Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

Apple is reportedly about to unveil its first ever folding phone . What makes this moment genuinely bigger than just one product, though, is that it's happening right as the company just quietly changed leadership for the first time in fifteen years. John Ternus, previously Apple's hardware engineering chief,... show more

Donald J Trump Posts TruthSocial

715,384 subscribers

64,321 Aufrufe • vor 16 Stunden •via X (Twitter)

Wissenschaft & Technologie Nachrichten & Politik

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

JOHN TERNUS WAS ASKED WHERE APPLE GOES NEXT AND ANSWERED WITH A STORY ABOUT FURNITURE He takes over as CEO of Apple $AAPL today. Steve Jobs once pulled a chest of drawers from a wall and saw the carpenter had finished the hidden back as carefully as the visible front. Ternus said he thinks about it constantly. The MacBook Neo is the cheapest Mac Apple has made. Ternus said open it up and the inside is just as beautiful, and that the same holds on a MacBook Pro or an iPhone Pro Max. Apple's iPhone event is September 9. It will be his first as CEO.

JOHN TERNUS WAS ASKED WHERE APPLE GOES NEXT AND ANSWERED WITH A STORY ABOUT FURNITURE He takes over as CEO of Apple $AAPL today. Steve Jobs once pulled a chest of drawers from a wall and saw the carpenter had finished the hidden back as carefully as the visible front. Ternus said he thinks about it constantly. The MacBook Neo is the cheapest Mac Apple has made. Ternus said open it up and the inside is just as beautiful, and that the same holds on a MacBook Pro or an iPhone Pro Max. Apple's iPhone event is September 9. It will be his first as CEO.

WOLF

87,395 Aufrufe • vor 8 Tagen

John Ternus, Apple's incoming CEO, on the Steve Jobs story that shapes every product decision at Apple: Ternus recalls the moment in his own words: "I think you know one of my favorite stories... It was about Steve when he was moving a piece of furniture, a chest of drawers and pulled it away from the wall and looked at the back and was just reflecting on, you know, the carpenter had made it beautiful. It finished the back as beautifully as the rest of it, even though nobody was going to see it." For Ternus, the story is a working philosophy: "I think about that all the time because I think that perfectly exemplifies what we do here." He points to Apple's most affordable Mac as proof that this standard applies across the entire product line, not just the premium tier: "We've been talking about the MacBook Neo. I mean, here is our most affordable Mac we've ever made, and it's absolutely beautiful. And if you open it up and look inside, it's just as beautiful, right?" Ternus continues: "That's true on an iPhone Pro Max or a MacBook Pro or an iPad Pro, but it's also true on a MacBook Neo. That's what we do." The takeaway is a clear signal about the direction Apple is heading under his leadership: "It's just been really good to kind of think about that and reflect on that because that is probably the best kind of clue as to where we're going in the future is we're going to keep pushing in that same way." The lesson? Excellence isn't about what people see, it's about what you refuse to compromise on, even when no one's looking. That principle shaped Apple under Jobs and Cook, and it's the standard Ternus is committing to carry forward.

John Ternus, Apple's incoming CEO, on the Steve Jobs story that shapes every product decision at Apple: Ternus recalls the moment in his own words: "I think you know one of my favorite stories... It was about Steve when he was moving a piece of furniture, a chest of drawers and pulled it away from the wall and looked at the back and was just reflecting on, you know, the carpenter had made it beautiful. It finished the back as beautifully as the rest of it, even though nobody was going to see it." For Ternus, the story is a working philosophy: "I think about that all the time because I think that perfectly exemplifies what we do here." He points to Apple's most affordable Mac as proof that this standard applies across the entire product line, not just the premium tier: "We've been talking about the MacBook Neo. I mean, here is our most affordable Mac we've ever made, and it's absolutely beautiful. And if you open it up and look inside, it's just as beautiful, right?" Ternus continues: "That's true on an iPhone Pro Max or a MacBook Pro or an iPad Pro, but it's also true on a MacBook Neo. That's what we do." The takeaway is a clear signal about the direction Apple is heading under his leadership: "It's just been really good to kind of think about that and reflect on that because that is probably the best kind of clue as to where we're going in the future is we're going to keep pushing in that same way." The lesson? Excellence isn't about what people see, it's about what you refuse to compromise on, even when no one's looking. That principle shaped Apple under Jobs and Cook, and it's the standard Ternus is committing to carry forward.

