David Emery on The Information: Apple may reenter the server market with Nvidia - 'I think by “Firewire”, you mean “Thunderbolt 5” https://www.macrumors.com/guide/thunderbolt-5-new-macs-features-benefits-necessity/'
on The Information: Apple may reenter the server market with Nvidia - 'Apple likes to control its key hardware and software so I would bet they will partner to start and then eventually roll their own (like they did with Qualcomm).'
on The Information: Apple may reenter the server market with Nvidia - 'Bill, thanks for pointing that out. Here’s one interesting report from January: https://metalcloud.space/compare/apple-silicon-vs-nvidia/ So many great points in there, so here is just one teaser: “The cost implication is massive: Running Llama 70B at full precision on NVIDIA requires 2-3 H100s ($6,000-$12,000/month cloud rental). On MetalCloud, it’s a single machine [M3 MacStudio Ultra] at £3.50/hour.”'
on Premarket: Apple is green - 'Share prices have moved from up to down and all around! I don’t think it’s so much the widely anticipated rate hike today that’s put pressure on share prices. It’s the prospect of another 25 basis point move higher in 2026 that has put the brakes on what was a positive day for the market. That’s OK. Hopefully today’s action by the Fed will end the incessant press speculation on the Fed’s next steps. As we’ve seen lately, share price are moving higher not due to interest rates or even earnings multiple expansion. Share prices have been moving higher due to rising earnings and earnings per share. Earnings multiples, in general, have begun to contract. Ten minutes from the close and Apple has moved back into the green every so slightly. The shares are currently up $0.75 or 0.23% at $332.09.'
on Horace Dediu on iPhone 2.0 - 'As iPhone cameras improve the number of exacting users do not keep pace.'
on The Information: Apple may reenter the server market with Nvidia - 'Hi, Bill, What I can tell you is that Apple’s Macs are selling because of their Unified Memory more than anything else. And that Apple’s capability to turn on a relative dime is due to their adopting that across the board years in advance. Also, Firewire allows quick and easy interconnection between Macs, permitting the creation of a “mini-cloud” able to “stack” unified memory. It’s called “serendipity”. (I understand that this is the reason for the massive leap to a 512 GB unified memory Mac Studio.)'
on Horace Dediu on iPhone 2.0 - 'If you are used to wearing sneakers you might very well vow to never wear boots, or high heels if you’re a lady. Note that boots and heels are more expensive.'
on GM reverses itself, designs new dashboard with Apple and Google - '60 inches of screen space?? That’s just ridiculous.'
on The Information: Apple may reenter the server market with Nvidia - 'This is all a smokescreen and the real reason is Nvidia needs to warm up to Apple is so they can figure out how to properly execute on buybacks and hopefully some day be as successful as Apple was and currently still is in this shrinking the float methodology.'
on John Ternus has Emmy red carpet flair (videos) - 'Her reaction to the Duo mirrors that of my family members. It’s gonna be a hit!'
on John Ternus has Emmy red carpet flair (videos) - 'I’m pretty sure the squeal was for the Duo and not the person holding it.'
on The Information: Apple may reenter the server market with Nvidia - '2029 seems a long way off to deliver a product.'
