Every body is doing payments. So I don't see how this could boost Twitter's profits. Probably a money sink because payments is hard and extremely regulated.
Twitter should focus on creating a market place for creators to sell digital goods to their followers or a way to subscribe.
One reason Facebook's VR ambition might fail is that their entire culture has been built around social media, A/B tests, small optimizations, web, and a 2D interface.
From management to product teams.
They're now trying to create a fun 3D experience and they've utterly failed so far.
I feel as though a company like Epic or Sony or the Xbox team would be far better equipped to do so.
This is certainly true. The stagnation is what is causing low sales volume.
Every home owner in America has a 2 - 3% mortgage rate while today's rate is 7%. And they are sitting on equity gained during 0% interest era. There is no reason for sellers to sell. If they sell and buy again, they'll change their rate from 2-3% to 7%. No one is stupid enough to do that.
And buyers can't afford the massive increase in home prices during covid plus 7% mortgage rates.
So we have a stalemate. Hence, home sales keep on falling. The only group selling are institutional investors such as Blackrock or Opendoor because they need to free up cash.
1. ARM is most certainly retaliating at Qualcomm for lobbying governments to cancel the Nvidia deal.
2. Qualcomm's Nuvia is a direct threat to ARM's business. If Nuvia is much better than stock ARM cores, it will take away ARM's more lucrative business of licensing their designs. For example, Qualcomm currently uses stock ARM core designs in their top tier Snapdragon SoCs. They want to switch to Nuvia core designs to better compete with Apple and to enter the laptop/server markets.
3. ARM is making peanuts in revenue compared to Qualcomm. ARM wants a bigger piece of the pie.
I think Apple will come out with the best hardware.
Why?
1. Best mobile SoC designs by far. Not even close.
2. Hardware company at heart. Their culture is built for hardware.
3. Way more supply chain and mass manufacturing experience which means cheaper manufacturing.
4. Hardware designed for iPhone, iPad, Mac can be reused for VR/AR which means lower costs and more economy of scale. IE. M2 is used on both iPad and Macs. M2 cores are derived from A15 from iPhone 13.