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Comment China banned American companies long ago (Score 5, Insightful) 132

Gentle reminder that Google, Meta, LinkedIn and X (among others) do not operate in China at all. The CCP was so concerned about these American apps that they were banned in China long ago. Must be odd for the CCP to witness all of the handwringing about TikTok here in the United States.

Comment Suing your customers is stupid (Score 2) 16

ARM suing its single biggest customer was completely idiotic. Not only suing Qualcomm, but delivering a notice that ARM would be canceling Qualcomm's license entirely during Qualcomm's investor day event in New York. Spiteful bastards.

Now the jury smacked ARM back down and Qualcomm - along with every other major ARM licensee - will accelerate the move to RISC-V as a result. Except Apple, because they have a sweetheart deal of a license through 2040.

ARM will reap what they sowed here. Morons.

Comment Is it 2019 again? (Score 5, Interesting) 92

They've been trying to do this since acquiring Intel's modem team several years ago. That team never produced a working 5G modem, however, and the project appears to have stalled multiple times. Will Apple eventually get a 5G modem working? Sure, but it won't be equivalent to the modems that Qualcomm makes - which lead the industry in both capability (5G Advanced / 3GPP release 17, SA and NSA services, etc.) and power efficiency. If anything, Apple makes one that's relatively cheap and "good enough" for the low-end iPhone SE. It will not compare to the performance of a Qualcomm 5G modem in any way, however.

On that last note, the iPhone X featured modems that were dual-sourced from Qualcomm (Verizon and Sprint models) and Intel (AT&T and T-Mobile models). The Qualcomm modem outperformed the Intel part so dramatically that Apple artificially limited the Qualcomm modem's LTE performance so that it was equivalent to the Intel part. They intentionally gimped a world-class part because they wanted to source from both modem providers. Who cares about your customers' experience when you can save a buck, right? Tim Cook's way of thinking, at least... Hasn't changed.

Comment Re:It wasn't about the Hogan sex tape (Score 0) 113

You're painting what it means to be gay with some broad strokes there, friend. Thiel is a conservative, as plenty of gay men are. Conservative gays are not particularly vocal about it, in part because to do so would mean risking backlash from others in the gay community.

There's more than one way to be in the closet.

Comment Acquisition target (Score 1) 7

Phil will be on the board to observe and evaluate whether or not OpenAI could be a suitable acquisition target for Apple. As we all know, Apple doesn't have much going for it in the cloud AI space, so this would be hugely valuable to them and they have the cash on hand to do it - without equity, even.

This will probably accelerate Microsoft's plans to do the same thing, though Microsoft has less cash and less of a need since they do have more in-house cloud AI expertise.

In the end, this likely points to an OpenAI acquisition by Apple - which would be good for both companies and their customers. In part because Apple actually values user privacy (or at least pays lip service to it), while OpenAI does not and just wants to find a way to untangle itself from its non-profit roots. It would be win-win for both companies.

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