Bart Yee on Joanna Stern: 'I spent a week with new Siri' (video) - 'Even Star Trek starship computers of the 2260’s had compute time, sometimes saying “Working!” while using compute cycles. Pre and post Kirk and Next Generation computers of 2360’s still had female voices. Some still required to restate the questions, or provide more information, much like ChatGTP asks today. Hopefully, we gain less latency, and more accuracy.'
on Ice Universe: The difference between Samsung and Apple is profound - 'Hope you enjoyed that, nice exercise in using Gemini AI to help suss out details and perspectives based on published articles. I look forward to being able to use Siri AI to do the same thing via Safari or natural language inquires.'
on Ice Universe: The difference between Samsung and Apple is profound - '“Does anyone or tech company competitor to Apple (like Samsung, Xiaomi, Huawei) have a similarly successful Services component to their business?” “None of Apple’s direct consumer hardware competitors have replicated the massive, recurring services profit that Apple enjoys. While others boast vast, active user bases, their internet and services divisions act primarily as loss-leaders or low-margin drivers to sell physical hardware. The service strategies for each competitor differ: 1. Xiaomi The Model: Xiaomi uses its massive 754.1 million global Monthly Active Users (MAU) to drive revenue through advertising, pre-installed apps, and fintech. The Scale: While internet service revenues hit a record 37.4 billion yuan, ($5.5B USD) they still only make up roughly 8% of Xiaomi’s total group revenue. The Catch: These services primarily subsidize their budget hardware; they do not represent a premium, subscription-based “ecosystem lock-in” akin to Apple’s. 2. Samsung The Model: Samsung operates the closest analog to Apple’s premium global ecosystem, but it relies almost entirely on the Google Play ecosystem for its Android software and services. The Scale: Services like Samsung Wallet, Galaxy Store, and Samsung Health are massive engagement drivers, but they are not standalone financial profit engines. Samsung does not break out standalone services revenue, as its profit is dominated by hardware and semiconductor chips. 3. Huawei The Model: Following U.S. sanctions, Huawei was cut off from Google Mobile Services. To survive, they built Huawei Mobile Services (HMS) and the HUAWEI AppGallery. The Scale: Huawei offers premium subscriptions for Huawei Cloud, video, and music, alongside developer services. However, their primary focus remains enterprise ICT, telecom infrastructure, and selling physical hardware.” “What about its Mag-7 competitors?” Comparing Apple to its Magnificent Seven (Mag-7) peers changes the entire dynamic. While direct hardware rivals treat services as an afterthought, Apple’s Mag-7 peers are heavily services-dominant platforms. Alphabet, Microsoft, Amazon, and Meta do not just have “similarly successful” services components—their services segments are much larger, structurally distinct, and in several cases, significantly more profitable than Apple’s Services business. Key Financial Overview Alphabet (Google) Search, YouTube Ads, Google Cloud, Play Store~$400+B Very High margins (Driven by advertising scaling) Microsoft Azure Cloud, Office 365, LinkedIn, Xbox~$240+B High Margins (Enterprise to enterprise software) Amazon AWS Cloud, Prime Subscriptions, Ads~$220+B Mixed margins (Low on Prime retail, massive on AWS) Meta Instagram, Facebook, WhatsApp Advertising~$150+B Extremely High Margins (Pure digital ad network) Apple App Store cuts, iCloud, Apple Music, Apple Pay~$100B-120B ~74% (Extremely stable & profitable)'
on Ice Universe: The difference between Samsung and Apple is profound - 'And finally, “how did Apple services disrupt the tech sector?” Remember, Tim Cook told us to pay attention to Services, that he and Apple would double its revenue over time. Did they pay attention? No, “Apple was and still is a hardware company”, “to be always valued as a hardware company”, and should always be viewed by historical multiples as when it was “just a hardware company”, not the multipronged revenue engine it is today. Per Gemini: “Apple disrupted the tech sector by turning a hardware-reliant sales cycle into a multi-billion dollar recurring revenue engine. By shifting focus from selling devices to monetizing the activity on those devices, Apple transformed how software is distributed, how digital media is consumed, and how companies calculate customer lifetime value. The Services division —spanning the App Store, Apple Music, iCloud, Apple Pay, and Apple TV+ — drives