Bart Yee on Apple 3.0 New Year's eve predictions and purchases - 'Just checked again on Jan. 2, 2026. Woot have original Tensor G2 chipped 512GB models of the original 2023 Google Pixel Fold left in open box form from Verizon, selling for $425, so price has dropped, IMO, being blown out at a huge 78% discount to its original price of $1920 for the 512GB model. Apparently brand new 2023 Tensor G2 Folds w/256GB, unlocked, are now at $519, again a huge discount of 71% off its original $1799 price. I doubt these prices cover even 1/2 of the BOM costs, so IMO Google is selling or blowing out remaining inventory at a huge loss, probably at even lower costs to these websites to liquidate. That’s the classic problem for Android makers, even Google Pixels, little to no pricing power or stability. If an Android buyer was willing to wait long enough, prices will drop heavily as demand drops, people lose interest, and newer generations of the same model appear. Former “premium” models lose selling value even faster than their residual value, essentially creating a giant vacuum sucking sound to margins and revenues, or become just so much of a write off for Google. And even then, trouble selling them, here now 2.5 years later. No wonder some of the comments mention that it doesn’t matter if support is less than 5 years, they’ll be upgrading again within a few years. This doesn’t breed brand loyalty nor confidence in long term reliability like for Apple products.'
on AppleInsider calls BS on the FT's Apple Vision Pro sales numbers - 'Rodney, 900,000 screen units is consistent with Sony’s stated total annual production capacity. Each Vision Pro requires 2 Vision Pro screens, reducing the total number of Vision Pro’s produced annually to 450,000 units, AND SELLING THEM ALL AT $3,500 EACH. Until production exceeds 900,000 individual units annually there is no need to lower Vision Pro pricing. Sony’s inability to increase production capacity has led to Apple contracting with Chinese firms BOE and Seeya for Vision Pro screens.'
on AppleInsider calls BS on the FT's Apple Vision Pro sales numbers - 'For those on Apple 3.0 who don’t have experience with a Vision Pro, it may be helpful to take a brief look at a page on Reddit where users post their responses to some of the immersive videos and other apps that are available for the Vision Pro. It’s difficult to read some of the comments and not get a good sense of the great enthusiasm so many people have about Apple’s “flop” product. https(colon)//www.reddit(dot)com/r/VisionPro/'
on Markets are closed. Enjoy the day off. - 'In just over eight hours the opening bell rings on the first trading day of 2026! Index futures are green heading into the overnight hours. With the US markets closed for the holiday Apple is up overnight $1.18 at $273.04. Conditions are looking good as we commence 2026 trading!'
on FT: Apple has sharply cut Vision Pro production and promotion - ' they just needed to drop the (mostly) pointless outward facing eyeballs Just as Apple drops some features from lesser models of iPad and iPhone why should they? Just as I’ve said many times, quoting Cook when he said, supply of Vision Pro screens were limited to ~500,000 Vision Pro units per year. It would be an absolutely wonderful if the naysayers would fact check my WWDC23 quote, instead of regurgitating the same nonsense every time a rumor monger spouts the same nonsense. But I guess that would be too much to expect. Until supply is readily available there is no reason to lower prices. Even if the orders increased Apple can’t produce them because annual supple hasn’t increased since WWDC23’s 500,000 level.'
on AppleInsider calls BS on the FT's Apple Vision Pro sales numbers - 'I realize here that I torqued up my math (mostly a dyslexic transliteration) from $157 million (correct) to $175 million (fat fingers or something). Still, as suggested in this article, not a dismal failure.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'The mention of sports is an interesting thing. In the last 24 hours (can’t remember the specific context) a friend of mine was sharing a phone video (a panorama, I think) of a football game. I didn’t get invited into the conversation, so I stayed moot. The distant view of his phone screen was pretty impressive, but then I thought: “what about all this talk on PED 3.0 about an immersive sports experience using an Apple Vision Pr?” If what Vinnie had in his hand looked “good” or “cool”, imagine what the AVP sports offering is going to look like. I think it will be stellar. And one way or another, I think it will sell a lot of devices. I don’t care which ones. Just a lot, please. Thankyouverymuch!'
on FT: Apple has sharply cut Vision Pro production and promotion - '45000*$3500 (rounding error) = $175,000,000 That $175 million, y’all. That’ll pay for a lot of research and development work, and that’s only one fiscal quarter of anticipated sales! Even if the current headset and it’s older/younger brother are only research projects to develop a new world device concept, that’s a pretty good commercial return to boost further “research” efforts.'
on AppleInsider calls BS on the FT's Apple Vision Pro sales numbers - '“ My take: I wonder about Hilliard’s (unsourced) 1 million active users. That’s twice as many users as units sold.” It was reported that Apple sold 450k units in 2024. If they sold 45k in December 2025, he’s probably assuming that Apple sold about the same number in 2025 as in 2024, maybe slightly more. 900k-950k total for 2 years would be around 1M'
on FT: Apple has sharply cut Vision Pro production and promotion - '@Rodney According to the AppleInsider article Apple moved production to Vietnam, they didn’t cease production. Lazy reporting.'
