Row 65116

Row ID: 65116 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 65116 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

But that isn’t what big companies do. Big companies don’t engage in non-core expenditures. Especially to the tune of multi multi multi billions in an unbelievably competitive sphere. Why would they ever do that?

Yes, every big tech company could make their own operating systems. They could make their own computers. They could make their own peripherals like keyboards and mice. But why?

If you’re a company that makes widgets of type a, and your really good at it, why also make widgets of type BC and D and suck at it and spend a fortune on something you have never marketed before, and never tried to sell before?

Why doesn’t Apple stop spending money, stocking their vending machines with Coke and Pepsi and make their own soda brand? Why don’t they stop spending money on private jets and design their own private jets?

we’re not in the conglomerate era anymore. The last of the conglomerates are all splitting up into narrowly focused specialty divisions. Look at Dow and GE.

Find what you’re good at and become the best at it and blow away the competition. The news that other companies are trying to make AI is if anything, laughable. As laughable and Nvidia making smart phones and search browser engine.

They’re gonna suck at it. They’re gonna waste enormous money on talent, hardware, R&D, and manufacturing. They’re going to burn money at an astronomical rate to do something they suck at—because they have zero history of doing it.

So you can take it as a sign that Nvidia will have competition, I take it as a sign that those companies are going to waste ridiculous money on noncore expenditures that are almost certainly not going to pay off. Like apples, electric self driving car.

We will ultimately see who’s right.

FieldValue
text But that isn’t what big companies do. Big companies don’t engage in non-core expenditures. Especially to the tune of multi multi multi billions in an unbelievably competitive sphere. Why would they ever do that? Yes, every big tech company could make their own operating systems. They could make their own computers. They could make their own peripherals like keyboards and mice. But why? If you’re a company that makes widgets of type a, and your really good at it, why also make widgets of type …
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

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  "text": "But that isn’t what big companies do. Big companies don’t engage in non-core expenditures. Especially to the tune of multi multi multi billions in an unbelievably competitive sphere. Why would they ever do that?\n\nYes, every big tech company could make their own operating systems. They could make their own computers. They could make their own peripherals like keyboards and mice. But why? \n\nIf you’re a company that makes widgets of type a, and your really good at it, why also make widgets of type BC and D and suck at it and spend a fortune on something you have never marketed before, and never tried to sell before?\n\nWhy doesn’t Apple stop spending money, stocking their vending machines with Coke and Pepsi and make their own soda brand? Why don’t they stop spending money on private jets and design their own private jets?\n\nwe’re not in the conglomerate era anymore. The last of the conglomerates are all splitting up into narrowly focused specialty divisions. Look at Dow and GE. \n\nFind what you’re good at and become the best at it and blow away the competition. The news that other companies are trying to make AI is if anything, laughable. As laughable and Nvidia making smart phones and search browser engine.\n\nThey’re gonna suck at it. They’re gonna waste enormous money on talent, hardware, R&D, and manufacturing. They’re going to burn money at an astronomical rate to do something they suck at—because they have zero history of doing it.\n\nSo you can take it as a sign that Nvidia will have competition, I take it as a sign that those companies are going to waste ridiculous money on noncore expenditures that are almost certainly not going to pay off. Like apples, electric self driving car.\n\nWe will ultimately see who’s right.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
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