nearly $31 billion per quarter at staggering 75% gross margins. This strategic pivot fundamentally reshaped the tech industry in four primary ways: 1. Invented the Modern App Economy Before the App Store launched in 2008, software was bought on physical discs or fragmented mobile storefronts. Apple consolidated mobile software distribution into a single, secure gateway. The 30% Tax Standard: Apple established a 30% commission baseline for digital goods. This sparked industry-wide emulation (e.g., Google Play) and triggered massive antitrust battles with developers like Epic Games. Disrupting Trillion-Dollar Verticals: By streamlining secure in-app payments, the App Store acted as the foundational launchpad for entirely new mobile industries, including ride-sharing (Uber), mobile gaming, and streaming video. 2. Formulated the “Hardware-as-a-Gateway” Model Historically, consumer electronics companies suffered when hardware markets matured and device replacement cycles lengthened. Apple inverted this vulnerability. The Post-Purchase Monetization Engine: Apple proved that a flat or slightly declining hardware market could be offset by highly profitable subscriptions. High-Margin Subsidies: Because Apple Services operate at 75.3% gross margins (compared to ~36% for hardware), the service ecosystem effectively decoupled Apple’s profitability from raw device shipment numbers, forcing competitors like Samsung and Sony to aggressively build their own software layers. 3. Weaponized Bundling to Choke Point-Solution Competitors Apple disrupted standalone service providers (like Spotify, Netflix, or Dropbox) by introducing Apple One, which bundles storage, music, gaming, and video into a single subscription. Zero Marginal Cost Integration: Apple uses its multi-device ecosystem to eliminate decision friction. Users buying an iPhone are instantly prompted to upgrade iCloud storage or join Apple Music. Customer Retention (The “Golden Handcuffs”): By weaving services directly into the operating system, Apple helped push customer loyalty and device retention rates above 90%. Leaving the Apple ecosystem means losing curated music playlists, cloud backups, and shared family subscriptions, making switching to Android financially and socially friction-heavy. 4. Reshaped Global Fintech (Apple Pay & Apple Card)Apple disrupted the banking and credit sectors without actually operating as a regulated bank. The Ultimate Digital Wallet: By leveraging the biometric security of iPhones (FaceID/TouchID), Apple Pay forced traditional credit card issuers and point-of-sale vendors to re-engineer their entire infrastructure around contactless NFC technology. Interchange Fee Extraction: Apple acts as a powerful intermediary, taking a slice of transaction fees from banks simply for facilitating a secure tokenized transaction, permanently altering the economics of retail banking.'
on Ice Universe: The difference between Samsung and Apple is profound - 'Continuing from Gemini: “2. Empowering the Local AI Ecosystem As cloud-based AI API costs balloon and data privacy concerns rise, there is a major market pivot toward local, on-device execution. Apple has capitalized on this by creating specialized optimization paths. The MLX Framework: Apple introduced MLX, an open-source machine learning framework designed specifically for Apple Silicon. It treats unified memory as a primary constraint, allowing local models to achieve blisteringly fast generation throughput speeds. The “Personal AI Agent” Boom: Hardware like the redesigned Mac mini has become a breakout success for AI enthusiasts. Consumers and developers are leveraging always-on Apple Silicon boxes as local, sandboxed servers to run secure personal AI agents (such as OpenClaw and Hermes Agent) 24/7 without recurring subscription fees. 3. Normalizing the “Edge AI” Baseline Apple has integrated high-performance Neural Engines across its entire silicon lineup, spanning from entry-level iPhones to Max-tier chips. By baked-in AI acceleration into consumer chips, Apple has forced software developers to rethink their deployment strategies. Top AI startups and companies are increasingly prioritizing desktop versions of their software for macOS first, relying on the guarantee that the underlying Apple hardware can smoothly handle heavy edge-computing workloads natively.” (The future for Apple Silicon looks very good, now only constrained by foundry capacity and competing availability and supply of memory. At some point, the AI enterprise boom may slow, but Apple may already have the upper hand, for now, in the consumer AI market, at least from the desktop/notebook side.)'