Big Brain Business

164,871 Aufrufe • vor 4 Monaten

New Apple CEO John Ternus is expected to lead next week’s new iPhone announcement event Apple is expected to announce their “first foldable and a major pricing reset” - The new folding model is expected to start at about $2,400 - Pro models could go up by $200 or more - Apple is expected to sell 6.5 million folding models in the December quarter alone generating $14 billion in revenue $2,400 is an crazy starting price for a new iPhone… The current iPhone Pro Max starts at $1199, they are going to charge double the price for the new foldable Estimated manufacturing cost for the phone is around $760 per phone, so charging $2,400 for the base model is insane

New Apple CEO John Ternus is expected to lead next week’s new iPhone announcement event Apple is expected to announce their “first foldable and a major pricing reset” - The new folding model is expected to start at about $2,400 - Pro models could go up by $200 or more - Apple is expected to sell 6.5 million folding models in the December quarter alone generating $14 billion in revenue $2,400 is an crazy starting price for a new iPhone… The current iPhone Pro Max starts at $1199, they are going to charge double the price for the new foldable Estimated manufacturing cost for the phone is around $760 per phone, so charging $2,400 for the base model is insane

Wall Street Apes

61,886 Aufrufe • vor 4 Tagen

Bloomberg's Mark Gurman, who got the scoop on John Ternus's new gig as Apple CEO, explains why he thinks Ternus will do "a hell of a job" in his new role: "He has product sensibilities that Tim Cook simply doesn't have. He has product decision-making ability that Tim Cook certainly has, but wouldn't utilize because he himself knows that product-based decisions are not where he could have the most impact." "Just like Tim Cook really oversaw the operations part of Apple as CEO and left product development to other members of the executive team, my expectation is that John Ternus will be intimately involved with the product side of the organization as he was in his prior role to CEO. And will leave the operational side to people like Sabih Khan and Priya Balasubramaniam — the people who run the operations division at Apple." "He's going to pick his spots, and his spots are hardware and product development. There's a reason that when he chose his successor for the hardware engineering organization, he chose Tom Marieb. He's not an innovator, but he's an incredible execution guy when it comes to hardware engineering and product quality. Ternus did that because his belief is that he will still be intimately involved and still be that product visionary for Apple in this new chief executive position."

Bloomberg's Mark Gurman, who got the scoop on John Ternus's new gig as Apple CEO, explains why he thinks Ternus will do "a hell of a job" in his new role: "He has product sensibilities that Tim Cook simply doesn't have. He has product decision-making ability that Tim Cook certainly has, but wouldn't utilize because he himself knows that product-based decisions are not where he could have the most impact." "Just like Tim Cook really oversaw the operations part of Apple as CEO and left product development to other members of the executive team, my expectation is that John Ternus will be intimately involved with the product side of the organization as he was in his prior role to CEO. And will leave the operational side to people like Sabih Khan and Priya Balasubramaniam — the people who run the operations division at Apple." "He's going to pick his spots, and his spots are hardware and product development. There's a reason that when he chose his successor for the hardware engineering organization, he chose Tom Marieb. He's not an innovator, but he's an incredible execution guy when it comes to hardware engineering and product quality. Ternus did that because his belief is that he will still be intimately involved and still be that product visionary for Apple in this new chief executive position."

TBPN

22,760 Aufrufe • vor 4 Monaten

From foldable iPhones to AirPods with cameras to smart glasses, Apple has a whole lineup of major product launches planned for the coming two to three years. Mark Gurman joins Max Chafkin and Stacey Vanek Smith to unpack the latest products the company will be releasing at the start ofJohn Ternus' tenure and which product he is most excited about. Listen and watch at

From foldable iPhones to AirPods with cameras to smart glasses, Apple has a whole lineup of major product launches planned for the coming two to three years. Mark Gurman joins Max Chafkin and Stacey Vanek Smith to unpack the latest products the company will be releasing at the start ofJohn Ternus' tenure and which product he is most excited about. Listen and watch at

Bloomberg

26,540 Aufrufe • vor 5 Tagen

Apple is preparing to raise prices to cover the increasing cost of memory and storage chips Apple says this is unavoidable as AI data centers drive a higher demand for the chips ‘Industry analysts expect Apple to release its first foldable iPhone alongside other updated models in September’ I dis some research and found the current speculation for pricing increases in the top models for IPhone 18 would be an additional $200–$270+ The new foldable iPhone could likely start at $2,000–$2,500+ depending on specs I have included image of what the newest leaks of the phone could look like

