Apple -- Re-Posting -- February 15, 2024

Locator: 46823APPLE.

Anticipating M3 and March, 2024. 

Updates: link here.

Chips, semiconductor: link here.

• Home page for tech: link here.
• The cloud: link here.  
• Streaming: link here. Streaming wars.
• Spatial computing: link here.
• Generative AI: link here. 
• Apple Silicon: link here.

Tech: CPUs, GPUS, cores, threads and all that jazz --

• part one: link here.
• part two: link here.
• part three: link here.
• part four: part four.

Apple Silicon: link here.

M3: 

• wiki has added the M3 family of chips to their "transistor count" page;
• comparing M3 with M2; 
• financial disruptor;

Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:

• $1 trillion: hardware with integrated software, e.g., watches, iPhones, laptops, desktops, Vision Pro.
  
• $1 trillion: services, e.g., cloud services; TV+; music; Siri; medical (oxygen monitor); apps; browser, maps.
  
• $1 trillion: Apple Silicon, the chip division.