Notes from the keynote. All times Eastern.
Another jam-packed keynote, with significant updates of all five operating systems and the start of a transition away from Intel processors to Apple silicon across the product line. No big surprises, but lots of little surprises in the details. It's going to take some time to absorb it all.
Meanwhile, Wall Street seems to have liked what it heard. For the first time since 2018, the stock rose during the keynote to hit a new all-time intraday high.
2:48 And that's a wrap. If you have been playing the female presenter drinking game, you're probably too drunk to read this.
2:45 Back to Tim. Timeline for transition. First mac by the end of this year. Transition will take 2 years. Meanwhile, still going to ship new Intel Macs. OS releases beta today, coming this fall. Looking forward to the rest of the week. When we all work together, we can make the world better.
2:44 Quickstart program, with a specially loaded Mac mini with A series chip, shipping units this week.
2:43 Back to Federighi to summarize Apple Silicon.
2:40 Andreas Wendker (m) Does demo. Running new Macs (which Macs are those?) Runs iOS apps without changes.
2:33 Back to Craig. All Apple Apps are up and running as native, using Xcode. This is for developers. Microsoft and Adobe working to port. Demos Word, Excel, Powerpoint, Lightroom, Photoshop, Final Cut Pro. New version of Rosetta to run apps that aren't native and for Java code. Virtualization.
2:28 Johny Srouji (m) How we got here. 10 generations of A series. 100X performance improvement since first A-series chip. 1000x Graphics improvement. Best in class at enormous scale. True that. 2 billion system on chip delivered. Performance vs. Energy consumption graph. Machine learning (AI) and Neural network (AI)
2:26 Back to Tim. Historic Day. (Can your say ARM?) The history of Mac. Power PC, OS 10, move to Intel. Transitioning to our own custom silicon. Apple Silicon
2:25 Summarizing Safari, and Mac Big Sur.
2:22 Beth Dakin (f) Demo. List of known trackers. Hover over tabs. Pictures on tabs. Dynamic translation looks cool.
2:19 Safari. Biggest update since introduced, claims Federighi. 50% faster than Chrome, he says. Privacy report on tool bar for each page you visit. Extensions can be ported from other browsers.
2:18 Mac Catalyst, for moving iOS apps to Mac. This is for the developers.
2:17 Maps. Favorites. Guides. Gate locations. Look around. Track friends.
2:15 Messages. Easier to search, add photos, etc.
2:12 Demo by Federighi. Finder, Toolbar, Menu bar, etc. changes. Control center for the Mac, from iOS. Notifications, widgets, and more ways to spend hours customizing stuff.
2:10 Alan Dye (m) Video. Lots of subtle changes in the look and sound. Familiar yet new is the needle they are trying to thread.
2:08 MacOS. Big Sur. I don't care about the names as Federighi seems to.
2:05 Apple TV+ on 1 billion screens. Sneak Peek of Asimov Foundation.
2:03 Cindy (f) Apple TV. Multiuser support. Picture in picture (on my Samsung too?)
1:59 Home. Yahn Cason (m) New interoperability standard (not in my house, alas). Adaptive lighting. Face recognition.
1:57 Katie Skinner (f) and Erik N. (m) Tracking control. App privacy. Like nutrition labels. Know before you download.
1:56 Privacy. Did Federighi just lower his voice to sound more serious? Hammering home Apple competitive advantage. 200 million sign in accounts.
1:55 Transition video
1:54 Wrapping up Apple Watch
1:54 Hand washing (machine learning!) 20-second countdown. Stories will be written about this.
1:51 Sleep tracking. Vera Carr (f) Mostly about creating a sleep routine. Machine learning model (AI mention).
1:40 Jewels (sp) (f) Dancing. Getting credit for your dance moves. A lot of fancy engineering under this.
1:48 New bicycle stuff.
1:45 Watch OS 7. Kevin Lynch (m) in the health center. 20,000 Watch apps. Something new about complications. A lot of fussy watch faces. Face sharing to discover curated faces. Will you be sharing Watch faces over social media?
1:43 Mary-Anne (f) AirPods. Immersive surround sound audio (in Pros only). A lot of cool engineering under the hood here.
1:39 Jenny Chen (f) does pencil demo. Sheets, handwriting recognition. (I don't use my iPad anymore, so this is going past me.)
1:38 Wrapping up iPadOS 14, turning to Apple Pencil. Scribble to convert to text.
1:37 Search on iPad redesigned. Like Sherlock on Mac, sort of.
1:36 Siri. Incoming call problem fixed. Bringing to iOS as well.
1:33 Josh Shaffer (sp?) New sidebar. Like Photos on the Mac. Dropdown menus. Calendar and Music also updated.
1:32 iPadOS 14. Made-for-iPad designs. Over 1 million apps designed just for iPad.
1:31 And that's iOS 14. Federighi wraps up this section.
1:27 App Store. App clip downloads app as you need it. Uses Apple Pay for payments. Can put off downloading the whole app. Could be frustrating if they aren't widely available. Counting on developers to build them.
