By John Gruber
Manage GRC Faster with Drata’s Agentic Trust Management Platform
Scott Rosenberg and Ina Fried, reporting for Axios:
In its quarterly earnings released today, Qualcomm said it would record $4.5-$4.7 billion revenue in the coming quarter as part of its settlement of a long-running intellectual-property quarrel with Apple.
This isn’t catastrophic for Apple, and I think that figure is exactly in line with what just about everyone expected. But don’t tell me Qualcomm wasn’t the winner here.
Good piece by Casey Johnston for The Outline on the hollowness of Facebook’s newfound push for “privacy”:
He emphasized several times that Facebook will not be able to see the content of this material, saying it was private “even from us” several times about several features, and emphasizing the words “safety” and “secure.”
But what his presentation elided was the fact that Facebook does not need to see the content of what people are saying in order to advertise to them. The metadata — who, or what (as in a business), you’re talking to, and even where you are or what time the conversation is taking place as it comes together with other pieces of information — provides more than enough information to make a very educated guess about what you’re interested in, to the point that knowing specifically what you are saying adds almost nothing.
Something I missed last night perusing Tim Cook and Luca Maestri’s remarks on Apple’s quarterly analyst call: shots fired at Intel. (Emphasis added.)
Cook:
For our Mac business overall, we faced some processor constraints in the March quarter, leading to a 5 percent revenue decline compared to last year. But we believe that our Mac revenue would have been up compared to last year without those constraints, and don’t believe this challenge will have a significant impact on our Q3 results.
Maestri:
Next I’d like to talk about the Mac. Revenue was 5.5 billion compared to 5.8 billion a year ago, with the decline driven primarily by processor constraints on certain popular models.
I asked an Apple source last fall why it took so long for Apple to release the new MacBook Air. Their one-word answer: “Intel.”
One of the big questions for next month’s WWDC is whether this is the year Apple announces Macs with Apple’s own ARM processors (and graphics?).
Very special guest MG Siegler returns to the show. Topics include Apple’s original content strategy and a general look at the state of the company. Also: advice for parents of young children.
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Matthew Butterick reviews the typography and design of the websites for the top Democratic candidates in 2020:
For those who think it trivializes our political process to judge candidates by their typography — what would you prefer we scrutinize? Qualifications? Ground into dust during the last election. Issues? Be my guest. Whether a candidate will ever fulfill a certain campaign promise about a certain issue is conjectural.
But typography — that’s a real decision candidates have to make today, with real money and real consequences. And if I can’t trust you to pick some reasonable fonts and colors, then why should I trust you with the nuclear codes?
I largely agree with Butterick’s assessments, and where I don’t agree, I find his arguments persuasive.