed the plane departure by 2 hours (of course) and diverted the flight to Honolulu. And Claw (that's the name of my new AI agent) kept me updated on my rebooking options and new terminal/gate assignments in SFO. All through the free WhatsApp access on United. AND, it refactored all my transferred Python code, built a graph of my emails, installed MariaDB and restored a backup from another PC. And, I almost forgot, fixed my 1337x web scrapping (don't ask) cron job, by CloudFlare-proofing it. All the while sitting in a shitty airline, with shitty food and shittier seats, hurtling across the pacific ocean.
The future is both amazing and shitty.
Hope OpenClaw continues to evolve. It is indeed an amazing piece of work.
And I hope sama doesn't get his grubby greedy hands on OpenClaw.
> hopped on a plane for SKO in LAX. United delayed the plane departure by 2 hours (of course) and diverted the flight to Honolulu.
I'm assuming there's a typo here, because I can't imagine a flight from LAX to SKO at all, let alone one that goes anywhere close to Honolulu. But I can't figure out what this was supposed to be.
I asked it to check why the cron job kept failing, and it checked the cron payload and recommended reasons for the failure. I gave it the approval to go ahead and fix it. it tried different options (like trying different domains, and finally figured out the anti CF option).
the other tasks (like the MariaDB install and restore, python code refactoring) were a result of the initial requests made to Claw, like graphing my gmail email archives.
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