Tae Kim: 'Apple is being way too timid and hesitant'

"Classic innovator’s dilemma. Too worried about protecting profit margins, while they are being disrupted by the next computing shift."

30 Comments

Apple's smartphone revenue share hit 43% in June quarter

5 months ago

Published August 5, 2025 by Philip Elmer-DeWitt

Apple's smartphone revenue share hit 43% in June quarter

From Ed Harvey's "iPhone rakes in 3 times the revenue of any rival" posted Monday by Cult of Mac.

6 Comments

Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threat

5 months ago

Published August 5, 2025 by Philip Elmer-DeWitt

Ben Thompson: For Apple, AI is — at least in the short to medium term — not an existential threat

"This... makes it extremely difficult for a mere manager to contemplate spending 10x or 20x in CapEx to pursue a model of computing that isn’t in the company’s nature."

9 Comments

Premarket: Apple is green

5 months ago

Published August 5, 2025 by Philip Elmer-DeWitt

Premarket: Apple is green

From the Wall Street Journal's "S&P 500 Futures, Dollar Inch Higher, Boosted by Earnings, Rate-Cut Hopes" posted early Tuesday.

Google mocks Apple (video)

"If you buy a new phone because of a feature that’s coming soon. But, it’s been coming soon for a full year. You could change your definition of soon. Or you could just. Change your phone."