David Drinkwater on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'William Gibson, “Neuromancer”'
on High praise for Apple TV - 'I did like Mythic Quest, but only after several failed attempts to finish the pilot. They placed too much emphasis on the funny moments versus narrative pacing, so it became difficult to develop any sort of rapport. However, each season included a background episode covering a particular cast member that was as good as any of the great shows out there. Completely out of left field, as if they actually cared for once. The COVID episodes were great, too.'
on High praise for Apple TV - 'I saw an article – I think it was a Bullwark author – about exactly that. Except it was regarding movies and how there was high demand but no supply for movies that were family friendly so you could take your young children out to the movies.'
on Big bet on Apple puts - 'go on YouTube and watch the Craig Federighi and Joz interview right after WWDC with the WSJ from June 2025. This is when they were a year late on AI Siri and watch it again… They were suppose to come out with AI Siri Light in Feb./March 2026. Nothing. Maybe they delayed with the new CEO annc. Craig F and Joz should be on the way out. If Apple has missed or is very very late to AI since Siri was 6-7 years ahead of everyone and this is what Steve Jobs spent his last year of life on then that is terrible. They should clean house. The stock should be 50%-75% higher than now if they executed.'
on High praise for Apple TV - 'Might try “Down Cemetary Road”, starring Emma Thompson and Ruth Wilson (from Luther), produced by those behind Slow Horses. It has a Rotten Tomatoes of 80%. There will be a second season. Very British synopsis: A woman hires a private investigator after an explosion occurs and a girl goes missing on the same night in a quiet suburb of Oxford.'
on High praise for Apple TV - 'Apple has mastered PG-13 and R rated TV shows and movies. I’m hoping that maybe someday it may feel brave enough to venture into more family friendly categories.'
on High praise for Apple TV - 'I can hardly keep up on the AppleTV shows I like. Overall quality blows everything else away.'
on Premarket: Apple is red - 'Unfortunately, it’s really difficult for a court to rule, “You’re both guilty!” 🙂'
on Premarket: Apple is red - 'Yes, and the Musk-Altman battle will be heard in the courtroom of Judge Yvonne Gonzalez Rogers in Oakland, CA. The same Judge who presided over Epic’s battle with Apple not so long ago.'
on High praise for Apple TV - 'With scores like these Apple was very smart to open AppleTV subscriptions to Android and Windows. With a single fell swoop Apple increased its TAM (North America) by 50%. That’s a nice piece of Services revenue. Now think about Family Plan subscriptions and consider how many more people/families will be exposed to Apple products.'
on Apple leads Daniel Ives' Mag 7 earnings roundup - 'I enjoy Dan Ives , his outfits and enthusiasm. I do find it interesting he is usually a middle of the packer when it comes to his Apple Quarterly estimates according to Apple 3.0 listing of analysts. So he is enthusiastic at lower numbers than others who might be better at predicting the numbers but aren’t as happy about it. Over the long term his high price targets do eventually seem to be matched by others who have taken a while to get there. So I think he is a good barometer for Apple’s business overall. His entertainment factor in clothes and verbal exaggeration not withstanding.'
on Ming-Chi Kuo: OpenAI's Apple killer is an AI Phone - 'And a wagon for the battery the size of car battery.'
on Big bet on Apple puts - 'James wrote: “190 puts expiring 04/27/2026 (ie, today)? Either a fat finger mistake or something fishy is going on…” PED: These are weekly puts that expire on Friday. I don’t know why the chart has 04/27/26 as the expiration date. That looks like an error.'
on Apple leads Daniel Ives' Mag 7 earnings roundup - 'If Daniel Ives feels most if not all of Wall Street is underestimating these 5 members of the Mag-7, what does that say about any of the “analysts” pessimists on Apple as company or stock?'
on Big bet on Apple puts - 'So the seller made some extra cash, and the put buyer needs to be more careful with their THC gummies.'
on Evercore: iPhone revenues grew 20%-plus in the March quarter - 'I wasn’t clear on that either and had the same question, so I asked ChatGPT this question: “Apple M series chips contain CPU’s, GPU’s, RAM memory and other parts. Are the M series chips put together by parts or are they taped out with all parts together?” Here’s the rather lengthy response (see the section on RAM): Short answer: Apple’s M-series chips are “taped out” as a single, unified design, not assembled from separate CPU, GPU, and RAM chips in the traditional sense. Here’s how that breaks down: 1) What “taped out” means When Apple designs an M-series chip (like Apple M1 or Apple M2), they create a complete system-on-a-chip (SoC). “Tape-out” is the final step where the entire chip design—CPU cores, GPU cores, neural engine, cache, memory controllers, etc.—is finalized and sent to a foundry like TSMC for fabrication. So the CPU, GPU, and other components are: * Designed together * Fabricated together on the same silicon die ⸻ 2) What’s actually on the silicon Inside an M-series SoC, you’ll find tightly integrated components: * CPU cores (performance + efficiency) * GPU cores * Neural Engine (for AI/ML) * Media encoders/decoders * Cache and memory controllers * I/O controllers These are not separate chips—they’re all etched into the same piece of silicon. ⸻ 3) What about the RAM? This is where Apple does something slightly different: * The RAM (called Unified Memory) is not on the same die * But it is packaged very closely alongside the chip in the same package This is known as a SiP (System in Package) design: * The SoC die + memory chips are mounted together * They share a very wide, high-speed connection * To software, it behaves like one unified memory pool ⸻ 4) Are there any modular or “chiplet” parts? For most M-series chips (M1, M2, M3 families): * Apple largely uses monolithic dies (everything on one piece of silicon) However, for larger chips like: * Apple M1 Ultra Apple combines two complete dies using a high-speed interconnect called UltraFusion. That’s closer to a “chiplet” approach—but still tightly integrated and presented as one chip. ⸻ Bottom line * CPU, GPU, and accelerators: taped out together on one die * RAM: separate chips, but in the same package (very tightly coupled) * High-end variants: sometimes multiple dies fused into one logical chip'
