Craig ChamberlainMar 11
Asymco
The most brilliant move in corporate history? https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/
The most brilliant move in corporate history?

In a bold departure from its Big Tech peers, Apple sidestepped the $650 billion AI infrastructure spending frenzy, a move likened to opting out of purchasing the US Navy annually. While Amazon, Goo…

Asymco
Mar 10 at 12:59pmShare on Mastodon
Show threadChris HamiltonMar 10
@asymco one of the underrated moves Google made in the dotcom bust was buying up fiber for pennies on the dollar. Will Apple be buying data centers for pennies on the dollar in ~5 years?
Show threadAsymcoMar 17
@chris Buying is not necessary. Just rent or lease.
Show threadDieter KomenderaMar 10
@asymco TBH I don‘t see a brillant move here by Apple. They missed out because of their own incompetency and got lucky how it turned out.
Show threadAsymcoMar 17
@kommen Incompetency and luck can only get you so many trillions of dollars and billions of satisfied users before it catches up with you. Five decades is not that long.
Show threadDieter KomenderaMar 17
@asymco I was referring to AI based services specifically: Siri, departure of Giannandrea, etc
Show threadAsymcoMar 17
@kommen A lot of fumbling to be sure. But competing against luck is an important skill to have.