on Ice Universe: The difference between Samsung and Apple is profound - 'Apple Silicon for Macs Apple Silicon dominated the ARM-based PC market almost immediately, capturing nearly 90% of its revenue by 2021 (just over a year after the M1 launch). It took about 2 to 3 years for the Mac lineup to completely leave Intel behind, establishing a new industry benchmark for performance-per-watt that forced rivals to radically shift strategies. The timeline unfolded in a few key stages: The Initial Drop (Fall 2020): The first M1 Macs (MacBook Air, 13-inch MacBook Pro, and Mac mini) were released in November 2020. They immediately outperformed competitor chips in both power and battery life, shocking the industry. The Revenue Takeover (2021): By 2021, Apple seized almost 90% of all revenue generated by ARM-based PCs, leaving competitors like Qualcomm far behind in processing speed. The Broad Market Capture (2022–Present): By the time Apple completely phased out Intel with the Mac Pro in June 2023, it held a massive lead in laptop hardware, growing past rival companies like AMD in overall laptop market share. Vs the broader PC market: Apple Silicon impacted the PC market almost immediately upon launching in November 2020. The release of the M1 chip forced the entire industry to pivot toward ARM-based computing, with immediate effects breaking down as follows: Instant Performance Shock (0–6 Months): The M1 offered unprecedented battery life and thermal efficiency while outperforming most x86 competitors, instantly establishing a new baseline for laptop processors. Shifting Market Share (1–3 Years): Apple’s Mac sales surged as consumers flocked to the new architecture. By forcing a shift in consumer expectations, Apple’s laptop market share grew significantly, eventually approaching rival AMD’s sector share within five years. The Windows Pivot (3+ Years): The industry was forced to respond, leading to Qualcomm’s Snapdragon X Elite chips. However, creating a viable competitor required years of ecosystem and hardware alignment, cementing Apple’s head start.” And did Apple have an inkling of Apple Silicon and AI? “Apple Silicon influences the AI market by establishing Macs as the premier consumer hardware for local AI inference and decentralized development. Rather than trying to compete directly with Nvidia in the massive AI cloud data center market, Apple has fundamentally disrupted the economics of running Large Language Models (LLMs) on individual devices. Apple’s influence is driven by unique architectural choices and shifting market demands: 1. The Unified Memory Disruption Traditional PCs separate processing memory (RAM) from graphics memory (VRAM), creating a severe bottleneck when loading massive AI models over a slow PCIe bus. Apple Silicon uses a Unified Memory Architecture (UMA) where the CPU, GPU, and Neural Engine share a single, high-bandwidth pool of pool of memory.The Cost-to-VRAM Advantage: To load a large 70-billion or 200-billion parameter model on a standard PC, developers usually require multiple enterprise-grade Nvidia GPUs. A top-tier Mac Studio or Mac mini configured with up to 128GB or 192GB of unified memory allows developers to fit massive models entirely in memory at a fraction of the hardware cost. Zero-Copy Performance: Because the data is shared natively across all components of the system-on-chip (SoC), Apple Silicon eliminates the “copy to VRAM” performance penalty entirely. Continued'
on Ice Universe: The difference between Samsung and Apple is profound - 'How well did it do? “Apple’s wireless earbuds dominated the market in just 1 to 3 years, effectively creating a new product category from scratch and maintaining massive market leads over competitors like Samsung and Xiaomi. The explosive timeline highlights how rapidly the devices took over: 1 Year (2017): Within 12 months of the original AirPods launch in September 2016, Apple captured nearly 85% of the “totally wireless headphone” segment by dollar sales in the US. 3 Years (2019): By 2019, Apple cemented total industry control, boasting over 50% of the global market share in both unit sales and revenue. Sales skyrocketed to roughly 60 million units in a single year. The “Pro” Acceleration (2019–2022): The introduction of the first AirPods Pro in late 2019 with active noise cancellation drove monumental growth, pushing earwear sales to new heights and helping Apple secure upwards of 30% of global shipments even as total market competition grew.” Not bad for something critics claimed were ugly, Q-tips sticking out of your ears, battery life needed to be better, not repairable, and Early adopters were often stereotyped as pretentious or ostentatious, leading to a wave of “AirPods flex” memes that poked fun at the high price tag relative to their appearance. But eventually, AirPods and especially AirPods Pro have won people over. With expanded Hearing Aid capability, there’s even more to like.'
