paraphrand

Front boot or back boot?

ICOs are the same.

Someone should ask him about “Canada Warming”. It might confuse him into talking about it.

Mitch is missing out.

Brendan Carr is a dummy.

Interesting. I didn’t consider it might be a cover story. But that lines up with how Sam Altman does things.

I see. Yeah, I think the problem is that they can’t insulate themselves from the overall production timeline constraints. Because even if their chips are unique, they don’t have their own private production lines. They only get a share of available production capacity.

And as I understand it. Buying out a memory production facility is something they are not interested in. They don’t want to be in that part of the supply chain. And getting in now, only for memory supply chain constraints to go back to “normal” in 2 years isn’t a strategy they want to take.

Apple would rather have a diverse supply chain, and have the ability to pit different vendors against each other.

Some of this is similar to why just building a new facility isn’t a solution in the near term either. Because by the time it’s online, the situation is likely to have passed. And then you are back in a commodity market that’s historically difficult to compete in.

Yes, you are missing something. You are assuming they get their memory from a different supplier than the rest of the industry.

For some reason lots of people assume this.