Apple is preparing to raise prices to cover the increasing cost of memory and storage chips Apple says this is unavoidable as AI data centers drive a higher demand for the chips ‘Industry analysts expect Apple to release its first foldable iPhone alongside other updated models in September’ I dis some research and found the current speculation for pricing increases in the top models for IPhone 18 would be an additional $200–$270+ The new foldable iPhone could likely start at $2,000–$2,500+ depending on specs I have included image of what the newest leaks of the phone could look like

Wall Street Apes

47,064 Aufrufe • vor 2 Monaten

TODAY IS TIM COOK'S LAST DAY AS CEO OF APPLE $AAPL He said he wanted this to be the best CEO transition ever and a textbook example. John Ternus takes over tomorrow as the ninth CEO in company history. Cook said he is ready to be a first-class CEO for a first-class company. Ternus said he is lucky to have Cook as a mentor. Every Apple CEO, 1977 to now: - Michael Scott: 1977-1981 - Mike Markkula: 1981-1983 - John Sculley: 1983-1993 - Michael Spindler: 1993-1996 - Gil Amelio: 1996-1997 - Steve Jobs: 1997-2011 - Tim Cook: 2011-2026 - John Ternus: 2026-

TODAY IS TIM COOK'S LAST DAY AS CEO OF APPLE $AAPL He said he wanted this to be the best CEO transition ever and a textbook example. John Ternus takes over tomorrow as the ninth CEO in company history. Cook said he is ready to be a first-class CEO for a first-class company. Ternus said he is lucky to have Cook as a mentor. Every Apple CEO, 1977 to now: - Michael Scott: 1977-1981 - Mike Markkula: 1981-1983 - John Sculley: 1983-1993 - Michael Spindler: 1993-1996 - Gil Amelio: 1996-1997 - Steve Jobs: 1997-2011 - Tim Cook: 2011-2026 - John Ternus: 2026-

WOLF

320,073 Aufrufe • vor 9 Tagen

“all of a sudden, i pictured my mum in the garage. that was the first time, first moment, the whole year i just about started to realize what was about to happen [..] the last 18 years, all led to this one moment” the shots of his family 🥹🥹

“all of a sudden, i pictured my mum in the garage. that was the first time, first moment, the whole year i just about started to realize what was about to happen [..] the last 18 years, all led to this one moment” the shots of his family 🥹🥹

ray

27,295 Aufrufe • vor 8 Monaten

#WATCH | Sriharikota, Andhra Pradesh: Pawan Kumar Chandan, CEO and Founder of Skyroot Aerospace, says, "Today, we are here at the Spaceport of India, Sriharikota, where we are going to launch India's first private orbital rocket... The first time in India that a private company has developed an orbital rocket and taken it to the launch site and is going to take off soon. And it's a proud moment for India... very few companies in the world have actually launched a rocket to orbit, and very few companies in the world are operating regular orbital rockets. This is a very unique capability which the world needs. And as an Indian company, we are very proud that we are going to launch our first test flight of Vikram-1 soon..."

#WATCH | Sriharikota, Andhra Pradesh: Pawan Kumar Chandan, CEO and Founder of Skyroot Aerospace, says, "Today, we are here at the Spaceport of India, Sriharikota, where we are going to launch India's first private orbital rocket... The first time in India that a private company has developed an orbital rocket and taken it to the launch site and is going to take off soon. And it's a proud moment for India... very few companies in the world have actually launched a rocket to orbit, and very few companies in the world are operating regular orbital rockets. This is a very unique capability which the world needs. And as an Indian company, we are very proud that we are going to launch our first test flight of Vikram-1 soon..."

ANI

97,160 Aufrufe • vor 1 Monat

#WATCH | Sriharikota, Andhra Pradesh: On the launch of India's first privately developed orbital-class rocket, Vikram-1, by Skyroot Aerospace, Pawan Kumar Chandana, CEO and Founder of Skyroot Aerospace, says, "... This is the first time that a private company in India has built the rocket, brought the launch pad, and taken off... It is a very important moment for the global space sector... We are proud that we were able to do this. A team with an average age of just 28 years has built India's first private orbital rocket... The rocket is completely built with carbon composite..."

#WATCH | Sriharikota, Andhra Pradesh: On the launch of India's first privately developed orbital-class rocket, Vikram-1, by Skyroot Aerospace, Pawan Kumar Chandana, CEO and Founder of Skyroot Aerospace, says, "... This is the first time that a private company in India has built the rocket, brought the launch pad, and taken off... It is a very important moment for the global space sector... We are proud that we were able to do this. A team with an average age of just 28 years has built India's first private orbital rocket... The rocket is completely built with carbon composite..."

