Wearables are the new computing battleground, and the player consolidating it at 80% share captures the inflection.
It's possible. If it is, it could be worth it. But yes, it's hard to underwrite at $100 million. That's a lot of money for It's not a lot of money for Meta at $1.5 trillion in market cap. It is a lot of money. $1.4. It is a lot of money. Last week's number, an $8 billion company.
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Smart glasses turn into a real consumer category and Qualcomm's Snapdragon AR silicon sits inside nearly every pair.
Then, okay. But there's growing unease with companies sticking generative AI features into any and all products and having a little AI jinn always whispering in our ear seems like a cautionary tale or a Twilight Zone episode. And yet there will be smart glasses and you and I might even choose to wear them. Their technological inevitability, a new consumer tech arms race for the last and best real estate on our bodies.
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$4,000 gaming GPUs are a memory-cost symptom; the DRAM shortage keeps memory makers' prices and margins climbing.
A lot of people, you know, like the idea of having a truck but only use the truck bed, you know, twice a year, something like that. So like you said, competitive, but, uh, I'm excited for it.
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Snap's $100M Robert Downey Jr deal won't move the needle vs Meta's Kylie campaign; product can't drive sales
Snap is working on a deal with Robert Downey Jr. to spend $100 million potentially for a partnership there. Which is deeply confusing.
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Apple price hikes hand a value opening to rivals; market cap down $210B on memory shortage
we live in a competitive market, and this is an opportunity for other companies because if Apple's raising prices, that's a better value prop for a Chromebook or someone else who figures out how to optimize memory and not have a price hike.
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OpenAI's first in-house AI chip is co-designed with Broadcom, adding the biggest AI lab to Broadcom's custom-silicon roster alongside Google and Meta. As frontier labs race to build their own accelerators and cut their Nvidia bill, Broadcom is the default ASIC partner — each new marquee customer compounds its custom-AI-silicon franchise.
the chip Jalapeño launched, designed with Broadcom.
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