Recent Comments

  • Bart Yee on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Gurman’s article sounds like it was written from talking to a source (person/persons) that misses the good old days, who wants to be promoted to a position of design power and control, where everyone would be reporting to HIM, and HE would direct where design takes the company, and where Engineering and marketing will be subservient to achieving Design’s goals. Said person, either inside or outside of Apple now, wants design to be “the focus”, nee “savior” of a company that has focused too much on engineering, (both hardware and financial) and much less on great designs wowing the masses. And by talking to Gurman (and maybe leaking product and engineering details and plans, thereby diluting Engineering’s thunder), they are trying to sew seeds of internal discontent into the aether and let it be taken from private to public. That’s not going to end well, and neither is Gurman’s and Bloomberg’s continuous push to portray Apple as in disarray. Perhaps Gurman isn’t getting his peeps to divulge enough, so he wants them to be more the center of attention?'
  • Bart Yee on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'To be fair to Ives, his EV design may have been better received if it was done for a VW, or a Chinese maker, or a smaller automobile company with no particular previous design cues, history, or ethos to be tied to. IMO, it’s a perfectly serviceable, acceptable, and, dare I say it, reasonably bland design of form following function. But for a Ferrari, or Porsche, this much of a design departure just doesn’t and wouldn’t sit well with the Ferrari Tifosi or fanatics, who will say, “I know what a Ferrari should look like, and this isn’t a Ferrari.” And that’s the rub, in that market, going with a completely new design is a huge risk, and I’d say to the Ferrari design exec who collaborated with Ives and signed off on it “Did you read the room? Did you do exclusive previews and get feedback? Are you specifically targeting new and younger owners who are wanting Ferrari to make a clean design break?” Because if the above are true and you Okay’ed it, you might want to polish your resume.'
  • Les Surdykowski on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'So is Gurman a tech pundit, analyst or reporter? Does he even know? I don’t mind being exposed to differing points of view but you have to earn my respect as an analyst or pundit and you don’t do that by simply acting as the Apple version of a Star Wars prequel spoiler source'
  • Gregg Thurman on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - '”We all need to know what the media is saying” Do we? The media’s focus is always on the negative: “if it bleeds, it leads”. What would happen to the world’s collective mental health is news were balanced between positive and negative news, shifting one way of the other as befits the overall activities of the day/week/month vs actively focusing on the negative in everything? For me, since cancelling all subscription to “news” excepting Apple News and Apple 3.0, my overall disposition has improved a lot. A LOT.'
  • Charles A. on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Come on, Gregg, don’t be an ostrich. We all need to know what the media is saying: the bad, the good, the pro’s and cons. I for one do not want to bury my head in the sand.'
  • Bill Donahue on Ice Universe: The difference between Samsung and Apple is profound - 'Mic drop to Bart! That could have easily also been posted as a response to Gurman’s “Apple has lost its design mojo under Tim Cook” bloviating.'
  • Bill Donahue on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'I absolutely second that opinion, James! When left to his own devices, Jony Ive goes way too far down the navel-gazing, minimalist design rabbit-hole. Yay, he designed a new rostrum for Christie’s auction house! And clothing created from a large single, folded piece of material! And then of course there’s the interior and much of the new electric Ferrari “Luce” – which was roundly panned by everyone, including one commentator who described it as “the Apple car that nobody wanted”. So amazing was the design that on its public reveal Ferrari stock immediately tanked 8%. What’s funny is how often people criticize Tim Cook for not having done anything significant since Steve Jobs, but Jony Ive continues to be lionized by people like Gurman, despite not having done much of note once he stopped working under the supervision and direction of Jobs.'
  • Bill Donahue on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Sure, the design excellence of Apple is a thing of the past. I guess it was just dumb luck that resulted in Apple coming up with M-series of chips. And my impression was that back in the day Apple kept various teams separate and firewalled, and that the only people privy to what was going on with many of its products and technologies under development was on a need-to-know basis especially when it came to what the group under Jony Ive was playing around with. As opposed to Gurman’s “need-to-be-inspired” basis. Am I wrong in that impression?'
