points by vkaku 3 days ago | 0 comments
They've got no hardware moat and they somehow think people will pay more money for slow software?! Hmmm ....
[–] saintfire 3 days ago
[–] Bluestein 3 days ago
Totally agree, and was more my thinking: Commitment weakening (we are seeing signs of that overall, I believe) and to some degree hardware being sufficient (baring some qualitative paradigm shift ...).-
> Lack of sustainability in hardware sales
Doesn't necessarily imply competitors will be eating market share, it can imply the market will shrink. e.g. data center commitments and AI dries up. Or, it can imply hardware development will slow or become "good enough" and slow sales of latest and greatest.