Gregg Thurman on A deep dive into the Duo by a 6-year Android foldable user (video) - '” The specs look awesome.” I have to wonder at what point does camera ability exceed the average person’s needs, and photography stops being a significant upgrade driver. My Ford GT had a top end of 220mph (certified by Ford to be 212mph on mine). I never had it above 150mph. I could afford to pay extra for the bragging rights, but I was in an extreme minority.'
on Premarket: Apple is red - 'After reaching an intra-day high of $336.22, Apple finished the day up $5.70 or 1.75% at $332.27. Apple is yet another hardware maker benefitting from today’s AI-related hardware boom. It’s good to see the Mac maker trading again in the current price range.'
on The John and Joz show - 'I can say that I’m getting excited. After all the stumbles, all the doubts — the mood is changing. The change from Gruber to Tom’s, the change from Cook to Ternus, it starts to make sense. Seeing a CEO of such a company talk in that way, with remarkable technical competence, and at the same time disarming humility — feeling like a regular guy, seemingly a peer of Joz without losing the aura of a leader. He knows how to listen, he knows how to answer, he is authentic, empathetic, simple and multiple at the same time. That interview is very revealing, and it makes me aware of what the transition from Cook to Ternus really could mean, but also — stunningly — what the transition from Jobs to Ternus could mean — times are changing. I feel good!'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'Noise….. You can record conversations 1000 different ways. This doesn’t store any audio (watch the interview in another post). It just listens, summarizes and discards audio. More private than many other solutions.'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'I’m very hard of hearing. I see value in situations where you can’t really ask someone to repeat themselves. But really not as much value as if I actually DID. Have a recording I could go back to. That’s the price of granting privacy.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'Here is another. https: //youtu.be /CEgynoERrqc (I added spaces to the url to survive posting) Much of what he says is familiar. The interesting thing in this was how much he appreciated the fit and finish. One thing he mentioned is the hinge. When you close the Duo, at the last instant there is a satisfying pop or click. You know a group of engineers worked hard at getting that sound just right. I can’t wait to go to an Apple and experience this.'
on Premarket: Apple is red - '@Joseph: Here are the recent short figures; Short interest was (146.547) Million as of July 15, 2026. 3.05 Short interest was (141.606) Million as of July 31, 2026. 2.42 Short interest was (116.327) Million as of August 14, 2026. 2.52 Short interest was (139.749) Million as of August 31, 2026. 3.53'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'I suspect that one reason the Duo pre-orders do not even start until next month is to give Apple another month of stockpiling models before the flood of Christmas orders hits. I think that the delivery times will rapidly extend into next year. And the Pro/Pro Max will be grabbed by those who not only want the latest but also care about taking pictures. The specs look awesome. And Apple gets an extra six months of producing the 17 until the 18, which, due to Moore’s law, should be cheaper for Apple to make. I suspect that after seeing their first-adopter friends with the 18 Pro/Pro Max and Duo, many may want to upgrade in 2027. My main question is whether 17 sales might drop off with people waiting until next year? I bet Apple knows.'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'It seems surprising to me that many people seem to assume that they have a right to privacy when in a public area. Such a right does not, and has not ever existed (please do correct me if I’m wrong). Don’t get me wrong- it definitely bothers me whenever someone walks by with thick glasses that they may be recording. But I also believe Apple is trying to alleviate that concern. Whether they have done enough is yet to be determined (by the consumer). In the meantime, remember what Thumper told Bambi- “If you can’t say something nice, don’t say nothing at all”'
on Premarket: Apple is red - 'So I guess the concerns about Apple growth after the earnings report are disappearing since the stock has recovered most of the fall. Now we are starting to get into interesting territory as to how the market will evaluate the reception of the new Iphone’s release schedule. Since there is no basic Iphone 18 yet will that turn out to be a way to smooth out the growth spikes in other quarters. Will Apple be able to upsell the consumers who would normally by the basic Iphone to the Pro models? Or will they think they should have released the basic model on the normal schedule? We will see.'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'I was less impressed with this part of the presentation and felt that it reeked of… Meta.'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'Definitely worth the 15 minutes. It bodes well for sales of the device. It sounds like they will sell every one that they can make for at least the next year. One big question is how many of these can they make? edited'
on Apple's iPhone Duo: What the analysts are saying - 'Morgan Stanley and Goldman Sachs have weighed in.'
on Premarket: Apple is red - 'And the AI-generated “Apple stock overvalued despite new Watch launch.”'
on Apple's Live Rewind and Siri Recap: The 'Creep Factor' - 'In Apple We Trust – because they’re the only trustable computer left standing. If it’s on-device only, then Apple gets a bye. Where was/is all this indignation for those who truly do look and listen in, and have for years now? Everyone else doesn’t even try to maintain privacy, and it’s Apple that gets attacked? Really?? Tell you what. Go after the baddies first. Get them to neuter their AI spyware first. Level the playing field by enforcing privacy at least to the degree Apple has done. Won’t happen…'
on A deep dive into the Duo by a 6-year Android foldable user (video) - 'If a dyed-in-the-wool Android foldable user is this impressed with the iPhone Duo, then yes, Virginia, they will sell a metric ton of these.'