  • Raymond Poh on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Hasn’t industrial design been a part of Ternus’s portfolio after he became head of hardware? If so, he hasn’t done anything to help with the design, so how is that going to change? VisionPro looks good but not very functional due to the weight. Isn’t that part of the ID team’s responsibility to ensure that the device is to start, extremely usable daily? Doubt much will change. Will need not a design person, but more an ideas and vision person more aligned with Jobs.'
  • David Emery on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - '…. And we know what such orifices are full of…'
  • Steven Philips on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Let’s see if I understand this. Gurman says Ternus said (Apple) would keep focusing on design. So Gurman with his after the fact pontification says Apple should focus on design? Brilliant! I’ve got a great idea, too. Apple should make a watch! Color me brilliant! 🙂'
  • James Hillhouse on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'I never cease to be surprised at Gurman’s ability to express his sense of self-importance. I would counter Gurman with my own (unwanted) view of why the Jobs-Ives era worked. It boils down to Jobs as a sanity check on Ives’ tendency to design the ultimate slab, with Jobs nudging that a product had to actually be useful for people. To this customer, since Ives’ left Apple in 2022, the slate-focused design trend has yielded to something that better balances form and function. Products such as the MB, MBPro, iPhone, and iPad are much better than they were in a very long time, certainly since the mid-2010’s. Now I shall hush.'
  • Joseph Bland on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Hey, opinions are like anal orifices; everybody has one. But some are more like anal orifices than others….'
  • Fred Stein on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'For years Gurman has demonstrated that he doesn’t understand Apple at all. Now it seems he doesn’t even know that Ternus has been in charge of the design team since he joined. Apple Watch validates his design chops. The rest of the smart watch field, broadly defined, remains a discordant mess, with basically no 3rd party App ecosystem.'
  • steve dubinsky on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'what a blowhard gurman is'
  • Gregg Thurman on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'When you hold up an Apple product everybody knows what you have. That isn’t good design, it’s GREAT design. If it ain’t broke, don’t fix it, comes to mind.'
  • Gregg Thurman on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Still don’t understand why Apple 3.0 continues to print his tripe. My daily life would improve by an order of magnitude (maybe two) if it wasn’t. Especially on the same day that Bart blessed us with his contribution the collective wisdom of Apple 3.0.'
  • Rodney Avilla on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Gurman must subscribe to Tommo’s blog.'
  • John Konopka on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'Design seems good now. The software UI and bugs need more attention.'
  • David Emery on This week's Apple trading strategies (6/22-6/26/26) - 'That would follow the pattern of “The Newton was 13 years too early”, right?'
  • David Emery on Here's what John Ternus needs to do about Apple ID, says Mark Gurman - 'My comment to this is partially NSFW: bleep Gurman and the horse’s ass he rode in on. Seriously, I’m not sure how much value to the PED3.0 community repeating Gurman has going forward.'
  • Joseph Bland on This week's Apple trading strategies (6/22-6/26/26) - 'GREAT perception by Horace today on Asymco Plus: Was Siri just thirteen years too early? by Horace Dediu I suggested it should be broadened to “Were computer assistants like Siri thirteen years too early?” That levels the playing field, IMO.'
  • Gregg Thurman on Ice Universe: The difference between Samsung and Apple is profound - 'I’d suggest that Bart stitch all of these together into a single .pdf, and post them all over the internet (especially on Android sites). Special attention should be given to bloggers. Bart, I’d rather enjoy having a .pdf copy I could put into Books for quick access. I’d like being able to quote its passages when debating with Android cheapsters. This work is tremendous. Can it be distributed via Apple Books? At 99 cents per, my guess is that it’ll pay for your next vacation to the Mediterranean. It might even cause the creation of an AI generated “book” section. '
  • Carl Sullivan on Ice Universe: The difference between Samsung and Apple is profound - 'Great stuff Bart. Appreciate you'
  • Robert Stack on Ice Universe: The difference between Samsung and Apple is profound - 'Bart: Thank you (and Gemini) for that series of comments. A real tour de force!'