on Ice Universe: The difference between Samsung and Apple is profound - 'AirPods & AirPods Pro (Can you remember what it was like using an iPhone 5/5S/6/6S and headphone jack?) per Gemini: “Before AirPods (released in late 2016), the mobile earbud market was dominated by wired 3.5mm headphones and clunky neckband-style wireless Bluetooth sets. Truly wireless earbuds were a niche, expensive, and frustrating category plagued by poor battery life, connectivity dropouts, and bulky designs. The pre-AirPods audio landscape was defined by distinct traits: Wired Dominance: Most consumers used the included wired earbuds in the box (like Apple’s EarPods or cheap third-party options) because they required no charging and had zero audio latency. The “Neckband” Era: Wireless options primarily consisted of two earbuds connected by a wire that draped around the back of the neck, which housed the battery and Bluetooth controls. Niche “True Wireless” Pioneers: Fully wireless options did exist, but they struggled in the mainstream market. Early pioneers included the Bragi Dash and Samsung Gear IconX. These were expensive (often over $200), suffered from severe audio synchronization issues, and generally only managed 2 to 3 hours of battery life. The Headphone Jack Standard: Smartphones still retained dedicated 3.5mm headphone jacks, meaning consumers had an easy, zero-latency physical connection without needing a digital-to-analog dongle. The modern “true wireless” boom truly ignited when Apple bundled the original AirPods alongside the headphone-jack-less iPhone 7. They offered unprecedented features at the time: the seamless W1 chip for instant pairing with iOS devices and a magnetic charging case that provided on-the-go battery top-ups.” “Apple’s AirPods and AirPods Pro came to dominate the wireless earphone market by leveraging the massive iPhone user base, delivering frictionless pairing via custom chips (like the W1 and H1), and capitalizing on the removal of the traditional headphone jack. They quickly transformed from simple tech accessories into cultural status symbols. Their unprecedented market leadership was built on several key factors: Flawless Ecosystem Integration: Apple engineered a closed ecosystem that competitors struggled to match. Opening the AirPods case prompts an instant, automatic pairing with an iPhone. Furthermore, the earbuds seamlessly switch audio between MacBooks, iPads, and Apple Watches (and Apple TV’s). A Catalyzed Shift to Wireless: The release of the original AirPods in 2016 coincided with the iPhone 7, which notably removed the standard headphone jack. This forced consumers to transition to wireless or use dongles, positioning AirPods as the default, intended solution. Proprietary Hearable Tech: When introducing the AirPods Pro, Apple established a new premium standard. By packing industry-leading Active Noise Cancellation (ANC), Transparency mode, and spatial audio into a sleek package, they successfully appealed to both casual listeners and audiophiles. Status Symbol Appeal: The iconic, sleek white stem design stood out in a sea of clunky, black Bluetooth earpieces. They rapidly became an internet meme and a pop-culture fashion staple, worn by celebrities and influencers, which provided massive organic marketing. Superior Connectivity and Battery Life: Competitors initially struggled with dropped connections and audio syncing between the left and right earbuds. Apple’s custom chips allowed for synchronized sound, low power consumption, and reliable battery life housed right inside the charging case.” (There’s that custom Apple Silicon again)'
on Joanna Stern: 'I spent a week with new Siri' (video) - 'The best spam blocker, ever…is SpamSieve! I purchased it ONCE, about 10 years ago, and have been getting FREE upgrades, several times a year, ever since! The app blocks an estimated 98% of ALL spam coming into my inbox, on every one of my devices! I don’t understand why Apple doesn’t just aquihire this small, apparently one-person company — Michael Tsai is the developer’s name — responsible for this phenomenal app!'
on Ice Universe: The difference between Samsung and Apple is profound - 'Worldwide Reach: While Apple Pay comfortably leads in the U.S., Google Pay possesses a broader global reach due to the sheer volume of Android devices in markets like India and Southeast Asia.” How much did Google Pay process in 2025? “While Alphabet does not publicly break down the exact global dollar amount for Google Pay’s annual transaction volume, financial industry data indicates that Google Pay has processed over $5 trillion in cumulative lifetime transactions globally. In 2025 alone, its transaction processing was heavily anchored by two vastly different regional markets: 1. India (The Primary Driver) The overwhelming majority of Google Pay’s processing volume happens through India’s Unified Payments Interface (UPI) app ecosystem. Monthly Volume: By mid-to-late 2025, Google Pay consistently processed between 6.5 billion and 7.5 billion transactions per month. Monthly Value: These monthly transactions regularly equated to roughly ₹8.85 lakh crore to ₹10 lakh crore (equivalent to roughly $105 billion to $120 billion USD per month). Annualized Estimate: In India alone, Google Pay processed an estimated $1.2 trillion to $1.4 trillion USD over the course of 2025. 2. United States & Western Markets In Western economies, where Google Pay functions as an NFC/tap-to-pay “Google Wallet” rather than a peer-to-peer network, its footprint is much smaller compared to Apple Pay. User Base: Google Wallet crossed a major milestone in 2025, surpassing 50 million active users in the United States for the first time. Transaction Value: Industry reports from firms like Chargeflow estimate that Google Wallet’s tap-to-pay feature accounts for a 3% to 5% global mobile wallet share, translating to roughly $270 billion to $450 billion in annualized transactions outside of its unique app-based networks.“ Continued'