1:25 Emily Shubert (female) I don't have a new BMW, so no digital key for me. Looks well-designed. Teens will be pissed. Working on standard:
1:24 Car Play. New wallpaper (blah) Car keys!
1:21 Meg Frost (female!) Moving wheelchair. Environmentally correct traveling. Cycling directions (finally!) Has MapMyRide been Sherlocked? Not with this short list of cities. For auto travel, only two car manufacturers on board yet
1:20 Maps. More countries. Much improved.
1:17 Messages. Stacey Lysic (SP?) Female speaker! 1 trillion memoji combos. Mentions for group conversations. Competition for Zoom?
1:14 Yael Garten (female speaker drinking game!) on new Siri's features, like real time off-line translation. (Do you have to keep dictionaries in memory?)
1:11 Siri. Redesigned interface. Did they also give it a brain transplant?
1:10 Picture in picture video. Keep watching movie while multitasking.
1:09 Widgets. New design, more data, different sizes. Do you use them? I haven't yet.
1:08 App Library to fix the problem of too many apps. "Intelligently curated categories." (AI reference drinking game starts!)
1:05 All five platforms are getting updates. Federighi (Hair Force One) takes over in the demo room. A brief history of iOS updates follows. A quick peak of the new stuff, too fast to follow for a slow typist like me.
1:04 A lot of product placement in these nice black and white photos. Shot on iPhone?
1:01 Have Steve Jobs Theater, might as well use it, even if it's empty except for Tim Cook, addressing the big issues—racism, social injustice, and (I expect) the pandemic. Will he say anything about the 2020 election? I doubt it.
1:00 You watching these graphics?
12:57: Back from swimming in the Green River, ready to blog.
AAPL.
ARMy of One.
ARMored.
ARMed and dangerous.
SOC it to me, baybee.
Maybe someone can say something witty about Rosetta2.
:::fainting:::
WOW O WOW!!
Apple did a picture book / post card presentation on diversity, and OMG, Apple Silicon (which I do have to go back and review), nearly made me wet my shorts.
Apple can innovate for damn sure!
Gamechanging recharged to the Mac. Hooray!!
Also, the IOS upgrades are AMAZING! Clearly the iPhone, iPad and Apple Watch, as well as the Mac, will maintain their top position.
And all of that without a mention of what they might be working on for 5G … though obviously that will bring much more.
Perfect!!
It wasn’t THAT the rumors were true, it’s HOW it’s being implemented!
Granting that the proof is in the pudding, it sounds like 100 proof!
As said: Wow! Just WOW!
Katy’s bull case here we come!
Apple Silicon is amazing. The non-tech press have no clue about how much work went into building this. People are impressed by the cathedrals and palaces of Europe. This outshines them. It is hard to wrap your head around the number of decisions and innovations that went into implementing this. Not just the silicon but developing macOS, and rewriting all of the apps including iWork and the pro apps and they got Microsoft and Adobe on board and they developed Rosetta 2. I’m looking forward to updating my iMac in a year or two.
Interesting that they didn’t mention anything about specification. Nothing about the number of cores, clock speeds or performance. Apple usually doesn’t talk about this much but they gave us nothing.
For once the market liked the keynote. AAPL closed up $9.15 today. Awesome. P/E is now over 28. Up a little more after hours.
According to Yahoo Finance, Apple’s present EPS is $12.73/share. If Apple matches MSFT’s valuation, that implies a price of (12.73×33.4=) $425.18/share.
Just sayin’….
Apple did say essentially, “ we are continuing to work with Microsoft and here is how good their applications look on our platform.
That is a bit of a win for Microsoft.
How can this be explained?
It’s pretty simple: These days, certain stocks are “tied”, such that folks buy shares of multiple stocks at the same time. MSFT and AAPL are tied closely these days, and to a degree AMZN. Note that these three are all in the “Trillion $ Market Cap Club” (soon to be joined by GOOGL).
But there’s no close analysis of the differences between them by these investors. In effect, they think they “spread risk” by purchasing shares in multiple stocks. That’s where I part company with them. Donna and I own one stock; AAPL. We never really owned a lot of AAPL, and we’ve been retired for a decade. Amazingly, our AAPL investment, even though it’s paid a big chunk of our bills since we retired, is presently worth about 3 times what it was worth when we originally were forced into retirement by the Great Recession.
And I see no reason to change our investment approach. Relatively speaking, AAPL is being undervalued compared to the stocks it’s being “bundled” with. Will Mr. Market continue to increase the valuation of AAPL relative to the rest of the bundle? I think it’s quite possible. Especially after today!
Shouldn’t it have been MacOS XI….?
As to why now, clearly this MacOS has the “hooks” that let it migrate to Apple Silicon. I’d say that rates a version bump.
Duh-Me!
I DID miss it! Totally.
But so did all the rumor mongers. No HINT of any of this MacOS Stuff!
Apple can still keep secrets! 🙂
I think I just might watch it again!