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Mon. 11/04 – Apple Buying And Investing In Things

4 snips
Nov 4, 2024
Apple is making big moves by investing in satellite technology and acquiring Pixelmator. There are questions surrounding the future of the Vision Pro headset amid production delays. Meanwhile, Google Cloud is speeding ahead of AWS, highlighting a competitive cloud landscape. Innovative startups like CoreWeave are financing impressive growth, but rely heavily on NVIDIA’s GPUs, raising concerns in the NeoCloud sector. Plus, Apple's latest chip advancements promise remarkable performance, sparking excitement in the tech community.
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INSIGHT

Apple's Satellite Ambitions

  • Apple is investing heavily in satellite technology, expanding iPhone satellite features.
  • Their long-term strategy remains unclear, raising questions about potential standalone satellite services.
INSIGHT

Pixelmator Acquisition and Apple's Software Strategy

  • Apple's acquisition of Pixelmator suggests a potential move towards subscription-based photo editing software.
  • This could create a tiered system with Photos and a "Photos Pro," similar to their video and music editing apps.
INSIGHT

Vision Pro Strategy Shift

  • Apple has delayed the cheaper Vision Pro headset beyond 2027, focusing on the higher-end model.
  • This decision stems from the belief that simply lowering the price won't drive adoption without compelling use cases.
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