Richard Gayle on This robot vacuum maker's wannabe iPhone sucks (video) - 'AI psychodelic hallucinations are the best marketing tool for vaporware. I wonder what the prompt was for that video?'
on The Verge: Samsung's flagship is a MacBook miss - 'The price is about the same. Samsung’s component advantage doesn’t help. Why? They need Intel’s chips and Microsoft’s OS. Separately, and jointly, they’re no match for M-series running MacOS. With Neo at the budget segment, the mismatch is much worse.'
on Saturday Apple video: 'My model of business is the Beatles' - 'Quote of the day: “Be on guard against arrogance, which knocks at the door whenever you are successful” – Steve Jobs, 60 minutes interview 2003'
on This robot vacuum maker's wannabe iPhone sucks (video) - 'It’s been rumored that the software in the Trump phone will automatically make any of the posts you make on social media appear ALL IN CAPS, WITH TWO EXCLAMATION POINTS AT THE END!! This will be a default setting and cannot be turned off. You will have the option though of turning off a second default setting that would end any of your posts with a “THANK YOU FOR YOUR ATTENTION TO THIS MATTER.”'
on This robot vacuum maker's wannabe iPhone sucks (video) - 'Do you suppose this is just to generate ‘buzz’ about “the robot vacuum cleaner company that can’t build a phone” – in the tradition of “there’s no such thing as BAD publicity”?? That would be my guess.'
on The Verge: Samsung's flagship is a MacBook miss - 'The botch isn’t just the hardware, Windows OS is still garbage against MacOS.'
on This robot vacuum maker's wannabe iPhone sucks (video) - 'Can anybody explain the premise of this video aside from a train ride into the stratosphere? The horrible tracking shot is an AI trademark; in general, the wide shots and closeups work against each other instead of syncing together to achieve a competent visual narrative flow. Anybody who gets excited by crap like this deserves nothing but disappointment.'
on Saturday Apple video: 'My model of business is the Beatles' - 'So good…. Life is surprising, that’s for sure.'
on WSJ: The iPhone is gold - 'But it may be over sold and struggling with battery life from too many “apps”.'
on WSJ: The iPhone is gold - 'Humanity only has one planet. It does not mean the planet should be discounted. I’d say it’s undervalued.'
on WSJ: The iPhone is gold - '”Needham’s Laura Martin calls Apple a ‘one-product company,” Does it really matter, when that horse is “Seabiscuit”?'
on Saturday Apple video: 'My model of business is the Beatles' - '“ She loves you, yeah, yeah, yeah “'
on Apple at $293.26: Second record close in as many days - 'Another way to look at it: Forget everything but the last year, over which AAPL has gone up 50% from about $200/share, closing on $300/share a year later. It is showing every sign of going up another 50% over the following year, Lord willin’ and the creek don’t rise. That’s $450 /share a year from now, and thus an easy double over two years. Some folks here own millions of $ worth of AAPL (we wish but the Fates decreed otherwise), and doubling that is phenomenal wealth acquisition, created just by sticking AAPL in a sock drawer and forgetting about it….'
on Wedbush raises its Apple target $50 to Street-high $400 - 'I still don’t understand what the commercial value of “consumer AI” is and what the *actual* business case, including for Apple, given that almost nobody is willing to pay to use it. I see Apple’s AI strategy as smart – and the best – because it’s simply allowed them to not burn hundreds of billions of real cash on a financial red herring. Are they going to be getting a percentage of the AI-mediated ad stream that the AI owners are scooping up from Apple users? Charging AI owners massive fees to access Apple users/customers? I guess I still see AI – and especially LLMs – as something I have neither need nor use for, and it’s certainly not something I’d pay extra to buy or for a subscription.'
on Apple at $293.26: Second record close in as many days - 'Dan Ives has now raised his target to $400. So now my $380 is playing second fiddle (and I thought my $380 was filled with hopium). Mr Ives has not immediately responded to my request to see his numbers.'
on Apple at $293.26: Second record close in as many days - 'It was encouraging to see that the price pretty much held all through the day. We didn’t see it collapse in the last ten minutes. Even after hours it is up slightly.'
