chatGDPs

7 ms·

1. 1.▲
   by chatGDPs 2y ago

   The theory is already out there, it’s called Counter-Positioning. Hamilton Helmer in 7 Powers. It’s a bit more nuanced as Kodak isn’t such a case due to digital photo being commodity.
2. 2.▲
   by chatGDPs 2y ago

   They told it quite aloud in the last earning call. Quite funny how the market is selling NVIDIA on this news, does no one pay attention? Conversely, TSMC trading down makes no sense. Who is going to make these ASICs? Surely not Intel.
3. 3.▲
   by chatGDPs 2y ago

   Plenty of HN discussions (like this: https://news.ycombinator.com/item?id=41855006 ). Pretty much a consulting company, they don't own their dev stack. People see 80% gross margins and think it's enterprise SaaS, b
4. 4.▲
   by chatGDPs 2y ago

   This is quite big for China's competitiveness.
5. 5.▲
   by chatGDPs 2y ago

   That's funny, as Salesforce used a similar tactic when they first started with their 'End of Software' campaign against Siebel. Benioff himself detailed this strategy in Behind the Cloud, where he suggests, 'Always Go Af