George Kiersted on iPhone Duo for $5K - 'Would such a markup be worth it to a content creator/influencer, I wonder?'
on Saturday Apple video: Here's to the crazy ones — 3 times - 'You’d have a hard time not including him, despite his politics.'
on Saturday Apple video: Here's to the crazy ones — 3 times - '”….If we use my voice, when people find out they will say it’s about me,’ he told Clow. ‘….It’s not. It’s about Apple.’” And this quote clearly illustrates the genius of Jobs.'
on Apple's iPhone Duo sold out - 'The Apple Store in my mall suffered water damage (alongside the Vuori next door). Guess I won’t be checking out the Duo anytime soon.'
on Apple at $343.46: Third record close this week - 'If those peaks are early session buybacks, Apple is losing money! I thought buy high, sell low was MY strategy. 🙂'
on Apple's iPhone Duo sold out - 'I duly “”Prepared to Preorder” on Monday 10/12. I got my confirmation that my Pre-Order was accepted. I went online at 7AM local (CST, 5 PM PST) today as instructed. The Apple website was a little wonky and I was unfortunately forced to reset my icloud, etc., password and suffer through illegible captcha’s, but ultimately got my password updated. Then I went back to my Pre-Order confirmation and had to log in and out once or twice to eventually place my *actual* order. At the end, I could obviously not “Pick Up In Store”, because there is no in-store inventory yet, so I shipped my unit to the Apple Store Knox Street with my name on it. There in no way in hell I am shipping a $2400 box to my front door when I don’t know exactly when it will arrive. I will ask for forgiveness at the Apple Store in the coming days. Apple should obviously have a “shipment” option that is to deliver it to the Store for pick up. That seems like a totally Un-Apple no-brainer. Bottom Line: it delivers Monday, January 25 by Express Delivery. Ha! That is only a few days after my birthday, so Happy Birthday to me!'
on Apple at $343.46: Third record close this week - 'That’s quite a chart – the price is up nicely in a spike just about every morning, then declines as the day goes on. Profit taking I presume. And yes Michael, pretty impressive considering the rest of the market!'
on iPhone Duo for $5K - 'Clearly Apple throttled supplies to create an artificial shortage for a device no one wants in the first place… Apple is doomed, as always.'
on Apple at $343.46: Third record close this week - 'Even more impressive with the fact Nasdaq was down nearly 573 points. With all of the prior hysteria about Apple being behind in AI while everyone else was spending bazillions on Capex, it brings to mind a chant heard long ago from the fans in Yankees stadium: “Who’s your daddy?”'
on Apple's iPhone Duo sold out - '“…believed that Apple has fewer of the iPhone Duo manufactured than normal.” Normal for when it introduces a foldable for the first time? Of course there are fewer than for the regular models! That’s not a “normal” to normal comparison for the launch of this product.'
on Premarket: Apple is green - 'Yes. Another all-time closing high of $343.46, up $1.46 or 0.43% on the day and yet another day this week in which Apple’s share price moved lower in afternoon trading. The high on the day was $347.82. Apple ends the day and the week with a market cap of $5.013 trillion, according to Yahoo! Finance.'
on Premarket: Apple is green - 'Well, at close AAPL managed to close green at $343.46, up $1.46 to close at another incremental ATCH, 4th this week. Volume was above average 52.5M shares. The rest of tech closed in the red today.'
on Premarket: Apple is green - 'With about twenty minutes remaining in today’s session Apple is up $1.55 at $343.55. The rest of the tech sector just isn’t doing well (intentional understatement). As unpleasant as a pullback may be (the NASDAQ Composite is off 2.36% today), it may be create some long-term buy opportunities as multiples market-wide continue to compress.'
on Premarket: Apple is green - 'Coming up on 12:10 pm PDT, and the 3pm hour EDT, the markets have gone full red as tech companies continue to sell off. AAPL had resisted that for much of the session but it’s getting slightly dragged into the red as well, now off a modest 0.20%. That’s pretty good compared to the up to -4% for big ai players like META and up to -6% for smaller players like ORCL and INTC. We’ll see if AAPL can turn green by close.'
on Premarket: Apple is green - 'Looks like a rout in the markets today. Apple is down a fraction of a percent with an hour left in trading. Not sure what is driving this. CoreWeave is down about 13% and Oracle is down about 5%. If Oracle’s bond rating drops just one level they become junk bonds with lots of consequences. Inflation is high. Saudi Arabia is in danger of being overrun. Pick your poison.'
on Apple antitrust: Epic Games and PayPal lobby DOJ for tougher terms - '“ designed to work better with each other than with other products.” I agree. I have a very difficult time trying to understand epic’s point of view. The only issue I could see where they might have a point would be if Apple is actually going out of their way to interfere with their products working with Apple products. I would not think that that would be the case, only that Apple is able to produce products that can interact with each other easier.'
on OpenAI promises not to use Apple trade secrets — for now - '“As an Apple investor, I vote that Apple roll their own…” Of course, if the deal with Meta hasn’t yet been finalized, that may be exactly what Apple ultimately decides….'
