John Konopka on Premarket: Apple is green - 'https://nr.apple.com/Dj2Q8t1gn7 Teaser from Apple'
on Premarket: Apple is green - 'Apple announced “Welcome Home” event to be held Oct 13 as rumored! Apparently taking place in NYC.'
on The Gray Lady likes 'Cupertino' - 'I’ve been disconnecting from Paramount/CBS for some time. I canceled my Paramount subscription almost 2 years ago, even though it means no Star Trek. I am worried about what will become of HBO and CNN now. Huge amounts of debt have to be dealt with by layoffs (the response to Digger in the Market Place indicates that movies might not be a big source of revenue for the studio). Larry Ellison just used 20% of his stock in Oracle as collateral for loans. And Oracle is down over 5% today because of reports that OpenAI is not pulling in the revenue it needs. I suspect that after the Ellisons gnaw off all the meat from the new company to pay the debt. Maybe Apple will be able to buy the carcass (ie Warner Bros. cartoons) for pennies.'
on Daniel Ives: 'Apple will be the toll collector on the consumer AI highway' - '”we see some conversions from iPhone Pro Max to this innovative foldable device.” As do I. I do believe that the Duo will generate additional revenue, however slight overall that may be. But grow the user base? Except for the occasional ‘switcher’ I don’t see that occurring at all.'
on Daniel Ives: 'Apple will be the toll collector on the consumer AI highway' - 'For the first time (?) I see Mr Ives had made no mention of his oft-cited “Super Cycle.” Instead he says “iPhone 18 upgrade cycle [is]…looking very strong out of the gates.” I guess his previous rhetoric has damaged his credibility, at least a little bit.'
on Premarket: Apple is green - 'IANAL, but it sure seems to me this is Yet Another Volation of Administrative Procedures Act by Trump Administration. So we can expect a quick lawsuit, a temporary restraining order, and probably a preliminary injunction after briefing. The core here is the requirement to provide sufficient notice and an opportunity to respond and to cure, before levying punishment. That’s not to defend tech industry hiring practices, and I have no reason to think Apple is different in that regard.'
on Premarket: Apple is green - 'The broad market remains under pressure again today. Apple is outperforming the market with a gain of $1.07 or 0.32% at $337.74. About 64% of S&P 500 components are in the red in late morning trading. Chipotle is the top performer on the index with a gain of 6.92% to $32.71 on speculation of a possible takeover bid from Starbucks. The coffee company is off 3.01% at $90.76 on the same news. Walmart is up $2.13 or 1.97% at $110.29 and is among the leaders on the DJIA today. Chevron leads the index with a gain of 2.74% at $210.77. Energy stocks, in general, are moving higher today.'
on Daniel Ives: 'Apple will be the toll collector on the consumer AI highway' - 'He lost all credibility. We have all known about this. Except the term is not one we should use. A better one would be ‘Curator’.'
on Apple throws a monkey wrench into the digital ad business - 'How did we get to the place in this country where so many businesses make fortunes invading our privacy in all aspects of our lives? Not just purchasing history, but medical conditions, all manner of demographic data, voting behavior, religion, net worth … They collect and cross-reference this data, sell it to anyone and everyone who will pay them for it (including governments), and aim to build comprehensive profiles of everyone. The most galling aspect of this is the nearly universal belief among these businesses that they — and not consumers they are stalking — “own” this data, are entitled to collect it and to use it and share it as they wish. They believe and regularly argue that it is “anticompetitive” for Apple to try to limit these invasions. To me, the absence of comprehensive, enforceable privacy legislation in the U.S. is one of our worst policy failures. And I fear that Congress’s fear of legislating against the interests of Silicon Valley billionaires does not bode well for keeping AI in the role of humanity’s servants, rather than the other way around.'
on Daniel Ives: 'Apple will be the toll collector on the consumer AI highway' - 'All they need is the name “Apple”! 🙁'
on Premarket: Apple is green - 'With our fearless pedo stuck in the swamp and a potential bloodbath for repubs, does anyone else fear shenanigans from up top to block election results and destroy what remains of democracy? I believe they have a plan in place.'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'I fell off my chair when you reached out to me & told me our connection LOL!'
on Prof G: 'Apple is the ultimate second mouse.' - 'Right answer, wrong derivation. Apple’s success in all categories is (as they confess) comes from a focus on the problem customers have to solve. All “early” solutions are incomplete, unrefined and don’t accomplish what the customer needs as an outcome. The biggest missing ingredient is trust, not “luxury positioning” and “brand equity”. If you ask most customers why they choose Apple, not one will say because Apple offers brand equity and luxury positioning.'
on T.Row Price money manager likes Apple's smart home push - 'Likewise, a willing Guinea Pig for 1st gen. Sign me up. And agree there are sufficient ‘ardent’ customers for this to be successful for both Apple and AAPL.'
on How many reluctant iPhone 18 Pro buyers holding off for the Duo? - 'My view is similar, so I’ll throw in my two cents here: 1) The iPhone 18 Pro/Max is standard fare, and how many Apple sell in the last two weeks of their Fourth Quarter is not relevant to how well the iPhone 18 Pro/Max will sell in the Apple First Quarter (i.e. “The Holidays”) – completely overlooking Chinese New Year. The iPhone 18 Pro/Max will do just fine. 2) The iPhone Due is new. New, new, new, new, NEW!!! How it does in its first quarter in interesting, but not important. How it does as a new Product Category for the iPhone Family is very much more interesting. The thought that “John Ternus — who would love a breakout hit to begin his tenure” is new to this, or that this has not been years in development, is asinine. (I’ve probably stated that elsewhere more than once.) The immediate performance of either device – and when or how you choose to measure it – is not relevant to the long-term performance of either the devices, or Apple Inc, or “AAPL” as a presumably related signifier.'
