Yes I don't understand what he means.
On Windows you can basically tone down the security to the point you basically tell it to shut up and let you do anything you want, including shooting yourself in the foot (which is fine by me).
On macOS you have to resolved to various tricks to be able to run stuff you have decided you want to run, for whatever reason.
A bet against Nvidia is smart. A bet against Palantir is not. Palantir has become deeply integrated into the surveillance states of America, and won't be going anywhere anytime soon.
But it has an unreasonable P/E ratio. The price is simply wrong.
It doesn't matter if it's the best firm ever and will get its dividends forever. You still calculate reasonably.
People say this kind of thing about Tesla as well, and Tesla has been stuck as a slightly-smaller-than-Mercedes-Benz sized firm for years and will stay like that forever, or even shrink relative to MB.
NVIDIA has a much more reasonable P/E ratio, even though it is of course very high.
Given that the market has moved so strongly away from dividends in favour of stock buybacks and other reinvestment (i.e. the successful companies are now much more often "growth" companies rather than "value" companies), and given e.g. Buffett's wisdom about total return, I don't know that traditional rules of thumb about P/E make sense any more.
Palantir is trading at 80x revenue (NTM), whereas Nvidia is only trading at 19x revenue (NTM).
Both companies are growing revenue at a similar rate (~50% YoY), and Nvidia has a higher net margin, however Palantir's share price is up 717% over 18 months, whereas Nvidia is only up 124%.
It's hard to argue Palantir's valuation reflects its fundamentals, even if you believe Palantir will be benefit from lucrative government contracts for years to come.
Buying companies at 80x revenue has not historically been a great way to make money, unless they're growing revenue at several hundred percent per year.
Per Wikipedia, the idea that the IDF is the "most moral army in the world" comes from Colonel Richard Kemp, a retired British army officer. https://en.wikipedia.org/wiki/Purity_of_arms
It's a throwaway line Israeli officials have been using for a long time. I heard Netanyahou himself use it to describe the IDF and explain it can't possibly do wrong.
This is really cool, but also totally something you'd think existing AI agents should have zero issues with. _Especially_ if they're supposed to be for coding, I'd expect loads of documentation to be baked-in, so to speak
Smart people know to choose AMD. OEMs heavily favor Intel for the brand recognition. It's the same on the workstation side, though AMD's market share has been rising quite fast (it's apparently at a 36.5% share) so I'm unsure if system integrators will keep pushing their Intel SKUs so heavily.
So they're not cooked, but they're certainly not doing well and barring a massive jump in performance or efficiency, they're not going to be making a recovery any time soon.
Not to mention, if an employee could usually write pretty good code but maybe 30% of the time they wrote something so non-functional it had to be entirely scrapped, they'd be fired.
What's the commercial use of having this data though? Or even law enforcement use? We all have our phones on us most of the time anyways, knowing where in my house I'm at doesn't really... change anything...
There are 1000+ public research papers on machine learning + RF detection of human activity, including but not limited to breathing rate, keystrokes, body position, body motion, gestures, sleeping, biometric (identity) signals and more, https://scholar.google.com/scholar?q=device+free+wireless+se...
What's the economic value of remote collection of human behavioral signatures without consent, integrated with AI and robotics and "digital twins"? We're not there yet, but if the technology continues improving, what's the future value of "motion capture" of humans without body-worn sensors?
In theory, this will enable "Minority Report" user interfaces. 3D gestures could be combined with "AI" voice interfaces. Biometric authentication (e.g. heart rate) could replace passwords. Walk into a room and it adapts itself to your preferences. Etc.
There are lots of "cool" Jetsons sci-fi use cases, but ONLY IF the data and automation are entirely under control of the human subjects, e.g. self-hosted home server, local GPUs, local LLM, local voice recognition, etc.
I cannot do the same thing on MacOS with the same ease, and that's the issue.