on Ice Universe: The difference between Samsung and Apple is profound - 'Apple Pay Per Gemini: “Before Apple Pay launched in 2014, the mobile payment market was highly fragmented and struggled with mainstream adoption. The technology existed, but a lack of infrastructure, carrier interference, and consumer confusion kept mobile wallets in a “chicken-and-egg” loop. Key characteristics of the pre-Apple Pay market included: Google Wallet’s Early Struggles: Launched in 2011, Google Wallet pioneered NFC tap-to-pay on Android, but was heavily restricted. It required specific devices, was limited to certain carriers like Sprint, and was bogged down by a lack of contactless (NFC) merchant terminals. The “Carrier Blockade”: Major wireless carriers—including Verizon, AT&T, and T-Mobile—viewed mobile payments as a lucrative revenue stream and initially blocked Google Wallet. They launched their own consortium, Softcard (originally Isis), which ultimately failed to gain market share. Walled Gardens and Closed-Loop Apps: Without a unified platform, early innovators relied on proprietary QR codes or barcodes. For example, the Starbucks app gained massive popularity by allowing users to scan a barcode from their screen, but this only worked within the Starbucks ecosystem. Retailer Pushback: Groups of major merchants, including Walmart, formed the Merchant Customer Exchange (MCX) to build a rival, retailer-controlled payment system called CurrentC. They deliberately disabled or avoided NFC readers to bypass credit card processing fees. Peer-to-Peer Pioneers: While point-of-sale (POS) payments struggled, the digital transfer space saw early successes with platforms like PayPal and the introduction of Venmo, which focused on social and online transactions rather than in-store purchases. Apple Pay changed the landscape by utilizing its massive in-house device market share, enforcing strict security (like TouchID and FaceID tokenization), and striking direct deals with major banks and credit card networks, forcing retailers to upgrade their terminals (to NFC capable and EMV chip compliant).” After Apple Pay? “It took Apple Pay roughly 8 to 10 years from its 2014 launch to achieve mainstream dominance in the contactless mobile payment market. While it quickly became a major player among tech-savvy users, widespread retail adoption and broad consumer habit changes required a longer, steady build: The First Few Years (2014–2017): Adoption was slower than expected due to a lack of merchant infrastructure. In 2014, only about 7% of U.S. payment terminals accepted contactless payments. The Infrastructure Shift (2018): Growth accelerated as EMV (chip and tap) mandates pushed the availability of contactless-ready terminals to over 70%. The Tipping Point (2020–2022): The COVID-19 pandemic catalyzed a massive shift toward contactless payments. By the time the service had been out for 8 years, approximately 90% of U.S. stores accepted it, and roughly three-quarters of iPhones had a payment card linked to the wallet. Current Standing: While mobile wallets have fundamentally changed how people pay, and Apple Pay dominates the mobile wallet space, physical cards still process the majority of overall retail spending.” “Apple Pay thoroughly dominates the U.S. mobile wallet market, capturing the lion’s share of digital transactions and in-store mobile wallet payments. However, when looking at total retail spending, physical cards remain the primary choice. U.S. Market Statistics Mobile Wallet Share: Apple Pay accounts for roughly 53.7% to 92% of all in-store mobile wallet transactions in the United States, depending on the specific payment networks (e.g., debit networks). Overall Retail: Despite massive growth, in-store mobile wallet transactions still represent only a portion of all retail volume. Apple Pay accounts for about $450 billion in sales volume and roughly 6% to 10% of eligible in-store retail purchases. Rivalry: Competitors like PayPal, Cash App, and Google Pay are gaining ground in user adoption, but Apple Pay remains the undisputed leader in transaction volume among NFC tap-to-pay services. Global Perspective User Base & Volume: Globally, Apple Pay is utilized by over 785 million people, processing an estimated $8.5 trillion in payments. Continued'
