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X @Tesla Owners Silicon Valley
Elon Musk “It would be great to have other companies working on full rocket reusability as well. Competition is a good thing.”https://t.co/jqJm32P7dP ...
No Trump Card: EU Says Tech Crackdown Isn't a US Trade Tactic
Bloomberg Television· 2025-06-26 08:44
So I'd like just to begin there in terms of what you have unveiled here, do you think that this gives now the European Union a real chance to compete with some of these very sort of heavily government backed industries in China, for example, and in the United States with the Inflation Reduction Act. Hello. Good morning.So it's not against anyone, but it is just to assure that it is not that we are reliable, predictable and stable continent. It is that we are an attractive continent and that we, the Member S ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-25 10:15
The problem was/is not lack of talent.The problem is a future state that contains both of these words while expecting a graceful outcome:▸ "competing"▸ "coordination"Client teams pull this off somewhat because they have to. L2 teams have no obligation to coordinate.venture anthropologist (@0xBalloonLover):ethereum's strategy of punting the roadmap to a bunch of different competing L2 teams only makes sense if there was an abundance of talentbut the talent is pathetic so what's resulted is a bunch of coordin ...
J.J. Spaun: I understand what the PGA is trying to do by making the tour more competitive
CNBC Television· 2025-06-23 17:01
It's maybe disappointing that the the the line is so thin on the PJ tour between the 125th guy to the top 10, you know. Um, you know, I was that guy the last three years, you know, kind of grinding just inside the top 100. Um, so that goes to show that any player on the PJ tour can can turn things around or or things can happen so quickly and end up having the success that I've had this season.So, um, I think overall it's a great product. You know, unfortunately, there's so many great players, but I underst ...
Can the “Old Guard” Still Compete?
I do believe the old guard can compete in certain circumstances if the situation is right and then they have leadership to just push it through. But I don't think that's the issue here. The real truth about Dropbox shipping or not shipping whatever the product is dash is it doesn't matter.Let me tell you what I mean by that. Typically the old god play is some version of I'm the system of record. I'm already in there.I can add this stuff on top. That's the pitch every time. I'm service now.I can add an agent ...
X @Tesla Owners Silicon Valley
Elon Musk “It would be great to have other companies working on full rocket reusability as well. Competition is a good thing.” https://t.co/Bo2WwBSAjz ...
“Building Fast Isn’t Enough Anymore”
Competitive Landscape - The time to clone a company has drastically reduced from approximately 1 year 25 years ago to 6-9 months 15 years ago [1] - Currently, the time to clone a company can be as short as 10 days [2] - Many new products lack significant differentiation or added value compared to existing solutions [2]
X @Investopedia
Investopedia· 2025-06-08 11:00
The free market is an economic system based on competition, with little or no government interference. https://t.co/cYu7bHQxWF ...
Intuitive Surgical Stock Gains 12.7% QTD: Is it Still a Buy Now?
ZACKS· 2025-06-06 14:36
Core Insights - Intuitive Surgical (ISRG) shares have gained 12.7% in the current quarter after a decline of over 30% from its January peak of $616, reflecting strong fundamentals despite tariff concerns [1][8] - The company continues to lead the robotic-assisted surgery market with robust revenue growth and increasing procedure volumes, while focusing on technology advancement and international expansion [2][3] Financial Performance and Revenue Growth - ISRG reported Q1 2025 revenues of $2.25 billion, a 19.2% year-over-year increase, with 85% of total earnings coming from recurring revenues [3][8] - Earnings per share (EPS) grew by 20% to $1.81, with an operating margin of 34.1%, although a decline in operating margin is anticipated for 2025 due to increased depreciation and a higher mix of lower-margin products [3][8] Market Position and Competitive Landscape - Despite a recent share price decline, ISRG's stock has outperformed the Zacks Medical-Instruments industry, which has seen an 8.6% decline year-to-date [4] - The company faces increasing competition from larger players like Medtronic and Johnson & Johnson, with Medtronic seeking FDA clearance for its own robotic-assisted surgery system [15] Growth Drivers - Revenue growth in Q1 was driven by strong da Vinci procedure volumes and growth in Ion and SP procedures, supported by strategic price increases to offset inflation [7][8] - The adoption of the da Vinci 5 system is expected to boost sales, with international expansion efforts gaining momentum, including recent clearances in Australia and China [9][10] Tariff and Economic Challenges - ISRG anticipates a 170 basis point gross margin headwind in 2025 due to global tariffs, primarily from U.S.-China trade tensions and European retaliatory tariffs [13][14] - Recent policy shifts have reduced U.S. tariffs on Chinese imports, which may help mitigate some cost pressures [14] Strategic Initiatives - The company plans to market its da Vinci products directly in Italy, Spain, and Portugal, with an investment of EUR 290 million to strengthen customer relationships [12] - Manufacturing expansion is underway with new facilities in California, Germany, and Bulgaria to support scalable production [12]
Apple iPhone Shipment Could Decline In 2025 As Tariff, Competition Play Spoil Sport: IDC
Benzinga· 2025-05-29 18:49
International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker expects global smartphone shipments to grow 0.6% year over year to 1.24 billion in 2025.IDC cut the forecast from 2.3% growth in February due to high uncertainty, tariff volatility, and macroeconomic challenges leading to a slowdown in consumer spending.Growth will remain in the low single digits throughout the forecast period, with a five-year (2024-2029) compound annual growth rate (CAGR) of 1.4% due to increasing smartphone pen ...