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VOICE ARCHIVE

James Wang

@jwangark
16 posts
2020-12-09
Why is Apple working on self driving cars? Apple cannot match Tesla in manufacturing or Google in AI. This is a dead end. https://www.bloomberg.com/...
2020-12-09 View on X
Bloomberg

Sources: as Bob Mansfield retires, Apple puts AI chief John Giannandrea in charge of self-driving car project Titan; Doug Field runs the project day to day

Mark Gurman / Bloomberg :

2020-11-19
Good move Apple. I would have made it 5%. But that's why I'm not CEO. https://twitter.com/...
2020-11-19 View on X
The Verge

Apple will reduce its App Store cut to 15% from any developer who earns less than $1M in revenue per year from all their apps, starting January 1

but there's a catch Firstpost Tech : Apple to cut App Store commission from 30 to 15 percent for developers with up to $1 million annual revenue Stephen Warwick / iMore : Fury as T...

2020-11-12
Under appreciated: Apple's M1 chip makes the MacBook the first PC SoC with a dedicated AI accelerator. At 11 trillion op/s, the M1 has ~2x performance of the DLA in Nvidia's Xavier SoC. Intel could offer nothing like this. This is the power of vertical integration. https://twitter.com/...
2020-11-12 View on X
Apple

Apple says its new M1-equipped Mac mini, MacBook Air, and MacBook Pro are available to order today, arriving as early as next week

A new MacBook Air, 13-inch MacBook Pro, and Mac mini powered by M1, Apple's breakthrough chip for the Mac  —  Cupertino, California — On a momentous day for the Mac …

Under appreciated: Apple's M1 chip makes the MacBook the first PC SoC with a dedicated AI accelerator. At 11 trillion op/s, the M1 has ~2x performance of the DLA in Nvidia's Xavier SoC. Intel could offer nothing like this. This is the power of vertical integration. https://twitter.com/...
2020-11-12 View on X
AnandTech

Analysis of Apple's A14 chip shows an increase in single-thread performance of nearly 3x in 5 years, suggesting M1 will be a formidable rival to x86 incumbents

Andrei Frumusanu / AnandTech :

2020-11-11
1/ Apple's upcoming ARM MacBooks isn't just going to save them some money and run a bit faster. It marks the beginning of the end of the x86 era and Intel's four decade empire. Thread⬇️
2020-11-11 View on X
Apple

Apple says its new M1-equipped Mac mini, MacBook Air, and MacBook Pro are available to order today, arriving as early as next week

A new MacBook Air, 13-inch MacBook Pro, and Mac mini powered by M1, Apple's breakthrough chip for the Mac  —  Cupertino, California — On a momentous day for the Mac …

Apple's M1 chip is textbook bottom-up disruption. M1 should be ~30% faster than A14. https://www.anandtech.com/... https://twitter.com/...
2020-11-11 View on X
Apple

Apple says its new M1-equipped Mac mini, MacBook Air, and MacBook Pro are available to order today, arriving as early as next week

A new MacBook Air, 13-inch MacBook Pro, and Mac mini powered by M1, Apple's breakthrough chip for the Mac  —  Cupertino, California — On a momentous day for the Mac …

2020-09-09
So Berkshire has gone from not willing to pay >10x earnings to paying >30x sales. Cool. https://www.google.com/...
2020-09-09 View on X
TechCrunch

Filing: ahead of Snowflake's IPO, Salesforce and Berkshire Hathaway both commit to buy $250M worth of Snowflake stock; IPO range to value it at ~$21B-$23.7B

Appeal of the cloud data storage platform lies not only in its triple-digit sales growth Jessica Bursztynsky / CNBC : Snowflake IPO gets vote of confidence as Berkshire, Salesforce...