on Ice Universe: The difference between Samsung and Apple is profound - 'Apple Watch: various types of digital smart watches existed along with analog watches BUT: “Before the Apple Watch’s release in 2015, the smartwatch market was a fragmented, niche space characterized by bulky designs, limited app ecosystems, and a heavy reliance on host smartphones. Devices largely served as basic notification mirrors rather than standalone health and lifestyle computers. The pre-Apple Watch landscape was defined by three distinct hardware approaches: Pioneer of Modern Smartwatches (Pebble): Originating via a massive 2012 Kickstarter campaign, Pebble proved there was consumer demand. It used low-power e-paper displays and physical buttons to achieve multi-day battery life, serving primarily as a notification hub. Smartphone Companions (Samsung Galaxy Gear, Sony): Tech giants released early iterations that were frequently tied exclusively to their proprietary smartphone lines. These models were highly experimental, occasionally featuring strange gimmicks like built-in wrist cameras. Dedicated Fitness Bands (Fitbit, Garmin): Instead of smartwatches, simpler, screen-less rubber bands were the dominant form of wrist-wear. These were used exclusively for step counting and basic sleep tracking. Overall, the early market was largely geared toward tech enthusiasts rather than mainstream consumers. Watches often suffered from clunky software interfaces and poor battery life, failing to capture global adoption until the Apple Watch combined fashion, health-tracking, and seamless phone integration.” After Apple Watch: It took two to five years for the Apple Watch to cement its dominance. While it debuted in April 2015, the trajectory of its market takeover unfolded in distinct phases: Immediate Market Share (2015): Despite entering a market already saturated with competitors like Pebble and Samsung, Apple captured roughly 75% of the smartwatch market in its first quarter of sales. Wearables Category Leadership (2017): Within just two years, Apple officially became the biggest shipper of all wearable devices, commanding over 20% of the broader global market. Industry Domination (2019-2020): In 2019, just four years post-launch, Apple sold an estimated 31 million units, surpassing the sales of the entire Swiss watchmaking industry. By 2021, the installed user base officially crossed the 100 million mark. Current Standing: The Apple Watch continues to lead the global smartwatch space, capturing roughly 23% of all shipments in a growing market.” (Today, Apple Watch and Watch Ultra dominates the premium Watch landscape, with focused on health, safety, emergency communications, and future health and safety initiatives. Despite the fact “it doesn’t look like a Watch.” Powered by Apple Silicon, as are MacBook, iPad, iPhone.) Continued'
on Ice Universe: The difference between Samsung and Apple is profound - '” Continued” I’m waiting (not very patiently).'
on Saturday Apple video: Apple’s Secret iPhone launch team - 'extraordinary, really. will we see another moment like that? Apple will continue to make great and amazing products but nothing will come close to the profound impact of the iPhone launch until there is a unicorn moment where all the impossibly precise conditions for a product like iPhone to emerge align and extraordinary effort is expended.'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - '(President Trump): The buck stops…over there! (President Trump just said if the Iran peace talks went well, VP Vance would get the credit. If not, he’d get the blame.)'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - 'Yup! One of the big potential problems of AI. Using “common” descriptions as truth.'
on Ice Universe: The difference between Samsung and Apple is profound - 'MacBook – perhaps THE seminal moment in Laptop/Notebook design, and widely copied and emulated but not duplicated. “If you are referring to the entire personal computer (PC) industry, the MacBook (and the Mac as a whole) has never dominated overall unit market share. Windows PCs have continuously held the lion’s share of the global computer market, with Apple typically hovering in fourth place worldwide behind Lenovo, HP, and Dell. However, if you are looking at the premium, thin-and-light laptop market, Apple established dominance very quickly and has held it for decades: The 1991 Foundation: Apple essentially invented the modern clamshell laptop layout with the 1991 PowerBook 100, which pushed the keyboard back to create room for a trackball and palm rest. It generated over $1 billion in revenue in its first year and quickly captured roughly 40% of the portable computer market. The 2006 MacBook Rebrand: When Apple officially transitioned its consumer laptops to the “MacBook” name in 2006, the brand surged in popularity. By 2008, the MacBook was the single best-selling laptop model of any brand in U.S. retail stores. The Modern Era: Apple has cemented itself as the undisputed leader in AI-capable PCs and premium revenue. In recent years, Mac shipments have vastly outpaced the rest of the industry, pushing MacBooks to an ~8-10% global unit share but a much higher majority share of the laptop market’s profits.” (What’s in a name, design, and branding, then proper marketing? Maybe everything! And of course, every laptop & notebook is a close copy, names included.) iPad – there were numerous tablets already on the market when iPads were launched. BUT: “Before the iPad launched in 2010, the tablet market was largely a niche, enterprise-focused sector rather than a mainstream consumer phenomenon. Early devices were clunky, expensive, and crippled by software designed for desktop computers rather than touchscreens. The pre-iPad tablet landscape was defined by several key limitations: Heavy reliance on a stylus: Early attempts at tablet computing, such as the Microsoft Tablet PC initiative introduced in