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– Looking at their balance sheet, their dry powder will deplete. So new acquisitions will likely come with equity. Win-win for acquiree and shareholders. – Organic innovation still seems unaddressed, as with the buyback they might not be able to take moon shots

– Looking at their balance sheet, their dry powder will deplete. So new acquisitions will likely come with equity. Win-win for acquiree and shareholders.
– Organic innovation still seems unaddressed, as with the buyback they might not be able to take moon shots

— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024

– With the democratization of open-source foundational models, monetization will likely come from their utilization, which Apple will enable with their devices’ ecosystem.

– With the democratization of open-source foundational models, monetization will likely come from their utilization, which Apple will enable with their devices’ ecosystem.

— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024

– Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia – GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI

– Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia
– GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI

— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024

So difficult to make sense of Apple’s $110 Billion Stock Buyback Plan. Their moat in devices, silicon-to-retail, is undisputed and the GenAI froth will subside, but the innovation element is still missing, Vision pro bleh https://t.co/uKixMt1x4O

So difficult to make sense of Apple’s $110 Billion Stock Buyback Plan. Their moat in devices, silicon-to-retail, is undisputed and the GenAI froth will subside, but the innovation element is still missing, Vision pro bleh https://t.co/uKixMt1x4O

— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024

Stripe, doubling down on embedded finance, de-couples payments from the rest of its stack. Getting lean before IPO and riding the embedded finance wave https://t.co/VYiUGzPO2H

On April 25, 2024

Stripe, doubling down on embedded finance, de-couples payments from the rest of its stack. Getting lean before IPO and riding the embedded finance wave https://t.co/VYiUGzPO2H

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 24, 2024

RT @mikulaja: 🚨 BREAKING: Synapse to sell assets for just $9.7 million, Evolve will cover any shortfalls in end-user funds, bankruptcy fili…

On April 24, 2024

RT @mikulaja: 🚨 BREAKING: Synapse to sell assets for just $9.7 million, Evolve will cover any shortfalls in end-user funds, bankruptcy fili…

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 24, 2024

RT @sanitarypanels: Don’t vote NOTA #LokSabaElection2024 https://t.co/9goD7kwFlw

On April 19, 2024

RT @sanitarypanels: Don’t vote NOTA

#LokSabaElection2024 https://t.co/9goD7kwFlw

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 19, 2024

Always value people who bet on you very early – offering pro-rata is the least you can do, especially when one is building a business not for VC treadmills https://t.co/tGsnTwNXQq

On April 18, 2024

Always value people who bet on you very early – offering pro-rata is the least you can do, especially when one is building a business not for VC treadmills https://t.co/tGsnTwNXQq

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 18, 2024

The earlier – Always value people who bet on you very early – offering pro-rata is the least you can do, especially when one is building a business not for VC treadmills https://t.co/tGsnTwNXQq

On April 18, 2024

The earlier – Always value people who bet on you very early – offering pro-rata is the least you can do, especially when one is building a business not for VC treadmills https://t.co/tGsnTwNXQq

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 18, 2024

If you do a ton of screen sharing on calls and want to avoid displaying ‘recent folders/files’ here is the fix: System Settings > Siri & Spotlight > Spotlight privacy > Click the + button and add the folder(s) manually you want to exclude

On April 13, 2024

If you do a ton of screen sharing on calls and want to avoid displaying ‘recent folders/files’ here is the fix: System Settings > Siri & Spotlight > Spotlight privacy > Click the + button and add the folder(s) manually you want to exclude

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 13, 2024