bustling-noose

в прошлом годуdiscuss

And many companies like to have a portfolio of both, or an offer at least from the closest competitor. Tim at Apple for example played this game for decades to make sure he always received competitive prices for parts. They tried to pull it off with modems and it backfired badly. So they built their own. But if QC was to play really nice with companies like Apple and Samsung etc, they could actually maintain their moat. But then good management is another important requirement which is a problem here.

bustling-noose

в прошлом годуdiscuss

>though nowadays they have more competition in that area

This is what is called lack of moat. If today, every router beyond 1Gig was made by Cisco then the moat would be so wide that the internet would literally not exist without it.

The three things that any value investor values in stocks - Great management, good reinvestment of capital and a really wide moat. Cisco didnt have a wide moat. Nvidia currently does, but it may go away sooner than later as they don't really have any special sauce to their graphics cards as such. Same goes with OpenAI, or Qualcomm (Apple made a modem now) or any other tech company with an illusion of a wide moat. Tech businesses only have a wide moat until someone decides to compete seriously and that can usually be done with a lot of money in a relatively short time.

Some of the businesses like Walmart and Cosco for example have a really wide moat in the sense that their business is not something that someone with just money can beat in a few years. Look how amazon setup physical stores with money and failed. It's extremely difficult to setup that kind of business. Trust from suppliers and consumers takes decades in those kinds of businesses.

If your business is relying on a moat that someone can beat with R&D and money in a few years, then you don't really have a moat.

bustling-noose

в прошлом годуdiscuss

>We are deprecating the blocking version of the webRequest API. This required extensions to proxy all network traffic to provide filtering capabilities, which came at a performance and privacy cost. The new declarativeNetRequest API provides a safer alternative for many use cases.

This is from manifest v3 google page. Is this declarativeNetRequest API not able to provide any filtration ? Proxying traffic does affect privacy, I agree, but that also means that Google is trusting all traffic by default which is another privacy concern. So the privacy concern seems to not make sense except that in one of the two, google loses money because of ads being blocked.

bustling-noose

2 года назадdiscuss

>they were minding their own business, reading a newspaper, listening to music, staring out the window

Much better cognitively than endlessly scrolling Instagram reels YouTube shorts that are algorithms trying to keep you hooked. Sometimes I’ve seen people just open random apps and close and do nothing. It’s like a habit they are unable to let go.

bustling-noose

2 года назадdiscuss

About 9 years ago I traveled to the US from India for education. Smartphones were still not very common in India cause data was not as cheap as it is today. When I was in the bus commuting everyone’s head was buried in their phones. I thought to myself this is such a sad thing. Look outside talk to each other but the every single person had an iPhone and was doing something on the phone.

Fast forward to 2024 and every person home here in India is constantly on their phones. In the gym, in the car, at work, everywhere. Naturally kids are also getting hooked on devices.

How can you talk to someone when they aren’t even looking at you or paying attention ? Communities and real physical social interaction keep people mentally healthy. All these apps and devices are doing is keeping people away from each other instead.

Of course no one wants to admit this but people are addicted to devices and distractions. The sooner they dissociate, the better.

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