Bart Yee on The iPhones of March: Top sellers in 7 of 8 countries - '“Interesting that apple has Top 5 in Japan without a pro model. What to make of that?” See the Japan Data below for Sept. 2025, when iPhone 17 launched, the 17 Pro did take a substantial portion of sales. My sense is Japanese user are conservative and don’t like the largest models due to size, cost, and ostentatious appearance, unlike China and Korea who are very status conscious and willing to show off. By March Quarter, those who wanted a Pro model got them already, and sales of smaller value models then predominated. Apple continues to hone and address each market’s specific needs and is happy to let the market decide which models work best, as long as they are iPhones and Apple devices. The trust and loyalty that Apple has developed over the years speaks to how well they have delivered in user satisfaction and performance.'
on Hands on with Siri AI (videos) - '” and then actual users (including normal ones LOL) will discover when it rolls out post-Developers period ” The beauty of 500+ Apple Stores will shine like never before, as Apple hosts AI classes for the masses. A seat at that table is going to be a prized possession for years. She could bring AI to the masses like that, excepting Apple. I’m going to be a frequent attendee, just to see what the hoopla is all about. I may even start to use it. Bravo MacBook Neo, public school classes and night school at community colleges. How much ya wanna bet Apple has already planned for this with teacher training materials and curriculums.'
on The iPhones of March: Top sellers in 7 of 8 countries - 'Great to see Apple crack 2 of the top 3 models in India. I assume that is no minor achievement. I am pretty sure Germany used to be a place where Android was pretty popular and would have a couple androids in the top 5. Interesting that apple has Top 5 in Japan without a pro model. What to make of that?'
on M.G. Siegler: Apple wins - 'The funniest part of this is that AI is in absolutely no way new. So really what we’re calling early adopters is just the front edge of mass adoption of consumer-grade products. It’s like calling the first people who bought PCs “early adopters” or even “innovators” in computing.'
on Hands on with Siri AI (videos) - 'Romeo Esparrago said: “could be the reason AAPL has recovered to 315+.” **Not $315+ yet…but soon! 🙂'
on Hands on with Siri AI (videos) - 'Yes! Assuming the realization of how Apple Intelligence will really pay off as honest reviewers see it now and then actual users (including normal ones LOL) will discover when it rolls out post-Developers period could be the reason AAPL has recovered to 315+. Up up & away, my beautiful balloon, so we can fly into the Fifth Dimension!'
on Hands on with Siri AI (videos) - 'This is going to be HUGE! Only Siri will have direct access to the user’s private info and from the “real world” demos we saw above, it looks like Siri is seamlessly cross-referencing across apps and providing accurate results. Plus the UI/UX looks very Apple-like. For normal users — which is most of them — there will be no need for any other AI app. OpenAI and Anthropic must be getting a little nervous.'
on Premarket: Apple is green - 'It’s a great way to make a living 🙂 And how its easier to make money when you have money.'
on The iPhones of March: Top sellers in 7 of 8 countries - 'Germany appreciates quality construction.'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Brent – thanks for that link!'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Another good video from Nate B Jones. A “busy” video, but I think he distills Apple’s plan/opportunity well. AI is the device in your hand, not a chatbot in the cloud. At the 9:40 minute mark of the video covers moving inference to the device from the cloud. https://youtu.be/t7L6-fMpxFc?si=t7Ph7TEFPzWfVekj'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'You know, Fred, trustable AI could really be useful. For example, I just posted a bit on another thread, but made a slight mistake because of a glitch in mentally converting from percentage increase to X times increase. AND I could only extrapolate off a small set. But doing a large extrapolation and conversion plus laying it all out in a list would be duck soup for AI, with far less of a chance of error. It’s like the differences between long-hand calculations, slide-rule calculations, and calculator calculations: AI is going to “disappear” everything except the answer you wanted – IF it can be trusted! That’s why it needs to be able to also show its work, but also not tread on your privacy. And Apple has just clearly demonstrated that they have the inside track both on privacy and jumping relatively quickly to the answer you’re looking for. And I’ll bet that, if asked to, “Apple I” (Apple Eye?) can also show you how it got there.'
on Premarket: Apple is green - 'Selling insurance to pessimists, I love it. Getting paid with the “risk” that I may be forced to buy more AAPL at $170! Yes please!'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Great insights on what consumers pay for, but how does this apple to Apple, especially iPhone? And more so with AI? People buy iPhones for ALL the work they do. These jobs to be done vary widely amongst consumers. Because Apple, and it’s 3rd party Apps, do so many jobs, it doesn’t matter which ones make money for Apple or third parties. What matters is that the number of consumers buying into the Apple ecosystem keeps going up and the ARPU keeps going up? They spend more because Apple devices keep increasing the jobs that can be done. And yes, entertainment is a job of sorts. Still it is a long long road. Some family members still don’t now how to add a contact that I send via iMessage.'
