Many people may not remember the "tablet revolution" of this period. Tons of consultants all raced to own and carry these things. They ran windows and worked fine but it just wasn't their time.
Readit Newscandyman commented on Old Telepad Brought Back Memories ebay.com/itm/127221016111... · Posted by u/candyman
Google is probably the most undervalued tech company there is currently, by far:
1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.)
2.) Has cutting edge in house AI hardware acceleration (Like Nvidia)
3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure)
4.) Has industry leading self driving taxis (Like Tesla wants)
5.) Has all the other stuff that Google does. (Like insert most tech companies)
The big thing that Google lacks is excitement and hype (Look at the comments for all their development showcases). They've lost their veneer, for totally understandable reasons, but that veneer is just dusty, the fundamentals of it are still top notch. They are still poised to dominate in what the current forecasted future looks like. The things that are tripping Google up are relatively easy fixes compared to something like a true tech disadvantage.
I'm not trying to shill despite how shill like this post objectively is. It's just an observation that Google has all the right players and really just needs better coaching. Something that isn't too difficult fix, and something shareholders will get eventually.
First of all if you are going to talk about valuation then that should be included here. And Google has always been terrible at developing and managing products. The list is too long to begin writing down. One funny example is the Pixel. I had a meeting with a slew of Google managers regarding mobile strategy (maps, reservations) and every single one of them had an iPhone. I doubt any of them ever even tried a Pixel. Same with the dozens (hundreds?) of software products that have died off or languished over the past 20 years.
candyman commented on The Back of the Envelope (1984) [pdf] seltzer.com/margo/teachin... · Posted by u/tjalfi
bentley is always worth reading
it's interesting to reflect that the 'supercomputer' he cites is a hundred megaflops, about the same as a pentium pro in theory (though the super didn't have a cache to slow it down, so it was typically faster by over an order of magnitude.) i was using a pentium pro at the office when i first read this article. now my cellphone can manage tens of gigaflops if not hundreds
the bob martin mentioned is http://www.ewaygroup.com/Bob-bio.html, not the better-known ignorant blowhard
Bentley was a bit of a blow hard which really stood out in CS circles. He was around CMU at times when I was there as a student.
candyman commented on EVs Are Selling Well for Everyone Except Tesla jalopnik.com/evs-are-sell... · Posted by u/consumer451
I am in the market for a new vehicle and am strongly considering purchasing an EV. Tesla’s lineup seems stale to me. The Model 3 is relatively modern. However, the Model Y is due for a refresh but project Juniper has been delayed. The Model X, and S are also stale. Competition offers fresh models with more better build quality and design. Tesla seems to be falling behind.
It reminds me of how Ford started and owned the market, then GM became dominant by offering different colors, models, and styles that would appeal to the market segment that wanted a car but not the model T.
Other companies like BMW are doing very well with electric models because they are focused on delivering the same "BMW experience" in electric models.
As far as I can tell the 3 and the Y are decent vehicles but no longer illicit the kind of emotion that excites a purchase. I don't get the cybertruck at all in terms of product/market fit. Seems like an "Edsel moment" to me.
candyman commented on Raspberry Pi Ltd is considering an IPO londonstockexchange.com/n... · Posted by u/sohkamyung
The ESP32 is not the real threat. The real threat are new integrated chips from small Chinese companies that are coming down the pipeline - like the SG2002. They run RISC-V, have integrated RAM and run Linux.
They greatly simplify the whole SBC and effectively bridging the gap between RPis and Arduino - in cost and easy of use
It's not a full desktop experience, but they're running full Ubuntu - so you code on your laptop and it'll run on the thing - run whatever language you want and blink lights, shoot out emails or do whatever other hobby projects you want using your desktop dev environment. No fiddling with icky micro Arduino/ESP32 libs.
RPi have shown themselves to be a Broadcom shop - so their product direction is dictated by Broadcom's chip offerings
Example: LicheeRV Nano
https://www.cnx-software.com/2024/02/08/licheerv-nano-low-co...
I think this hits the nail on the head, especially longer term. It's hard to compete with this level of low-cost production with steadily improving specs. Raspberry Pi seems caught in the middle with getting more powerful and expensive in a market that wants either very powerful/expensive or good enough/supercheap. Even a pretty full "desktop" mini computer R7/32MB etc is down to $300 and change. If RAPI files for an IPO I'll be keen to see what kind of margins they are generating.
candyman commented on Raspberry Pi Ltd is considering an IPO londonstockexchange.com/n... · Posted by u/sohkamyung
I can't think of a SPAC, regardless of nationality, that actually succeeded other than Cellebrite. SPACs in their current usage are basically vehicles to circumvent securities fraud and generate wild amounts of money based on hyperbolic slide-decks via PIPE and NAV offerings pre-DA - the amount of EV and Quadcopter plays that were obvious vaporware getting traction in 2020-2022 was insanity.
Off the top of my head out about DraftKings $DKNG and Vertiv Holdings $VRT. Huge successes there.
True that the majority have been major disappointments but you can find some good ones.
Chamath Palihapitiya and Adam Neumann are up to their old tricks with a new spin! Happy AFD.