Steven Philips on Mark Gurman: Why Apple's HomeView? Why now? - 'Is Apple just showing how well it works with “threads” ? 🙂'
on Saturday Apple video: Steve Jobs, master storyteller - 'I think he misses something about the “Think Different” choice: “Different” is an adjective. This implies a noun. So what it the noun? Is the noun the “different” people in the 1984 ad? Or a prospective customer, who may want to think of themself as “different,” or an outsider, in some special way?'
on Mark Gurman: Why Apple's HomeView? Why now? - 'How long before I can get a handmade copy of that logo on Etsy?'
on Mark Gurman: Why Apple's HomeView? Why now? - 'Yes, worth watching for the plan(s). Apple One already has 3 tiers. Maybe they’ll add another tier, offer a stand-alone, and use Home as an on-ramp to existing bundles. Wait and see.'
on Mark Gurman: Why Apple's HomeView? Why now? - 'I will be carefully watching the subscription costs for these devices, especially the camera.This is an area where I expect we will see Ternus’ viewpoint on squeezing the services stone to get more revenue. Rumors are that it will cost $10 a month per camera for storage to access its AI features (face recognition, summaries, etc.). Not too bad but if one outfits the whole house it could be a lot, although probably still less than an ADT system — although there is a rumor Apple will work with ADT to have its own techs install the systems, so who knows how the pricing will develop. Maybe there will be a Home One plan where all the devices are included in an AI package that is reasonable. I’ll be watching carefully.'
on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'Steven, I agree with your assessment of “Foundation”. They contemporized it to the point where the source material no longer mattered. A classic like this deserved a better adaptation: more nostalgia, less visual hyperbole.'
on Saturday Apple video: Steve Jobs, master storyteller - 'Good point. Another aspect that can happen is that we tend to remember the good (iPhone, iMac, etc) and forget the bad (Lisa, ‘you’re holding it wrong’, etc)'
on Mark Gurman: Why Apple's HomeView? Why now? - 'Leveraging external technology takes time, but has always been part of Apple’s playbook. Apple’s “from scratch” AI never got off the ground. Perhaps it wasn’t supposed to. Regardless, licensing Gemini allows them to quickly deploy high-end AI, while simultaneously engineering its own 1 trillion parameter model slated for 2027. Most importantly, everything will run locally on-device or via Private Cloud Compute.'
on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'Q: Why didn’t Apple release this a month earlier, thereby qualifying for 2027 Oscar consideration? A: The next generation Apple Vision Pro won’t be ready until then.'
on Apple TV's take on William Gibson's 'Neuromancer' lands in January - 'Probably be great but the hype may deem it a disappointment.'
on This week's Apple trading strategies (10/12-10/16/26) - 'My hunch, even if this story has any validity at all, is that Apple is trimming and reallocating these internal parts for what they’re expecting to be substantial initial orders for the new Duo. A foldable phone without creases has never been made by anyone. Hence, Apple’s decision to produce a product that will eat up current market share probably has already caused upgrades to the 18 to be subsumed by expected sales of the new Duo.'
on Why Gene Munster is not worried about early iPhone production cuts - 'So is there any symbolism to the Apple “Welcome Home” embroidery of the multicolored Apple logo seen here?: https://nr.apple.com/Dj2Q8t1gn7 Could it be disparate threads being pulled together in an Apple technology stack? Could it be many home products being woven into a whole (Apple) that works well together? Or Apple wants you to feel comfort and safe like we used to when embroidery was more common?'
on Why Gene Munster is not worried about early iPhone production cuts - 'My impression of the new Apple home products and its partners arrangement so far. Apple is mostly providing the Hub and software (the Brains) and others are providing the compatible switches and devices (the Brawn). There may be more than a few Apple branded devices over time but they are really trying to play well with others in the ecosystem. Maybe this will be the fulfillment of the promise of “Home” control we have been waiting for. I can only hope.'
on Why Gene Munster is not worried about early iPhone production cuts - 'Apple isn’t ‘late’, but its efforts so far in home automation have been very underwhelming. Here’s hoping for a new emphasis, new stuff, and better integration than what I’ve seen so far.'
