Greg Lippert on How to turn an Apple Vision Pro into a retro videogame arcade - 'Well done!'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'Absolutely correct Greg. How long have we argued that tablets should counted as computers, computers with a different form factor, sorta like laptops or workstations. If tablets were counted as computers, the Apple would be the largest computer manufacturer in the world. Think about it: Macs use the same OS, the same silicon, the same networking radios, the same modems and the same storage as do iPads.'
on How to turn an Apple Vision Pro into a retro videogame arcade - 'They are going to trickle in at first, and then …'
on Mark Gurman: Apple will invite outsiders to the CarPlay party - 'No scoff from me. A capable Siri is out of the running for the near future.'
on Mark Gurman: Apple will invite outsiders to the CarPlay party - 'Hi, Greg: At what price, and not just to you personally? “The AI boom is so huge it’s causing shortages everywhere else The $700 billion AI spending spree has few precedents. Good luck finding an electrician or a reasonably priced smartphone.” “Excerpt From “The AI boom is so huge it’s causing shortages everywhere else” Shira Ovide The Washington Post https://apple.news/AhhSIaEq4QieFqyXcC4LibQ This material may be protected by copyright.” The case against AI in its present personification is growing daily.'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'Another guess: non-iPads get sold at a discount for industrial uses/Value Added Resellers'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'This calculation below is hard since no other tablet maker splits out tablet revenues on the bottom line. A guesstimate for Samsung tablets ASP’s. MX division revenues Q4 2025 28.3T KRW = $19.34B USD 81% is smartphones = $15.67B Remainder = $3.67B for tablets, computers, wearables. Let’s assign generously 50% of the remainder to tablets = $1.84B / 6.44M = $286, and Samsung had 15% sales share. I would assume all other tablet makers had lower ASP’s say down in the $150-$200 range.'
on Mark Gurman: Apple will invite outsiders to the CarPlay party - 'I often have long conversations with ChatGPT on highway drives. It’s become a great way for me to learn or explore something new—often in real depth. I even plan these conversations in advance, a bit like the “Chautauquas” in Zen and the Art of Motorcycle Maintenance for those who’ve read it.'
on Mark Gurman: Apple will invite outsiders to the CarPlay party - '“Siri assistant.” No such thing exists, at least as a functional piece of modern technology, relative to the innovations of others. This move is absolutely necessary, though, and I applaud Apple’s vulnerability and awareness. It’s either this or watch CarPlay slowly die. Siri has done a lot of platform damage, as user experience has waned because of persistent inaccuracies. My guess is that Apple envisioned a Car and working Siri a decade ago. Neither has occurred. A combined ~25 years of R&D with absolutely nothing to show for it (yet). The ecosystem that Jobs built continues to save the 15 year failure to innovate, otherwise known as Siri. As with Google Gemini being the brains behind the Apple Intelligence chassis, this is another instance of Apple relying on outside innovation to creep into the Walled Garden. This isn’t totally uncharted territory, to be fair, as Apple needed time to create and figure out Maps, but I’d argue that the innovation delta between Apple and the competition has never appeared greater. As an investor, this remains concerning and worth monitoring. Scoff as you may, but had anyone suggested even 3 years ago that Google Gemini would be the brains behind Apple Intelligence, they would have been laughed off the site. Yet, here we are.'
on Mark Gurman: Apple will invite outsiders to the CarPlay party - 'Re your take, PED. How about “Hey, Siri: open Chat GPT.” Then proceed.'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - '“Typo in the headline: The Q4 2025 market share in shipments was actually 44.9%. The 42.3% share was for last year’s Q4 2024.” Fixed. Thanks for catching that.'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'Probably more importantly, what is iPad’s revenue share? If market share is 42%, I bet revenue share is much higher… 60%… 70%??? iPads must have a considerably higher ASP than the rest of the market combined.'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'Lordy lord, Apple has a successful product that isn’t iPhone! Whoever would have thought that I wonder. I’m now definitely predicting a stonking good year for every product in Apple’s incredible lineup of beautiful things. Importantly, I also believe that the delayed gratification from Intelligence and Siri launches will also combine to make this a mega confluence of astonishing good news.'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'Heck yes. And that means Apple’s IB share is likely higher; or maybe active iPad user share would be the better metric. But that’s too complicated. Let’s just say; “We won.”'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'wrt to the growth amongst the 3 Chinese manufacturers … these are sell-in shipments. shipments into the channel not into users’ hands. the report says they are shipping to get infront of price increases – which to me probably means memory. there is no evidence that these shipments will turn into real sales anytime soon, whereas I am pretty sure what apple makes, people buy. so apple is most likely even further ahead in volumes than this chart depicts. let alone revenue and the ultimate metric profit.'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'It would be interesting to estimate the installed base. Probably there are more older iPads than tables from other makers. If more of your neighbors are using iPads maybe you are as well. I would guess a large part of the reason for Apple’s success is that success breeds success. Apple leads in sales, and especially profits, so they have lots of revenue to apply to R&D which builds a better, more robust iPad which leads to more sales.'
on Omdia: Apple's share of the global tablet market hit 44.9% in the Christmas quarter - 'Fred, Upvoted. I would add that iPads seem to last longer as well. Mine have never stopped working. I just wanted to upgrade the model I was using to something newer.'
on Las Vegas is betting that Apple will hit $284 in February - 'If that is the case, BART, is it also true that fully 58% of the bets expect AAPL to rise to between $300 and $336.'