ANI

251,677 Aufrufe • vor 1 Monat

John Ternus, Apple's SVP of Hardware Engineering, explains why Apple deliberately made the iPhone harder to repair, and why the math says it was worth it: In a conversation with MKBHD, John frames the design challenge by asking you to imagine two extremes: "Sometimes for me I find it helpful to kind of think about the book ends. Like if you imagine a product that never fails, right? That just doesn't fail. And on the other end, a product that maybe isn't very reliable but is super easy to repair." His position is clear: "Product that never fails is obviously better for the customer. It's better for the environment." When pushed on whether infinite repairability and infinite durability have to be mutually exclusive, John acknowledges they aren't always, but explains why the tension is real, using the iPhone battery as an example. Batteries wear out. If you want to extend the life of the product, they need to be replaced. But in the early days of iPhone, one of the most common failures wasn't the battery, it was water: "Where you drop it in the pool or you, you know, spill your drink on it and the unit fails. And so, we've been making strides over all those years to get better and better and better in terms of minimizing those failures." That work led Apple to an IP68 rating, the point where customers fish their phones out of lakes after two weeks and find them still working. But there was a cost to achieving that level of durability: "To get the product there, you've got to design a lot of seals, adhesives, other things to make it perform that way, which makes it a little harder to do that battery repair." That's the deliberate tradeoff. Apple chose tighter seals and stronger adhesives, knowing it would make battery replacement more difficult, because the reliability gains were worth it. John argues the math backs this decision: "It's objectively better for the customer to have that reliability and it's ultimately better for the planet because the failure rates since we got to that point have just dropped. It's plummeted, right? The number of repairs that need to happen and every time you're doing a repair, you're bringing in new materials to replace whatever broke." His conclusion reframes the entire repairability debate: "You can actually do the math and figure out there's a threshold at which if I can make it this durable, then it's better to have it a little bit harder to repair because it's going to net out."

John Ternus, Apple's SVP of Hardware Engineering, explains why Apple deliberately made the iPhone harder to repair, and why the math says it was worth it: In a conversation with MKBHD, John frames the design challenge by asking you to imagine two extremes: "Sometimes for me I find it helpful to kind of think about the book ends. Like if you imagine a product that never fails, right? That just doesn't fail. And on the other end, a product that maybe isn't very reliable but is super easy to repair." His position is clear: "Product that never fails is obviously better for the customer. It's better for the environment." When pushed on whether infinite repairability and infinite durability have to be mutually exclusive, John acknowledges they aren't always, but explains why the tension is real, using the iPhone battery as an example. Batteries wear out. If you want to extend the life of the product, they need to be replaced. But in the early days of iPhone, one of the most common failures wasn't the battery, it was water: "Where you drop it in the pool or you, you know, spill your drink on it and the unit fails. And so, we've been making strides over all those years to get better and better and better in terms of minimizing those failures." That work led Apple to an IP68 rating, the point where customers fish their phones out of lakes after two weeks and find them still working. But there was a cost to achieving that level of durability: "To get the product there, you've got to design a lot of seals, adhesives, other things to make it perform that way, which makes it a little harder to do that battery repair." That's the deliberate tradeoff. Apple chose tighter seals and stronger adhesives, knowing it would make battery replacement more difficult, because the reliability gains were worth it. John argues the math backs this decision: "It's objectively better for the customer to have that reliability and it's ultimately better for the planet because the failure rates since we got to that point have just dropped. It's plummeted, right? The number of repairs that need to happen and every time you're doing a repair, you're bringing in new materials to replace whatever broke." His conclusion reframes the entire repairability debate: "You can actually do the math and figure out there's a threshold at which if I can make it this durable, then it's better to have it a little bit harder to repair because it's going to net out."

Big Brain Business

385,849 Aufrufe • vor 4 Monaten

Reporter: The Pentagon is arguing that their press policy is to protect national security, while press organizations say that this is a violation of the First Amendment. This case has gained significant importance as we are entering a war with Iran. It's more important than ever for the public to get information about what is actually happening with this war.

Reporter: The Pentagon is arguing that their press policy is to protect national security, while press organizations say that this is a violation of the First Amendment. This case has gained significant importance as we are entering a war with Iran. It's more important than ever for the public to get information about what is actually happening with this war.