In case you're wondering why Epic Games is being so boneheaded and borderline delusional in taking on Apple—the world's most valuable company—it's because in Tim Sweeney's mind, he's building a company that's going to be far more valuable than Apple. https://twitter.com/...
2020-09-09 View on X
CNBC

Apple sues Epic Games for breach of contract and seeks damages, says Epic poses “as a modern corporate Robin Hood” but just wants App Store's benefits for free

- Apple on Tuesday filed counterclaims and responses in its legal battle with Fortnite creator Epic Games …

2020-05-15
1. Moore's Law lives! Nvidia's new 54 billion transistor GPU continues the march of Moore's Law, tho costs are no longer staying constant. 2. In 2020, the world's #1 chip is from a ‘gaming’ company and #2 chip is from a ‘web retailer’. How the leaderboard has changed.. https://twitter.com/...
2020-05-15 View on X
VentureBeat

Nvidia unveils its A100 AI chip with 54B transistors and 5 petaflops of performance, about 20 times more than the previous-generation Volta

Dean Takahashi / VentureBeat :

1. Moore's Law lives! Nvidia's new 54 billion transistor GPU continues the march of Moore's Law, tho costs are no longer staying constant. 2. In 2020, the world's #1 chip is from a ‘gaming’ company and #2 chip is from a ‘web retailer’. How the leaderboard has changed.. https://twitter.com/...
2020-05-15 View on X
VentureBeat

Nvidia launches Clara Guardian, an edge AI system that uses sensors for contactless patient monitoring to limit infectious disease spread, in 50 hospitals

Nvidia today announced the launch of Clara Guardian, a smart hospital edge AI system that uses sensors to limit the spread …

2020-04-23
Move fast and patch things https://twitter.com/...
2020-04-23 View on X
Bloomberg

Zoom CEO says it hit more than 300M DAUs on April 21, up from about 200M on April 1

Zoom Video Communications Inc. has been lambasted for its security flaws, but the backlash hasn't slowed growth.  The company reported a 50% surge in use of the online meeting appl...

Move fast and patch things https://twitter.com/...
2020-04-23 View on X
The Verge

Zoom rolls out its 5.0 update, focused exclusively on security and privacy features, including easier call management and upgrading encryption

But You Can Protect Yourself Tweets: Dare Obasanjo / @carnage4life : 300 million people used Zoom on Tuesday. In December, their daily active users averaged 10 million. Scaling a r...

2020-04-22
Move fast and patch things https://twitter.com/...
2020-04-22 View on X
The Verge

Zoom rolls out its 5.0 update, focused exclusively on security and privacy features, including easier call management and upgrading encryption

Zoom is moving quickly to address complaints  —  Zoom promised a 90-day feature freeze to fix privacy and security issues, and the company is delivering on some of those promises.

2020-03-10
Wild that people are liquidating SaaS names today. Among all things, cloud software is what you need to work remotely, away from people, and requiring no supply chain. https://twitter.com/...
2020-03-10 View on X
CNBC

Nasdaq closes down 7.29% and S&P 500 down 7.6% extending last week's selloff, with Apple plunging 7.9%, Microsoft 6.8%, Facebook 6.4%, and Amazon 5.3%

Ari Levy / CNBC :

2019-11-06
1. AI eats package sorting - of course it would. 2. On prem computing is not going away, esp for industries where data is at the edge. 3. Nvidia is so far ahead of the competition now. This win is only possible thru combined hw+sw+vendor support. https://www.crn.com/...
2019-11-06 View on X
CRN

USPS announces it will use Nvidia GPU servers from HPE from spring 2020, aims to use the AI tech to accelerate package data processing by up to 10x

Dylan Martin / CRN :

2019-09-24
Antitrust? What antitrust? https://www.bloomberg.com/...
2019-09-24 View on X
Bloomberg

Facebook buys CTRL-Labs, which makes a bracelet that measures neuron activity to detect movements the user is thinking about; sources: size of deal is $500M-$1B

- CTRL-Labs is said to fetch $500 million to $1 billion  — Facebook may one day pair the technology with AR or VR glasses