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wycats's profile
Yehuda Katz 🥨
Yehuda Katz 🥨
Yehuda Katz  🥨
Verified account
@wycats

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Yehuda Katz  🥨Verified account

@wycats

Tilde Co-Founder, OSS enthusiast and world traveler.

Portland, OR
yehudakatz.com
Joined August 2007

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    Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017

    In case you think I'm making it up, here's @jake_k at the Verge managing to hold both thoughts in its mind at once. https://www.theverge.com/2017/10/4/16426142/google-pixel-2-preorder-availability-delays-2-xl …pic.twitter.com/LQiv5hkErX

    1:09 PM - 28 Oct 2017
    • 2 Retweets
    • 5 Likes
    • *casts Glibness* U46 ESP Martin Zach Garwood Jesse 🎩🅰️⚽ ᴊᴀɴ ɴɪᴋʟᴀꜱ ꜰɪɴɢᴇʀʟᴇ Justin Yost
    3 replies 2 retweets 5 likes
      1. New conversation
      2. Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017

        To be clear, if "even apple" can't keep stock during preorders, the fact that Google sold out tells us nothing about what will happen later.

        2 replies 0 retweets 1 like
        Show this thread
      3. Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017

        This is how @verge reports iPhone X selling out. https://www.google.com/amp/s/www.theverge.com/platform/amp/2017/10/27/16556722/apple-iphone-x-delivery-dates-delays … So being out of stock for months is "better than expected"pic.twitter.com/IFvzRJgtOf

        1 reply 0 retweets 1 like
        Show this thread
      4. Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017

        Here, @nickstatt of @verge points out matter of factly that new products from apple won't have a good supply chain. https://www.google.com/amp/s/www.theverge.com/platform/amp/circuitbreaker/2017/9/15/16317688/apple-iphone-x-supply-demand-balance-sold-out …pic.twitter.com/Is5TLE6tcV

        0 replies 0 retweets 1 like
        Show this thread
      5. End of conversation
      1. New conversation
      2. Jake Kastrenakes‏Verified account @jake_k 28 Oct 2017
        Replying to @wycats

        when google sells 13 million phones in one weekend, i'll call selling out a good signhttps://www.theverge.com/2015/9/28/9407767/apple-iphone-sales-6s-6s-plus …

        1 reply 0 retweets 1 like
      3. Jake Kastrenakes‏Verified account @jake_k 28 Oct 2017
        Replying to @jake_k @wycats

        pixel sales are negligible — google should be able to keep them in stockhttps://www.recode.net/2017/10/4/16418170/google-pixel-market-share-2017-event-chart-data …

        1 reply 0 retweets 0 likes
      4. Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017
        Replying to @jake_k

        This is silly. iPhone X is same order of magnitude. Millions of phones are not "negligible"

        1 reply 0 retweets 1 like
      5. Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017
        Replying to @wycats @jake_k

        There's just no reason to put so much editorializing into the meaning of selling out with so much coming from speculate.

        1 reply 0 retweets 1 like
      6. Jake Kastrenakes‏Verified account @jake_k 28 Oct 2017
        Replying to @wycats

        yes, i should just ignore google's continued inability to keep a phone in stock, despite selling millions of fewer units than apple

        1 reply 0 retweets 1 like
      7. Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017
        Replying to @jake_k

        Cool narrative man.

        0 replies 0 retweets 2 likes
      8. End of conversation
      1. New conversation
      2. Kap Fear‏ @kapowaz 28 Oct 2017
        Replying to @wycats

        iPhones selling out in the preorder period, and Google not being able to meet demand *all year round* are different things.

        1 reply 0 retweets 0 likes
      3. Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017
        Replying to @kapowaz

        They weren't able last year. This year all we know so far is they sold out in the preorder like everyone else.

        1 reply 0 retweets 0 likes
      4. Yehuda Katz  🥨‏Verified account @wycats 28 Oct 2017
        Replying to @wycats @kapowaz

        Also, Apple's expected to be out of stock on the X for months.

        1 reply 0 retweets 0 likes
      5. Kap Fear‏ @kapowaz 30 Oct 2017
        Replying to @wycats

        Apple’s latest iPhone is always in short supply for the first few months. It’s also usually the most popular smartphone on the planet.

        1 reply 0 retweets 0 likes
      6. Kap Fear‏ @kapowaz 30 Oct 2017
        Replying to @kapowaz @wycats

        It ingests nearly all supply *in the world* of certain key components. This year it’s OLED displays.

        1 reply 0 retweets 0 likes
      7. Kap Fear‏ @kapowaz 30 Oct 2017
        Replying to @kapowaz @wycats

        Early in each generation, the demand is greater than is humanly possible to manufacture.

        1 reply 0 retweets 0 likes
      8. Kap Fear‏ @kapowaz 30 Oct 2017
        Replying to @kapowaz @wycats

        Google’s Pixel is a popular and (I’m told) excellent device, but it also sells in relatively small quantity (~1-2m vs iPhone 190-205m).

        1 reply 0 retweets 0 likes
      9. Kap Fear‏ @kapowaz 30 Oct 2017
        Replying to @kapowaz @wycats

        Google also seem to suffer supply constraints *all year round*, which suggests they could never scale production up to iPhone levels.

        2 replies 0 retweets 0 likes
      10. 2 more replies

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