the early 2000s, usually required a digital pen to interact with the screen. They lacked intuitive finger-touch or virtual keyboard support. Desktop operating systems on mobile chips: These devices often ran chunky, legacy operating systems like Windows XP Tablet PC Edition. Because the operating system wasn’t built for a slate format, navigation was notoriously frustrating, and they suffered from poor battery life. Niche enterprise audience: Instead of being used for browsing the web or watching movies at home, early tablets were primarily expensive, ruggedized devices used in specialized fields like healthcare, engineering, and the military. Lack of dedicated apps: The ecosystem for a consumer-friendly tablet experience was practically nonexistent. Users had to rely on standard desktop applications, which were practically impossible to navigate with just a finger.” After iPad: “The iPad established a near-monopoly immediately. Launching in April 2010, the device practically defined the modern tablet category. It took less than a year for the iPad to completely command the industry, controlling between 60% to over 80% of global tablet shipments throughout 2011. The timeline of that initial boom broke down as follows: The Launch (2010): Apple sold 300,000 units on launch day alone, moving nearly 15 million devices within its first nine months. Peak Dominance (2011–2012): Competitors like Android and BlackBerry struggled to gain traction early on. During the second quarter of 2011, Apple captured an astonishing 80% of the North American tablet market. Long-term Standing: While its massive 90%+ initial market share naturally eroded as low-cost Android alternatives emerged, the iPad has continually controlled the lion’s share of global tablet shipments—regularly holding between 35% and 45% of the market against fragmented competition.” (And counting revenue, well, it’s no contest.) Continued.'
on Ice Universe: The difference between Samsung and Apple is profound - 'There’s two key comments that didn’t make PED’s edit of Ice Universe’s commentary: “Consumers understand an industry through the narratives they hear. They judge leaders through the concepts that become mainstream.” Nowhere is that more evident than where Apple competes in a market, sooner or later. Whether it’s from existing market size, better marketing and communication, better design, or products that “redefine or disrupt” the status quo, Apple has done that, at least from the consumer’s standpoint. When Apple decides to enter or create a market, it may take its sweet time in trying to: 1) understand the market and devise / propose solutions to problems encountered 2) introduce when solution (hardware, software, services) is ready for prime time, with roadmap for improvements in hardware and software over time, probably 3 to 5 years out. 3) marketing to help most users understand how, what, when, why, and where, with practical demonstrations, all using Appl’e solutions. Jobs was particularly adept at showing how current competition needed improvement. 4) followup video and “influencer” demonstrations that will be repeated and reviewed by users as they become interested and ready to try. 5) rinse and repeat for all regions, all languages, all users as the product or service becomes available. Keep up the messaging to show it’s Apple is serious. 6) have patience as the market grows and comes around. Not everything is going to be an overnight sensation. 6a) gain and earn trust by delivering. Try to under promise and over deliver, not the other way around (see Apple Intelligence 2024) 7) self disruption and going upmarket is the best way to expand your market. Cases and examples: iPod – wasn’t nearly the first, but the first designed with users in mind. Per Gemini: “It took the iPod about four years from its release in 2001 to completely dominate the digital music player market. By late 2005, it commanded over 75% of the US market, shifting Apple’s image from a struggling computer maker to a consumer electronics giant. The iPod’s rise and absolute dominance can be traced through a few key milestones: The Slow Start (2001–2003): Initially, the $399 iPod was met with skepticism and was limited to Mac users. In its first 18 months, Apple only sold about 1 million units. The Tipping Point (2003–2004): Apple launched the iTunes Music Store and released iTunes for Windows, which made buying legal digital music easy and legally accessible. During 2004, sales skyrocketed by over 900%. Market Sweeper (2005): Apple released the highly popular iPod Mini, Shuffle, and Nano. By the end of the year, profits quadrupled, and they had seized a 75% market share. Peak Dominance (2006–2008): By 2006, the iPod generated 40% of Apple’s revenue. Sales ultimately peaked in 2008 with nearly 55 million units sold, firmly establishing it as one of the most successful gadgets in history.” iPhone – disrupted the iPod and then some. “The iPhone effectively established and came to dominate the modern smartphone market in about 3 to 5 years. Released in 2007, smartphones were a niche 4% of the U.S. mobile market. By 2011, Apple became the top smartphone maker globally, and by 2013-2014, iPhones were completely ubiquitous. The timeline of this market dominance unfolded in key phases: 2007–2009 (The Catalyst): The original iPhone launched with multi-touch technology, completely reshaping consumer expectations. By 2008, the iPhone secured nearly 20% of the U.S. smartphone market. By 2009, global market share had surged, spelling the rapid decline of previous leaders like BlackBerry. (Nokia, Sony and Ericsson and sank Windows phone too) 2010–2012 (Mainstream Explosion): The introduction of the App Store fueled rapid growth. In 2011, Apple officially became the top smartphone maker globally, surpassing Nokia and others. By 2012, the market had exploded, and iPhones commanded nearly 32% of the entire U.S. smartphone platform share. 