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Joined 1 year ago
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Cake day: July 2nd, 2023

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  • This will definitely cause pause amongst the non-cost sunk companies. They will be wondering what Apple knows.

    IMO this signals the lack of clear ROI versus maintenance costs. Silicone Valley is used to funding huge projects like Amazon which took years to choke out the competition and make money. But AI is a new market which is more interesting to investors than people who didn’t want it in their mouse.
















  • Production out pacing demand is a bad sign. Tesla has burned through all the early adopters (who are generally more forgiving) and they way more competition. They need to go after the early majority population.

    Also, Elon is no longer charming. Like it or not it matters. No one can name a CEO of another car company so there less a 1:1 correlation between Elon alienating people and a brand.

    And regarding the “hardly disastrous” metric, it only matters versus your competition because is measures relative performance to what was available. Taken on its own is meaningless.