David Drinkwater on Mark Gurman: New Mac Mini any day now, AirPods with eyes not until next year - 'I’m sorry: “government leaders” and technology? The best way to get government leaders involved in technology is unfortunately through the military, but most importantly, to tell them to spend money and then get the hell out of the way. (This applies more broadly than just technology, actually.)'
on Premarket: Apple was green, turned red - 'Apple ended Tuesday trading off $0.44 at $309.90, recovering from the session low of $308.21 at 3:10pm. I like the new Macs, the new leasing program (available on the new Mac Studio) as as well as what’s expected for the new iPhones to be released this fall. I plan to be patient on my expectations for the share price.'
on Errol Brandt: A tale of two awesome families of Apple chips (video) - 'Is there any way to subscribe to his videos besides You Tube? I don’t have – or particularly want to have – an account, but if it’s the only way I might have to.'
on Premarket: Apple was green, turned red - 'Robert, if you’ve walked through a DSG store recently you wouldn’t be surprised. Staples is probably next.'
on Premarket: Apple was green, turned red - 'IMO, this isn’t the announcement everyone is looking for, it requires some deep thinking to understand its importance. That isn’t going happen until revenue starts climbing. Yeah, AAPL is down a bit from yesterday, but it continues to trade within the channel I recently described. No worries here.'
on Mark Gurman: New Mac Mini any day now, AirPods with eyes not until next year - 'Thanks Daniel, That’s the magic of advanced packaging – allowing mixes of generations of silicon technology, or ‘nodes’ on one package. And this magic is really hard. Tim raised concerns about advanced nodes in the last (his last) earnings call. This may also address the question of whether Apple should get into the memory chip business. No, they want their firepower on the highest value area, chip design. Memory, like all commodities, is subject to wide price fluctuations over the long term.'
on Mark Gurman: New Mac Mini any day now, AirPods with eyes not until next year - 'In response to Roger’s question John Gruber probably nailed it. “Bend over”.'
on Mark Gurman: New Mac Mini any day now, AirPods with eyes not until next year - 'I’ve been thinking exactly this for most of this year, Gregg. At what point do government leaders who are being asked to give massive tax cuts and subsidies to the hyperscalers to build their massive energy- and water-sucking datacenters clue in to the fact that that model is in serious jeopardy.'
on Mark Gurman: New Mac Mini any day now, AirPods with eyes not until next year - 'I asked Gemini “does apple purchase memory from third party vendors for their SOC?” Yes, absolutely. While Apple designs the custom processor architecture (the CPU, GPU, and Neural Engine logic) in-house, they do not manufacture their own memory chips (DRAM). Instead, Apple purchases the physical memory dies from major third-party semiconductor manufacturers. The primary suppliers that provide these high-speed memory components include: Micron (a major historical and current primary supplier for many of Apple’s devices) SK Hynix Samsung How It All Comes Together Procurement: Apple buys raw memory chips (such as advanced LPDDR5X DRAM) from these third-party vendors. Advanced Packaging: Apple ships its custom-designed silicon processors alongside these third-party memory chips to contract manufacturers—most notably TSMC. Integration: Using specialized packaging techniques (like InFO-PoP or Integrated Fan-Out Package-on-Package), TSMC physically mounts and interconnects the third-party memory directly onto or right next to the Apple processor die. This creates the final unified system-on-a-chip module that goes into an iPhone, iPad, or Mac, combining Apple’s proprietary processor design with mass-produced memory hardware from global semiconductor leaders.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'I do have a thought: How will you type on this darned thing? Because I have big, clunky hands, I have to either type on my iPhone with one hand and essentially “move” the iPhone with the other to get an angle (the source of a LOT of my typing errors, btw) or I have to try to use two hands and type with my two index fingers – really tough, ergonomically challenging and literally tiring on the iPhone Max. And it won’t be helped by the increased weight, IMO. So you’ll basically need to either fold it back to an iPhone to type anything or prop it on a flat surface like presently with an iPad, and if you want to have an inclined surface to improve that ability, you’ll have to have some kind of gizmo that’s attached to the “back” that swings out – or have something attached to a protective cover that swings out… …and now I’m thinking you’ll need a second screen on the outside, adding even more complexity, cost, and weight… Nope. A foldable iPad I can see, with a single foldable screen. A foldable iPhone sounds a lot like a boat anchor….'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'I think the critical question is: How well does this thing work as a pocket phone? How thin? How light? How much battery life? I think Jerry’s hypothesis is intriguing. But the opposite could be truer: That the foldable is actually a very weak replacement for an iPhone …and a very weak replacement for an iPad as well. Two weak things do not add up to something strong. I love the idea of being able to unfold my beloved iPhone into something larger. But I have a hard time imagining how that could be accomplished without making a very sub-optimal product. (Case in point: iPhone Air.) I hope Apple has figured out something dazzling here. Based on the iPhone Air, I’m not betting on it.'
on Errol Brandt: A tale of two awesome families of Apple chips (video) - 'Definitely a worthwhile video to view. The next video I saw, MSFT broke OpenAI, was also very interesting. The evil empire may not be totally asleep. The video also talks about other problems with OpenAI as a company.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - 'Good discussion All. Hypothetical. Assume 100 percent of the Fold purchases come at the expense of a purchase of a different iPhone, ie. 100 percent cannibalization. So Apple makes its 35 percent profit on a $2000 dollar purchase instead of a $1100 purchase? I think I can live with that.'
on Apple foldable: Jerry W. Doyle is prepared to have the last laugh - '“Use case” matters. Tim Cook seemed hollow and cold in his presentations. Jobs always sold the use case. He *told you* why you needed one and got you excited about it. Cook never did that. He just told us how scored *he* was. Now it’s up to Ternus. This will be a huge test for him and one I’ll be watching closely.'