FactPost

14,440 Aufrufe • vor 6 Monaten

.Mark Gurman explains why John Ternus is the "only guy" that could become the next CEO of Apple: "All signs are turning towards Ternus." "Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. You're Apple's board, you like continuity, you like an insider, you like people who know what they're doing, and who have been there for a while, they know where the bodies are buried." "At 50, he's the only one. Let's say Tim Cook hangs out for another three to five years. You're not going to appoint another CEO who's 65 or 70 years old. He's the only guy." "Apple gets the vast majority of its revenue from hardware. He's the hardware guy. Have they screwed up any hardware since he's been in charge? No. He's a steady hand who knows what he's doing. He's really the only choice." "A few months ago, he took full control of the Apple Watch engineering team that was co-run with the old COO until he retired." "When they started soft-firing the Head of AI [John Giannandrea], they took the robotic stuff away from him and gave that to Ternus. And then the real news that I broke last week is, even though on paper Tim Cook is running the Apple design teams, he's not. It's Ternus. He took that over at the end of last year."

.Mark Gurman explains why John Ternus is the "only guy" that could become the next CEO of Apple: "All signs are turning towards Ternus." "Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. You're Apple's board, you like continuity, you like an insider, you like people who know what they're doing, and who have been there for a while, they know where the bodies are buried." "At 50, he's the only one. Let's say Tim Cook hangs out for another three to five years. You're not going to appoint another CEO who's 65 or 70 years old. He's the only guy." "Apple gets the vast majority of its revenue from hardware. He's the hardware guy. Have they screwed up any hardware since he's been in charge? No. He's a steady hand who knows what he's doing. He's really the only choice." "A few months ago, he took full control of the Apple Watch engineering team that was co-run with the old COO until he retired." "When they started soft-firing the Head of AI [John Giannandrea], they took the robotic stuff away from him and gave that to Ternus. And then the real news that I broke last week is, even though on paper Tim Cook is running the Apple design teams, he's not. It's Ternus. He took that over at the end of last year."

TBPN

35,627 Aufrufe • vor 7 Monaten

🔥🇪🇺 New Video! Fun fact – the fastest-growing smartphone company ever is in Europe It's Nothing ! We went to meet their founder Carl Pei in their design studio! Nothing is different to all other phone company emulating apple. Instead of wanting to be like Apple, they want to be the next Apple. They bet on radical design, strong community, specialized products for markets (eg india), and a product culture that actually feels different. In the video: We go inside Nothing’s workshop, see how they design and build hardware, and how Carl Pei thinks about the future of smartphones in the AI era. Link to the YouTube video in the reply!

🔥🇪🇺 New Video! Fun fact – the fastest-growing smartphone company ever is in Europe It's Nothing ! We went to meet their founder Carl Pei in their design studio! Nothing is different to all other phone company emulating apple. Instead of wanting to be like Apple, they want to be the next Apple. They bet on radical design, strong community, specialized products for markets (eg india), and a product culture that actually feels different. In the video: We go inside Nothing’s workshop, see how they design and build hardware, and how Carl Pei thinks about the future of smartphones in the AI era. Link to the YouTube video in the reply!

Andreas Klinger 🦾

37,055 Aufrufe • vor 7 Monaten

September 1997. Steve Jobs stands before Apple employees and tells them he's been up until 3am finishing an ad. He's been back at the company for eight weeks. Apple lost $1 billion that year. Three months earlier, WIRED put Apple's logo on its cover, wrapped in barbed wire, with the word "Pray." He starts by saying what he's found since coming back. He couldn't figure out Apple's own product line. He spent weeks trying to understand which model was which and how they fit together. He talked to customers. They couldn't figure it out either. He cut 70% of the product roadmap. People whose projects were canceled were, in his words, "three feet off the ground with excitement" because, for the first time in years, someone told them where the company was going. Then he says something about marketing that changed how every tech company thinks about advertising. He says Nike sells a commodity. They sell shoes. But when you think of Nike, you feel something different than a shoe company. Nike never talks about their products in ads. Never tells you why their air soles are better than Reebok's. "They honor great athletes. And they honor great athletics. That's who they are." He compares it to the dairy industry spending 20 years trying to convince people milk was good for them, failing, and then running "Got Milk," which doesn't even mention the product. Focuses on its absence. He says Apple spends a fortune on advertising. "You'd never know it." Then he fires the ad agency. Not just fires them. Apple was running a competition with 23 agencies. He scrapped the whole thing and hired Chiat/Day, the agency he'd worked with a decade earlier on the 1984 Macintosh commercial that advertising professionals voted the best ad ever made. The question they asked themselves: "Our customers want to know who is Apple and what is it that we stand for?" His answer: "Apple at its core, its core value, is that we believe that people with passion can change the world for the better. And that those people who are crazy enough to think they can change the world are the ones that actually do." Then he plays the ad. In this room. To Apple employees. For the first time. "Here's to the crazy ones. The misfits. The rebels. The troublemakers." He says almost none of these people had ever appeared in an advertisement before. He personally obtained Yoko Ono's permission to use John Lennon. He says the estates and living subjects agreed because of their feelings toward Apple. "I don't think there is another company on Earth that could have done this campaign." The ad broke that Sunday during the network premiere of Toy Story on ABC. Two 60-second spots. Newspaper ads in the Wall Street Journal, New York Times, and USA Today. Billboards in major cities. Buses in five cities featuring Rosa Parks. Painted walls. The whole thing. Apple's stock was around $0.10 split-adjusted when this meeting happened. The company is worth $3.68 trillion today. Think Different ran for five years. Every product that came after, the iMac, iPod, iPhone, iPad, was built on the identity this campaign established by a guy who'd been back at the company for eight weeks and finished the ad at three in the morning. Video: Steve Jobs internal staff meeting at Apple, September 1997. This is the first time the Think Different campaign has been shown to employees. Jobs had been back at Apple for eight weeks. Footage leaked from an internal recording.

