Dar Adal

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Dar Adal

@umfrumf

pardon me for having a personal style. parody. occasional caveman. master of irony. it’s a joke. spiritual guru. [email protected]

Minnie's Haberdashery เข้าร่วม Aralık 2013
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Dar Adal
Dar Adal@umfrumf·
“You cannot live life in fear or you’ll forsake the best part of it”
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Dar Adal
Dar Adal@umfrumf·
Forth Estate is a net positive institution
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Abena The Activist
Abena The Activist@VolkswagenGhana·
I've found the last good man on this planet. As for the rest of you? Hmm. Idk what you'll do because me I'm not sharing him.
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Kwabena Boat 🇬🇭
Kwabena Boat 🇬🇭@kwabenaboatman·
If you’ll be an SUV, be an SUV. I dey hate crossovers pass.
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McNasty
McNasty@McNasty·
i wonder if ive ever bought milk from the same cow twice
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Dar Adal
Dar Adal@umfrumf·
@_therealmandem they’ve the best hardware in the game and all I hear is people talking about them lacking. I hate Mac’s and I own multiple for the hardware.
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jerrY.
jerrY.@_therealmandem·
@umfrumf The stability and success he brought has made people think they barely innovated under him. Meanwhile he’s done very well especially with Hardware.
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Dar Adal
Dar Adal@umfrumf·
the kinda things you people say. what do you mean by bring back hardware first mentality at apple? where do you think cook came from? the company that already has the best hardware in the game?
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Ray Mond
Ray Mond@AmberRayz·
Breaking up with her in the library so she won't raise her voice>>>>>
Ray Mond tweet media
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Dar Adal
Dar Adal@umfrumf·
@FdGiocondo Why I think they’re all setup but that’s me overestimating human beings
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Dar Adal รีทวีตแล้ว
bubble boi
bubble boi@bubbleboi·
Tim Cook is one of the greatest CEOs of all time and the cope from the haters this cycle has been frankly a sight to behold. When he took over Apple in 2011, it was a $350B consumer hardware company that was selling the iPhone 4 lol. Now it’s a $4T+ free cash flow machine where Services alone is a $100B+ ARR business & AirPods is a bigger standalone business than most Fortune 500 companies. Going from a Phone OEM to a company with monster recurring revenue without breaking the core product is not easy to pull off. Now people will see this master stroke and then be like oh but they are falling behind in the AI race. The problem with that line of thinking is that people think "AI strategy" means setting $100B on fire to rent H100s and become a low-margin neocloud. They want Apple to just blow all of their money instead of building a real differentiated product. Apple probably looked at the inference market early on and correctly decided not to play a game where the winner gets 20% gross margins and a terrible balance sheet and let everybody else fight it out. Nvidia did the same thing. Neoclouds look more like industrials why the fuck would you destroy your 75% margins for that? The actual Apple AI strategy is a lot more smarter than haters give credit to. They own the silicon, own the OS, and can run inference on the device better than anyone. M5 ships with neural accelerators in every GPU core, 153 GB/s unified memory bandwidth and if you believe flash has room to run… much more. Your data never leaves the phone, your AI never goes down because AWS had a bad day, and you don't get billed by the token. No competitor has the silicon plus OS plus distribution to replicate that and I truly believe on device inference for trillion parameter models is coming in next 5 years. The fact that Ternus is succeeding Tim Cook is very bullish for that. They didn't pick a finance guy or a services guy. They picked the head of hardware engineering because the board knows this is the future for Apple. The people dunking on Cook have never built a free cash flow business in their lives. You actually need to be successful first to understand why a business needs to defend a margin profile, allocate capex against a portfolio, or make a decision that looks slow now but obvious for 10 years. You can't expect the junior varsity players to understand the decisions a pro would make.
zerohedge@zerohedge

Under Cook, Apple's market cap grew from $350 billion to $4 trillion, more than 1,000% increase; meanwhile revenue quadrupled, from $108 billion in 2011 to $416 billion in 2025. That's some serious Price/Sales expansion

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Dar Adal
Dar Adal@umfrumf·
you people talk ooo. eeeiii
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