on OpenAI promises not to use Apple trade secrets — for now - '“…why would Apple not want to stick with its own open-weights system? ” I suppose there is the very real likelihood of monopoly court challenges. And in the sense that Apple is in fact the only fully-protected computer system out there, including iCloud security, that would be a monopoly of sorts – albeit a monopoly only because Apple alone has worked to achieve it. Still, “monopolies” are legal for a period of time – they’re called patents – and nothing stops, say, Microsoft from starting from scratch and eventually getting there as well. And in the meantime, as these cases drag through the various world-wide courts, Apple can continue to build out its hardware and grow its installed base of deeply satisfied customers…. As an Apple investor, I vote that Apple roll their own…'
on OpenAI promises not to use Apple trade secrets — for now - 'Hi, Richard. Well, there is the “first mover” advantage. If Apple green-lights them before any other open-weights system, then they get immediate access to what in a few years will be a LOT of devices. But my question is – why would Apple not want to stick with its own open-weights system? They could guarantee privacy….'
on OpenAI promises not to use Apple trade secrets — for now - 'There’s a good in-depth interview with Steve Eisman, one of the people described in “The Big Short” who saw early on that the whole mortgage-backed securities investment landscape was a bubble ready to pop, on New Money’s Youtube channel, in which he discusses what he sees an impending AI bubble burst. It went up on October 2nd. https://www.youtube.com/watch?v=Zw0I7kb6zg4'
on OpenAI promises not to use Apple trade secrets — for now - 'Good morning, Richard. I “thumbs-upped” your comment. And I too am suspicious of Muse. Meta’s empire is based on a rapacious appetite for (uncompensated) user information. If a way for Muse to monetize Apple Intelligence is not obvious, then Occam’s razor says it’s (a) really sneaky and (b) involves some kind of theft, probably of Apple user’s personal information. That said, I don’t think Apple will in any way risk its users’ data. Note that Apple’s deal with Alphabet was predicated on a strictly hands-off approach. Also, if Apple can “defang” Meta’s Muse, it can defang other open-weight models. And that would be nothing but positive for Apple users who want to tap into the value proposition that Apple Intelligence represents.'
on Apple's iPhone Duo sold out - '“That could be because of the many reports of delays in manufacturing over such a complex new design.” And the moronically uninformed criticisms have already begun. If there’s one thing we all know about Apple, it’s that they start to sell new products without first having a very clear understanding of how complex they are and what they cost to manufacture, and how many they’ve produced or can produce. LOL'
on Apple antitrust: Epic Games and PayPal lobby DOJ for tougher terms - 'It’s a bizarre world in which the law has evolved or been interpreted to prohibit a company from producing a series of products that are designed to work better with each other than with other products. It implies that consumers are too stupid to understand their own choices and purchase decisions. It also tells me that something has gone wrong somewhere along the way, in terms of legislative drafting or its interpretation by courts.'
on iPhone Duo for $5K - 'The Nasdaq 100 is DOWN almost 700 points as investors continue to rotate out of AI stocks AMZN, NVDA, GOOG, META and MSFT. Overall, US Indexes are down as AAPL is on the verge of setting new highs.'
on Apple's iPhone Duo sold out - '”I suspect the Duo’s camera was hobbled to prevent people like me from buying one and cannibalizing the Pro Max.” I understand your logic Richard, but would Apple care if IPhone 18 Pro Max sales were cannibalized by a product that cost $700 more?'
on Apple's iPhone Duo sold out - 'In other iPhone news lost in the iPhone Duo preorders and Home View debut: Tim Cook says Apple Intelligence approved in China, The Paper reports Apple’s (AAPL.O) chairman Tim Cook said Apple Intelligence has been approved in China and a test version is due later in October, China’s state-backed media The Paper reported citing an exclusive interview with Cook on Thursday in Shanghai. “The test version will have features of live translation, writing tools, image clean-up and does not include Siri AI, Cook told The Paper. • The US company has trained a large language model specifically for the China market, Reuters previously reported, a departure from the iPhone maker’s strategy of relying on third-party models to power AI features in the country • The AI model was developed in partnership with Alibaba Group (9988.HK) and trained with the Chinese tech giant’s support. • China’s cyberspace regulator said in July that Apple’s on-device generative AI service, Apple Intelligence, has been registered for use on iPhones in China • According to China’s commerce ministry, Cook met China’s commerce minister Wang Wentao on Thursday and they discussed development of AI and Apple’s business in China” Excerpt From “Tim Cook says Apple Intelligence approved in China, The Paper reports” Reuters https://apple.news/AB5IUlBFpTQa1_O4nQkcZXg This material may be protected by copyright. Nice to see Cook touring China and still involved in needed diplomacy and geopolitical tech development. Another hurdle crossed in China. After the beta breaks sometime by late October or early November we can really see if there is a measurable China effect on iPhone upgrades, usage, and sales. No word just yet of how far back in iPhone models Apple Intelligence applies to in China but presumably iPhone 15 Pro models and all iPhone 16, 17, 18 models will eventually be included. Whether Siri AI China and many of the AI features will be ready off the bat or be rolled out over time is not yet known. This could spark additional iPhone upgrades or boost current iPhone 17 and 18 Pro sales in China over this and next two quarters. I fully expect the Duo allotment for China to be sold out and backed up into early 2027 already.'
on Apple's iPhone Duo sold out - 'I suspect the Duo’s camera was hobbled to prevent people like me from buying one and cannibalizing the Pro Max. I seriously considered the Duo, but I’ve learned over the years to stifle my emotional response to an Apple product (“I just want to hold it!”). I looked at my usages of my iPhone and found that I use the camera a lot. Like a lot. Having access to wide-angle and telephoto is a big part of that. For that reason, I got the 18 Pro Max, which I just received and will be playing with. It will be interesting to see what level of canibalization does take place.'