2013–Present (Ecosystem & Premium Dominance): While Android eventually took the lion’s share of global unit shipments (due to cheaper, varied global options), the iPhone secured a near-total dominance in profits and the premium market tier. Recently, as of 2024–2025, Apple has achieved its highest shipment peaks in its history, officially overtaking Samsung as the largest global vendor of mobile phones.” Continued.'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - 'Hi, Rodney, Tell AI I agree that it was common but disagree that, especially in his later years, it was accurate.'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - 'According to AI- Yes, calling Steve Jobs a “dictator”—particularly a “design or product dictator”—is a very common and accurate description of his management style. He ran Apple with an iron hand, rejecting the traditional corporate structure of consensus, committees, and focus groups.'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - '“ Before Steve Jobs passed away, he advised his successor Tim Cook never to ask “what I would do” or try to imitate him, but rather to lead with his own judgment and do the right thing”- Fortune I did not mean for Ternus to run solo, but to bring his own individual skills and ideas to his leadership role, not make decisions thinking he had to imitate Cook. I believe Ternus has a lot to offer as CEO.'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - 'Upvoted for highlighting one, of many, assets that Apple has; And one that rarely gets attention. Apple’s decision process gives us investors confidence for the long term.'
on Saturday Apple video: Apple’s Secret iPhone launch team - 'At the final credits, Tripp Mickle is at the top of the credits as “Reporter”. Talk about a seeming discord….'
on Ice Universe: The difference between Samsung and Apple is profound - 'I agree, Bill. Like Samsung, Huawei is a close follower and general copier of Apple, apparently to the point of trying to emulate Apple’s ability to “shape perception”. That last is not a bad thing, and to the degree they are successful at it, they will thrive. The biggest problem Huawei has is its ties to the massive bureaucracy that is communist Chins. By definition, that stifles true creativity, which is Apple’s life’s blood.'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - '”I do hope that Ternus feels free to be able to run with his own ideas.” I’m not sure running “with his own ideas” is how we should put it. Apple is a team, a diverse team with a multitude of different ways of looking at things. Steve wasn’t a dictator, nor was Tim. Their strength was managing the team, keeping them focused, holding everybody accountable and pushing for ever higher results. Ternus is respected by his peers for doing the same things.'
on Saturday Apple video: Apple’s Secret iPhone launch team - '”I didn’t even ask them if they wanted one.” I gave iPhones to my daughter and ex-wife as Christmas gifts that year (2007). They haven’t used anything else since then. Since then I’ve given one to my sister, brother and partner. None have returned to flip or Android.'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - '“ What a benefit that will be for him as he transitions into the CEO role” I do hope that Ternus feels free to be able to run with his own ideas. But I agree that to have Tim Cook close is a great benefit.'
on Tim Cook makes Barron's list of 25 top CEO for 2026 - 'More importantly is that while Tim Cook is stepping down as the CEO, he is not stepping away from Apple. This will be IMO a far different schematic than what Tim Cook faced when he was handed the reins after the passing of Steve Jobs. For Tim it was probably like drinking from a firehouse for a period of time after he was put into the CEO chair. It ‘s the best of both worlds and having your cake and eating it too. John Ternus will have Tim Cook available for any questions or concerns. What a benefit that will be for him as he transitions into the CEO role. In sharp contrast to what Tim had to face when he was appointed to the position.'
on Saturday Apple video: Apple’s Secret iPhone launch team - 'Apple knows what consumers need even though the consumer doesn’t.'
on Joanna Stern: 'I spent a week with new Siri' (video) - 'Darren: Thank you. Thant’s an excellent summation of Apple’s competitive position in the marketplace today. Device prices are moving higher and Apple is creating an opportunity to increase the value proposition of Apple devices by crafting never-seen-before functionality with on device security and privacy. IIRC, during the keynote at WWDC customers will get a set amount of AI computing power for free. Additional services can be purchased through iCloud+. Apple One will take on even more relevance for today’s Apple customer. I know I’m likely to increase my annual spend with Apple.'


