Stock price is really just a present value of future expected earnings. Buying Coke for $100 is because you think the earnings of that share in the future is worth $100. So yes, if the company makes an announcement that it isn’t as profitable, the price will go down, because buyers won’t want to pay the same for an asset that is returns less than it was expedited to.

Yes, there are complications. Shorts, futures, non dividend yielding shares, and more make it more muddied. At the end of it though, the future expected earnings are what is being bought and sold.

The current model has it’s problems, but I really think this is the start of a new major product line for Apple. This isn’t going to be relegated to only the rich forever. There are a few problems to over come. It needs to be lighter, it needs to be cheaper, and it needs better battery life. All of those should be somewhat resolved in the next 10 years. When it does, I think the market will explode.

The big selling point? TV. I know over the last few years I have kind of fought with my mom because she is hurting her viewing experience for the sake of aesthetics. The TV is mounted, but has a cabinet in front of it. It is loaded with tons of seasonal decorations. The reason? She can’t stand the site of a cord. So instead, she has figures tall enough to cover part of the screen blocking the view of the TV, all so the cords can be hidden behind the figures. So yes, she loses part of the viewing area, and the remote doesn’t work unless you get up and go to the side of the TV so the IR sensor isn’t blocked, but it LOOKS better!!

The thing is, she isn’t alone. I bought a TV last year. During the time researching it, I would see similar opinions to my mom’s. Peopel would post pictures of their TV setup, asking if the size was OK, or if it should be higher, and the responses would be similar, telling the person to run cables through the wall, or get smaller stands or other complaints. It made me realize that many people care about those kind of things, and it will drive their purchase decisions.

All the Apple Vision Pro has to do is show them that you can have a TV, with no bezel, make it any size and position you want, you get rid of glare from the sun, and it has no visible cables. That alone is enough for people to want to buy it. It isn’t there today, but it will get there in the somewhat near future.

If you count those investor mentions, then sure, the Switch was announced quite a long time before. In my mind, those were so vague, that calling it an announcement was a stretch.

I guess in my mind, I look at the fact that nearly every tech and media company has been moving toward announcing products closer and closer to the release. You go all in on a big marketing plan, rather than a drawn out one for over a year. I am expecting a similar schedule for Nintendo with this new system.

Of course, Nintendo is still so successful with the Switch as is, I can see them feeling significant freedom in making an announcement whenever they want. As you mentioned, there aren’t antsy investors to please right now.

Historically, Nintendo has announced things with that kind of lead time, but as of late, Nintendo has kept announcements much closer to the launch date. The Switch from announcement to launch ( Oct 20-March 3) is 134 days. Today, January 11th, we are 137 days away from Memorial Day (May 27), which is the unofficial start to Summer. The real start, June 21st, is a month after that.

My point is, things are way more open. Nintendo can announce and release the thing very quickly if they want to, and I find that much more likely than the drawn out reveals over 18 months that the Wii and Wii U got.

I still buy music on iTunes. I prefer having my collection available on CD, but if I only want a single track or two, I just go to iTunes and buy the songs. This year, I think I bought 4 songs. It isn’t ton, but it is still in my mind.

I would love a portable that fits in my pocket again. I know people argue the Switch is pocketable, but it comes with a bunch of compromises. Sure it can fit in a pocket, but it isn’t comfortable. Plus the screen is exposed makes me hesitant to put it in there (Give us GameBoy Micro style faceplates, and I’m fine with the exposed screen). The worst part though is the vents on the system. Those are begging to eat lint up. A potential Switch Micro would need to address all of these. It might need a significantly more power efficient chip, which would reduce batter size constraints, and allow it to run cooler, removing the need for a fan and vents.

Correct me if I am wrong with current teaching methods, but I feel like the way you outlined things is how school is taught. Calculators were “banned” until about 6th grade, because we were learning the rules of math. Sure, we could give calculators to 3rd graders, but they will learn that 2 + 2 = 4 because the calculator said so, and not because they worked it out. Calculators were allowed once you get into geometry and algebra, where the actual calculation is merely a mechanism for the logical thinking you are learning. Finding the answer to 5/7 is so trivially important to finding that that value for X is what makes Y = 0.

I am not close to the education sector, but I imagine LLM are going to be used similarly, we just don’t have the best way laid out yet. I can totally see a scenario, where in 2030, students have to write and edit their own papers until they reach grade 6 or so. Then, rather than writing a paper which tests all your language arts skills, you will proof-read 3 different papers written by LMM, with a hyper focus on one skill set. One week, it may be active vs passive voice, or using gerunds correctly. Just like with math and the calculator, you will move beyond learning the mechanics of reading and writing, and focus on composing thoughts in a clear manner. This doesn’t seem like a reach, we just don’t have curriculum ready to take advantage of it yet.

Games like this are so sad to me. A developer has funding from Nintendo, and makes a series that fans like. After a decade, the partnership ends. The developer continues to make the next game, but without the proper funding, the game looks like a step down. The developer can’t even use the same name, so the game feels very uncanny valley.

I don’t see this one doing well, and it may end up being the last in the “series”

What do you want in Mario Kart 9? Is it just a new title, or is there something mechanically that you want iterated on?

Just to make clear, it is $20 a year. If you get a family plan, it is $35 a year for up to 8 accounts. Even if you get 3 other people, you are looking at $9 a year. Yes, free would be better, but it is far from a scam as others have been saying.

I have seen a few of your arguments, and it sounds like you are being very pedantic, and are totally ignoring the big picture entirely.

Plastic will get scratched, but won’t shatter. I honestly think a plastic screen with a glass protector is the ideal option.

Ok, I’ll bite. Let’s assume Youtube follows your advice, and stops showing ads on YouTube. Data collection is the only source of revenue. How does YouTube make money on that data? Be specific please. Who is buying the data, and what is the buyer going to do the data besides show you a targeted ad?