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Joined 3 years ago
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Cake day: June 20th, 2023

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  • Apple Vision Pro seemed doomed from the get go, but they really made it worse by not launching a cheaper headset with Air branding half a year or a year in to actually drive market share enough to make it worthwhile for developers. Could’ve given it an A series CPU since we now know it works in a laptop so why not in XR or whatever they’re calling this.

    I think Vision Pro was doomed regardless. Go back and watch the iPhone announcement, then the Vision Pro announcement. Every single person in the auditorium when Jobs is presenting the iPhone is thinking of the thousand things they can do with that device. In the Vision Pro announcement, there’s none of that energy. If they released something that left zero question as to its purpose, the price could sit at $3K and they wouldn’t be able to make them fast enough. Instead we got an Oculus that won’t support most games and costs 6 times as much.
















  • The government may not be able to bail these companies out. The scale is even bigger than the housing crisis of 2008, and trust in the current administration is basically zero. I think the most we can hope for is the LLM companies (think OpenAI and Anthropic), and the companies whose services are effectively wrappers for LLMs, and probably Oracle (with its negative cash flow and astronomical debt) all go away. Amazon, Microsoft, and Google probably survive, with some high profile bloodletting, senior executives being purged by their boards. Apple has been the least bullish on AI, so they’re probably more or less safe and the biggest change will be new OS versions that don’t refer to Apple Intelligence. Facebook is structured in such a way that Zucc can’t be removed by the board, so who knows how that plays out.

    Palantir and their ilk will likely get whatever they need to survive unless the midterms bring in a shockingly progressive group that cares about people’s privacy and removes funding for mass surveillance.