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me too, but I guess they feel they cannot afford any missteps.

I still enjoy Marc Benioff presentations. He's very engaging to watch, though not nearly as good as Jobs in terms of storytelling. I feel Jobs honed the craft more though.



I'm guessing investors understand that there's high probability of the numbers being 'optimistic'.


so, it looks like all the AI features run locally (via DaVinci AI Neural Engine)?


Makes sense, as Netflix grade 12k RAW broadcast quality video already takes up a lot of storage space. It would be ridiculous to Ape that into a cloud SaaS. =3


your friend should make a blog post about that. People like that should be exposed.


Not much to expose. Go to any top department in the US, and there will be a handful of them. It's not exactly a secret.


People like what? Bosses whose methods you disagree with?


It could just be me, but the usecases they're trying to solve for always seem... out of touch from reality.

Either they live in their own bubbles where their lives revolve around constant shopping, traveling, throwing parties, and doing creative work...

Or they're not bothering to do basic observational research around how normal people live.


You mean the average person's problems aren't solved by a custom widget to track their flight to Iceland?

The irony is that most of these things would be better solved by a bot you can text. Create a thread for a trip or whatever, have it text you when flights are delayed or cancelled, reminders, let you ask it question, etc. So just...a chatbot.


"Gemini, design a widget to tell me if I can afford to stop for coffee before work"


"Gemini, design a widget to tell me if I can afford to eat this week"


The music video is great too... the slow build up of the song towards the 3:10 minute mark, with him running towards you. Love it. So thankful I was old enough to be around to watch it on MTV.


Sometimes I sing under lights that are purple. Sometimes I'm shirtless and I tilt my head.


love that distinction.


current 3/4 series had near perfect interior until 2023 interior update.


Which is the one in the M8, except the temperature aren't dials but up/down buttons.


Yup. You can actually buy several European airlines with that kind of money.

For example, you can buy KLM Air france for less than $3B.

It is a profitable business that does $30B in sales and $1B in profit. (and has been profitable since for the past 4-5 years)



Airlines are down there amongst cinema chains and video game retail stores in terms of being terrible businesses


Want to know the easiest way to become a millionaire?

First, become a billionaire. Then, start an airline.


"$30B in sales and $1B in profit."

This margin seems terrible.


4% seems reasonable, it's pretty much standard across the board in Europe (median sits around 6% if I recall correctly), not many companies can pull 10% profit. For example in Spain, major conglomerates like INDITEX have a 11%, Iberdrola has a 10%. We also don't use the same metrics and parameters as the US for profit, so the values are skewed.

That said, certain sectors like software (as in custom enterprise grade software dev) pull revenues that are much much higher sitting around 35%, but it's not that common.


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