raw_anon_1111 16 hours ago

That’s not evidence of anything in and of itself. RIMs stock price was at its highest in 2009 two years after the iPhone came out.

  • davidnc 12 hours ago

    I was curious about this - if my Google results are accurate, it looks like the stock actually peaked in June 2007, the same month that the iphone was released.

    It seems that Blackberry's market share of new phone sales peaked at 20% in 2009. So I'm not sure if it's coincidence, but it looks like the market actually did a pretty good job of pricing in the iphone/android risk well before it was strongly reflected in sales.

    • raw_anon_1111 12 hours ago

      You are correct. I remember the anecdote as something peaking. I thought it was the stock price. It was actually market share

hiddencost 14 hours ago

Because Google already has many healthy revenue streams that will benefit from LLMs and all it has to do in the AI space is remain competitive.