David Drinkwater on 'Extraordinary' says Apple of demand for the iPhone Duo - 'As an Engineer, I take offense to this. Ternus is a hardware guy. Cook is an execution guy. Both are important, but Ternus was surely deeply involved in the development of the Duo, so I think it is totally reasonable that he was the one to introduce it. It may even be why he was named the new CEO.'
on 'Extraordinary' says Apple of demand for the iPhone Duo - 'I find giving Ternus credit for the Duo silly. After all, Cook was the CEO of Apple for all of its prelaunch development , comprising years. Ternus has been CEO for a couple of weeks.'
on Ezra Klein on Apple & AI - 'I was reminded of SNL’s classic “Point/Counterpoint” with Ackroyd and Curtin: “Jane, you ignorant slut”.'
on 'Extraordinary' says Apple of demand for the iPhone Duo - 'Each Duo counts as 2 in terms of revenue. Analysts need to update their revenue estimates for Q1, ’27, likely full FY 27. Pretty obvious, eh? Nice start for Ternus.'
on 'Extraordinary' says Apple of demand for the iPhone Duo - 'I get really tired of those “You promised!” Whines. Delivery “by 10/23? Or “starting 10/23”? I could continue this rant for probably dozens of other situations, but I won’t. (You’re welcome! 🙂 )'
on 'Extraordinary' says Apple of demand for the iPhone Duo - 'Much to my surprise, at 5 past the hour I was staring at 2 phone screens (my wife’s and mine) with a delivery of 10/23 and within a few minutes of completing my orders, I went back to see if delivery dates had changed and started seeing end-of-November dates. I’ve never seen it move that fast before. But that tells me nothing other than the available supply was consumed very quickly. The one thing that was different this year versus prior ones (as far as I can recall) was that all of the provider and credit housekeeping stuff was handled prior to the actual transaction. I remember seeing horror stories of order processes hanging, breaking, etc., in previous years, so my guess is this might have contributed to the amount of time it would take for delivery dates to extend since it was getting bogged down by API calls to Verizon, etc., that would simply shit the bed under that load. Apple got that out of the way this past week with their prepare-for-preorder option. My orders were fast and hassle-free.'
on 'Extraordinary' says Apple of demand for the iPhone Duo - 'There is one other factor that may be having an effect on delivery times. Last year business accounts could pre-pre-order iPhones, that is place an order before the official pre-order date. However, it turned out that they did not get their iPhones any sooner than anyone else, and may have actually been added onto the end of the pre-orders. This year it was different. We, those with the business accounts, were told otherwise. We were told our pre-pre-orders would go at the beginning of the regular pre-order.. so I placed my pre-pre-order, but I still do not have a date of delivery yet. I was told the delivery would be among those first delivered. We will see.'
on 'Extraordinary' says Apple of demand for the iPhone Duo - 'Similar experience here – Dec 7-14. Night Sky. '
on 'Extraordinary' says Apple of demand for the iPhone Duo - 'I had a feeling that the Duo sale was going surprisingly well. I logged onto the sale at exactly 5 PDT (8 ET) and the wait was not bad at about 5:12 it logged me in where I did the pre-order and my accepted order went through no more than five minutes later. I was ecstatic as I figured this time I would have to be amongst the first few to get the fruit of the Apple tree. Imagine my shock that the next page listed my delivery date as December 1 through 8. I had figured the white one might be rare at first but who knew it was going be as hard to catch as maybe Moby Dick! Oh well.'
on Saturday Apple video: Think Different - 'I have several of the posters framed in our home office. They are a daily reminder I still have work to do changing the world in every small way I can.'
on iPhone Duo for $5K - 'Would such a markup be worth it to a content creator/influencer, I wonder?'
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 - '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.'