Anish Moonka

1,153,104 Aufrufe • vor 5 Monaten

🎢 WATCH RAPTERRA'S FIRST FLIGHT! The moment we've all been waiting for is here! #Rapterra has just completed its first test launch, and it's EVERYTHING we dreamed of and more! Who’s ready to conquer the skies in 2025? 🔥

🎢 WATCH RAPTERRA'S FIRST FLIGHT! The moment we've all been waiting for is here! #Rapterra has just completed its first test launch, and it's EVERYTHING we dreamed of and more! Who’s ready to conquer the skies in 2025? 🔥

Kings Dominion

135,047 Aufrufe • vor 1 Jahr

Dr. Phil is bringing one of the world's most ambitious oil exploration stories to a mainstream audience. Watch as Greenland Energy Company CEO Robert Price explains the evidence behind the company's belief that Greenland's Jameson Land Basin could contain more than 13 billion barrels of oil, with the first wells expected later this year. Full video in the comments. Worth watching.

Dr. Phil is bringing one of the world's most ambitious oil exploration stories to a mainstream audience. Watch as Greenland Energy Company CEO Robert Price explains the evidence behind the company's belief that Greenland's Jameson Land Basin could contain more than 13 billion barrels of oil, with the first wells expected later this year. Full video in the comments. Worth watching.

GateWatch

1,759,748 Aufrufe • vor 2 Monaten

UNSTOPPABLE ENERGY: Venture Global is launching our first national advertising campaign – “Unstoppable Energy”. “Venture Global is excited to unveil our very first national advertising campaign, featuring the accomplished Billy Bob Thornton as its voice,” said Venture Global CEO Mike Sabel. “The Unstoppable Energy campaign portrays the roll-up-your-sleeves tenacity and innovation that drives our company every day. We are proud to introduce the ethos and story of the Venture Global brand across the U.S. as we grow into one of the largest liquefied natural gas (LNG) exporters in the world.” Read more: Watch the first commercial spot, "Fraction", here -

Venture Global

39,235 Aufrufe • vor 5 Monaten

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Milk Road AI

37,459 Aufrufe • vor 1 Monat

Product management is becoming the new bottleneck according to Andrew Ng "I don't see product management work becoming faster at the same speed as engineering. I'm seeing this ratio shift. Just yesterday, one of my teams came to me, and for the first time, when we're planning headcount for a project, this team proposed to me not to have 1:4 PM/engineers, but to have 1:0.5 PM/engineers. I still don't know if this is a good idea, but for the first time in my life, managers are proposing having twice as many PMs as engineers. I think it's a sign of where the world is going."

Product management is becoming the new bottleneck according to Andrew Ng "I don't see product management work becoming faster at the same speed as engineering. I'm seeing this ratio shift. Just yesterday, one of my teams came to me, and for the first time, when we're planning headcount for a project, this team proposed to me not to have 1:4 PM/engineers, but to have 1:0.5 PM/engineers. I still don't know if this is a good idea, but for the first time in my life, managers are proposing having twice as many PMs as engineers. I think it's a sign of where the world is going."

Lenny Rachitsky

670,264 Aufrufe • vor 1 Jahr