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Today’s paradigm of scattered “free” information is pretty much a disaster for professionals needing a dynamic, deciphered and concise view. We take the raw information that is out there, extract the good bits, add our own insight and manage the output. The result is our flagship 1.0 subscription.

We are currently following Apple’s semiconductor work and the waste-to-energy space. The topics we cover will quickly grow as we grow.

 

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THE 1.0 SUBSCRIPTION TARGETS TWO PRIMARY MARKETS with the same maxim "understand the technology to understand the asset"

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Whether it is “ball parking” a technology, seeing who or what else is in the eco-system, or looking in depth at what differentiates a technology, ned goes beyond the corporate pitch.

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Ned Today

07May20 – why is AppleTV so neglected?

New rumours about the AppleTV surfaced in the usual Apple blogs today.  This one said an AppleTV equipped with A12 is ready for release.  It talks of economies of scale and more CPU power.  Those would be contributions to any reasoning, but there is also a chance to differentiate.

In March 2019 we pondered an AppleTV with an A12.  Yes the CPU and GPU are more powerful, but is there anything else?  Are there bits of design a.k.a “blocks” providing  functionality that could differentiate the service ?  We thought there were.

It has always been a bit of a surprise that Apple has not  put more focus on the TV ecosystem because it is still a central part of households and content consumption.

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