That there is no perfect defense. There is no protection. Being alive means being exposed; it’s the nature of life to be hazardous—it’s the stuff of living.

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Joined 6 months ago
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Cake day: June 9th, 2024

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  • I am surprised they shut down this initiative. I would assume it would offer more revenue and more predictability. It definitely wouldn’t work everywhere (lower income countries have longer refresh cycles and people tend to avoid subscriptions), but I could see this working in US market.

    Seems the main drivers for shutting down this program were carrier relationships (a critical piece in the US from my understanding) and regulatory concerns. I am assuming regulatory concerns would not be relevant anymore with the new US administration, so perhaps Apple thought it was too risky to disrupt carrier relationships.
















  • Turning to policy, there’s a few things I want to get into, starting with the news from yesterday. Do you have any reaction to David Sacks being Trump’s AI “czar?” I don’t know if you know him, but do you have any reaction to that?

    I do know him a little bit. Kudos to him. I think that’s a pretty good thing. It’s quite fascinating that if you go back eight years to the December ahead of Trump 1.0 as he was starting to fill out his cabinet choices and appointees, it was a bit chaotic. At the time there wasn’t a lot of representation from the tech world. This time around, whether it’s Elon [Musk], David [Sacks], Vivek [Ramaswamy] — I know Larry Ellison has also been very involved in discussions with the administration — I think it’s a good thing, to be honest with you. Having a seat at the table and having access to policy is really good.

    I wonder if Haas is being genuine or just bowing to the king. I could see Haas having a level of respect for Musk and Sacks (they are all on the same team after all), but Ramaswamy?