Brent Maynard 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 Hands on with Siri AI (videos) - 'Impressive. Yeah, I understand that other “AIs” have been doing these things for a while, but as one reviewer stated!, Siri AI is going to bring this to a lot more people, not just the adventurous early adopters., and of those people how many are going to testdrive anything else?'
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.'
on Premarket: Apple is green - 'Approaching the noon hour in New York and Apple is now up $1.10 at $292.68. The major indexes remain in the green with the Russell 2000 small cap index up 1.55% followed by the DJIA which is up 0.51%. On the S&P 500 over 63% of components are in the green in morning trading…'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'I guess I have to agree…'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Exactly right Bill, and the corollary to the two Ben’s argument is “you guys are not everyone else, and they are not you”, meaning just because you dislike something doesn’t mean others (or most) won’t like it or do it. That’s why Apple giving people AI in doses and use case average (and above average) Apple device users can understand, relate to, and utilize helps users to become / get comfortable with the idea of multitasking, multicommanding, multi requesting Siri and Apple Intelligence to do more and more. You know, play with it, try it out, give it some trials and tests. You saw it work, now try it yourself. If Apple feels confident Siri and Apple Intelligence can pass muster with developers to a quality and result level Apple demands for itself, then WE should and maybe will feel just as confident in using Siri AI, new iOS features, and more complex action requests than the simple ones we’ve used till now. Till then, we’ll have to see what developers and first beta adopters report on their experiences. I can see Cook, Ternus, Federighi, and Rockwell all thinking: “I’m taking an awful risk, Vader. This had better work.” And the reply hopefully will be: Aladdin: Do you trust me? Jasmine: (hesitates, then takes his hand) Yes.'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'The two Bens are over-generalizing. People differ. And there are many things we need that it is very tedious to shop for. I do not enjoy shopping for insurance, for airline tickets, for household cleaning products, for pharmacy items. I will always want to choose my hotel the old-fashioned way. But I love the idea of having AI Siri provide me with a list of good candidates meeting my criteria regarding price, location, etc. So it depends!'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Steve Eisman’s Playbook costs $99 annually, which I also subscribe to. I think 3.0 is reasonably priced, based on the strength of the forum, though I’m sure curation involves sweat equity that may not be adequately priced, on top of expenses for hosting the site and posting excerpts from other paywall sources that help us stay informed on all things Apple. Subscriber content is all the rage these days, and I don’t know if the information being peddled is overvalued, but if you’re a retail investor or consumer, versus an industry insider, then a Ben Bajarin price makes no sense.'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Great post, BT gets it. “Retail Therapy” is a real thing 🙂 KK'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Well, if PED3.0 did cost $3k/year, that would mean Apple’s stock price was $3k. If that were the case, I think I’d be happy to pay PED. 🙂'
on Premarket: Apple is green - 'If you think Apple will rise, you could sell 170 puts, collect premium and then buy it back for less when Apple rises. Also little chance those puts would go in the money. At 170, the option will move almost lock-step with the stock price. But options allow you the power to leverage, so you could sell 1000 option contracts even if you couldn’t afford to buy 100,000 shares.'
on M.G. Siegler: Apple wins - 'It seems like Apple is making AI more available and affordable to the masses in a way they can understand its utility. Sort of what like Ford did at the start of the last century.'
on Premarket: Apple is green - 'Puts at the $170 level spiked early this morning. What’s that about?'
on Tim Cook gets coached on saying 'good morning' - 'This is what chatGPT told me : “I couldn’t directly play the X video here, but the best source I found that gives the full list in order is iPhoneAddict. Cross-checks from AppleInsider, MacRumors, 9to5Mac and Cult of Mac confirm the same main set of names, though most only name a subset. In order, the celebrities are: Lainey Wilson Druski Jimmy Fallon Jessica Williams Jane Krakowski Brett Goldstein Matthew Rhys Zedd Whoopi Goldberg Harrison Ford Ryan Tedder Michael B. Jordan Rhea Seehorn Diplo ” Only 4 names on that list ring a bell to me…'
on J.P.Morgan: Apple Pay is moving up the fintech money stream - '@Gregg According to Gemini AI: The VA provides top-of-the-line, premium digital hearing aids from major global manufacturers, including Phonak, Oticon, ReSound, Widex, Starkey, and Signia. These are provided at no cost to eligible veterans, along with necessary batteries, charging equipment, repairs, and adjustments. Types of Hearing Aids Available The VA provides a wide range of styles tailored to your specific level of hearing loss, lifestyle, and manual dexterity needs: Behind-the-Ear (BTE): The most common style; it sits behind the ear and channels sound into the ear via a custom earmold or tube. In-the-Ear (ITE): Custom-made devices that sit directly in the ear canal or outer ear, which some find easier to handle.Implantable Devices: For severe to profound hearing loss, the VA also provides surgically implanted options like cochlear implants and bone-anchored hearing aids (BAHA).'
