I’m bullish on Apple because of that. Tech waves always oscillate between mainframe/thin-client models at first, then commodity hardware catches up. Apple is well positioned to deliver that with the M series, all it takes is for the current AI bubble to pop a bit and memory costs go down.
To make parent’s point more exact: from Chen’s definition, these ER diagrams derived from SQL are the “physical” (most low-level) diagrams, you cannot recreate the “logic” or “conceptual” diagrams from it.
I guess nowadays few people care about this difference.
Don't worry, open source AI will win. There's a reason everybody is desperate to IPO fast and get an exit, their competitive advantage is not lasting long.
I don't believe it's really that, but the fact that Apple 1) is profitable 2) holds a lot of cash, and 3) has a proven capability to execute new products.
So by not attempting to enter market niches, they could be potentially leaving a lot of money on the table, while the downside of the product failing to get traction doesn't really kill them.
I guess a foldable phone that unfolds to be that large kind of competes/kills the market for iPad, so this kind of user probably expects to store the device in a bag instead of pocket, and use bluetooth / smartwatch / siri to interact hands free instead of pulling the phone out all the time.
The iPad lineup has forked into two classes that seem to be drifting in the direction of “alternative laptop” or “portable television” respectively. A big folding phone would maybe eat into that second case somewhat, but I still view it as a distinct specialization. The difference would probably be clearer if they set up iPadOS to be viable as a shared multi-user/family device instead of assuming it must have a single owner.
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