  • David Emery on Ice Universe: The difference between Samsung and Apple is profound - 'Actually, I’d suggest PED consolidate those posts and create a new PED30 entry from them as a single ‘stream’.'
  • Jonny T on Ice Universe: The difference between Samsung and Apple is profound - 'Bart, I am not patient enough to read this opening each post. If you could share a PDF I can add it to my Books app and enjoy reading it all at leisure on my Friday flights to Sicily. Thank you Signore!'
  • Bart Yee on Joanna Stern: 'I spent a week with new Siri' (video) - 'Even Star Trek starship computers of the 2260’s had compute time, sometimes saying “Working!” while using compute cycles. Pre and post Kirk and Next Generation computers of 2360’s still had female voices. Some still required to restate the questions, or provide more information, much like ChatGTP asks today. Hopefully, we gain less latency, and more accuracy.'
  • Bart Yee on Ice Universe: The difference between Samsung and Apple is profound - 'Hope you enjoyed that, nice exercise in using Gemini AI to help suss out details and perspectives based on published articles. I look forward to being able to use Siri AI to do the same thing via Safari or natural language inquires.'
  • Bart Yee on Ice Universe: The difference between Samsung and Apple is profound - '“Does anyone or tech company competitor to Apple (like Samsung, Xiaomi, Huawei) have a similarly successful Services component to their business?” “None of Apple’s direct consumer hardware competitors have replicated the massive, recurring services profit that Apple enjoys. While others boast vast, active user bases, their internet and services divisions act primarily as loss-leaders or low-margin drivers to sell physical hardware. The service strategies for each competitor differ: 1. Xiaomi The Model: Xiaomi uses its massive 754.1 million global Monthly Active Users (MAU) to drive revenue through advertising, pre-installed apps, and fintech. The Scale: While internet service revenues hit a record 37.4 billion yuan, ($5.5B USD) they still only make up roughly 8% of Xiaomi’s total group revenue. The Catch: These services primarily subsidize their budget hardware; they do not represent a premium, subscription-based “ecosystem lock-in” akin to Apple’s. 2. Samsung The Model: Samsung operates the closest analog to Apple’s premium global ecosystem, but it relies almost entirely on the Google Play ecosystem for its Android software and services. The Scale: Services like Samsung Wallet, Galaxy Store, and Samsung Health are massive engagement drivers, but they are not standalone financial profit engines. Samsung does not break out standalone services revenue, as its profit is dominated by hardware and semiconductor chips. 3. Huawei The Model: Following U.S. sanctions, Huawei was cut off from Google Mobile Services. To survive, they built Huawei Mobile Services (HMS) and the HUAWEI AppGallery. The Scale: Huawei offers premium subscriptions for Huawei Cloud, video, and music, alongside developer services. However, their primary focus remains enterprise ICT, telecom infrastructure, and selling physical hardware.” “What about its Mag-7 competitors?” Comparing Apple to its Magnificent Seven (Mag-7) peers changes the entire dynamic. While direct hardware rivals treat services as an afterthought, Apple’s Mag-7 peers are heavily services-dominant platforms. Alphabet, Microsoft, Amazon, and Meta do not just have “similarly successful” services components—their services segments are much larger, structurally distinct, and in several cases, significantly more profitable than Apple’s Services business. Key Financial Overview Alphabet (Google) Search, YouTube Ads, Google Cloud, Play Store~$400+B Very High margins (Driven by advertising scaling) Microsoft Azure Cloud, Office 365, LinkedIn, Xbox~$240+B High Margins (Enterprise to enterprise software) Amazon AWS Cloud, Prime Subscriptions, Ads~$220+B Mixed margins (Low on Prime retail, massive on AWS) Meta Instagram, Facebook, WhatsApp Advertising~$150+B Extremely High Margins (Pure digital ad network) Apple App Store cuts, iCloud, Apple Music, Apple Pay~$100B-120B ~74% (Extremely stable & profitable)'