1) Really thought provoking for me.
Living a longer, healthier life because you are in the Apple ecosystem would be the ultimate moat.
divinations.substack.com/p/healthos
Living a longer, healthier life because you are in the Apple ecosystem would be the ultimate moat.
divinations.substack.com/p/healthos
2) I have always hypothesized that Apple’s focus on privacy was an enormous strategic mistake given the associate weakness in AI/ML driven services.
This article challenges that hypothesis as privacy is a necessary condition for creating the “healthOS.”
This article challenges that hypothesis as privacy is a necessary condition for creating the “healthOS.”
3) Trying to avoid saying “believe” etc. going forward and will instead substitute “hypothesis” or other similar words.
Much easier to disprove a hypothesis than change a belief.
And investing is all about finding the right balance between flexibility and conviction.
Much easier to disprove a hypothesis than change a belief.
And investing is all about finding the right balance between flexibility and conviction.