on The trillions spent on new computing infrastructure suddenly makes sense to me - 'I thought protein folding was doubling over the ham slices in my sandwich.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'Tommo says I told ya so… lol! Nothing to see here folks!'
on Markets are closed. Enjoy the day off. - 'And a few other world “leaders” – some closer to home. 🙁'
on Markets are closed. Enjoy the day off. - 'I’ll settle for a little artificial joy if I can find real intelligence (aside from 3.0. 🙂 )'
on FT: Apple has sharply cut Vision Pro production and promotion - 'Woodring seems to be implying that glasses would be a better form factor. Not so IMHO. Both forms are limited. But MOST of what people seem to suggest glasses can do I can pretty easily do on my iPhone. The same can’t be said about AVP. But Apple has really pissed me off with how they’ve handled it. I’ve said before that they just needed to drop the (mostly) pointless outward facing eyeballs and associated cameras to drop significant weight, size and cost. It would have been an easy change. I question the thinking of whoever was/is in charge of this.'
on Markets are closed. Enjoy the day off. - 'David: Our good friend Mike Wilson at Morgan Stanley is forecasting 7,800 for the S&P 500 by the end of this year. That’s a nearly 14% gain from yesterday’s closing level of 6,845.50. I’m optimistic 2026 will be a strong year for the economy, for corporate profit growth and consequently share price appreciation. May 2026 be a year of peace and prosperity for everyone in the Apple 3.0 community.'
on Apple 3.0 New Year's eve predictions and purchases - 'Woot has had a large number of Google Folds for less than $600 for the past week. Seems like they’re not hot sellers, even at that price.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'Luxshare halted production of its “spatial computing” device at the start of last year. Since this was revealed early last year, not sure the reason for a rehash of a year old story. Just for clarification, a ‘flop’ is a product that failed to catch on and is discontinued, as opposed to a slow starting product that took several years to gain significant market share. An AI inquiry of the top technical flops in the last 10 years- Samsung Galaxy Note 7, Google Glass, Amazon Fire Phone, Juicero, Zano Drone, Coolest Cooler, Apple’s AirPower. Now it is true that the AVP may yet join this list; but I believe the tea leaves are telling me otherwise, thanks to sports (spatial streaming), education, industry, etc.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'My Final Cut Pro workflow is tremendously enhanced when I use my MBP with my AVP set as an ultrawide display. The length of my video stretched out beyond my left & right temples, and the virtual display’s tall depth, so I can have windows for my Suno Music Ai window (for custom music) and Photos window (image/recording content), in my dining room without having to buy more displays is fantastic! Soon to be replaced next week with my new Mac Mini M4 Pro (waiting for me to pick up at the San Antonio Store) that I will use with my new iPad Pro and also my AVP for its display. I am thinking of staying with this v1.0 AVP a few more years until a new Pro model, but several generations forward, comes out. I see no need to buy more or upgrade to newer monitor’s beyond the displays that I already have as long as I have an AVP.'
on Apple 3.0 New Year's eve predictions and purchases - '@David Not only that, low end iPads are quite inexpensive. It seems unlikely that a foldable will ever overtake them. Not only that, foldable’s face a lot of trouble. See this review from Bloomberg. The last paragraph says it all. Wait to see what Apple comes out with. https://archive.is/vUB8B'
on Apple 3.0 New Year's eve predictions and purchases - 'Agreed! I, too, was floored by your revelation to us, Bart. Big Congratz! It’s about time, then LOL. Cheers & Happy New Year!'
on Apple 3.0 New Year's eve predictions and purchases - 'iPads are ubiquitous in public offices, like doctors, etc.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'Those moves are a sign of muted consumer demand It’s also a sign, if true, that Apple is entering heavy testing of a less expensive follow on device that can be mass produced (unlike the original Vision Pro, which I find more probable. The Apple Vision Pro was an announced, in production, device. Apple would announce it being discontinued. It most certainly would not allow it to die a quiet death.'
on Markets are closed. Enjoy the day off. - 'This is going to be a really “interesting” (as in the ancient Chinese curse) year in politics. I’m very concerned about this year’s elections, how far will the Trump administration go in imposing its view on state/local election officials and election results. And it could well be a tumultuous year in financial markets.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'For a rebuttal to this post read here: https://appleinsider.com/articles/26/01/01/analysts-need-apple-vision-pro-to-be-a-flop-whether-apple-considers-it-one-or-not Pundits love to throw stones at Apple yet Apple keeps chugging along. I’m too tired to look it up just now but I found a site comparing nearly all headsets. AVP was far from the most expensive one out there.'
on The trillions spent on new computing infrastructure suddenly makes sense to me - '@Bill Exactly. I was going to take up protein folding this summer but I guess I’ll fall back on just nature walking.'
on FT: Apple has sharply cut Vision Pro production and promotion - '“Apple has scaled back manufacturing and marketing efforts around its Vision Pro headset, as the $4tn tech giant suffers a rare failure to draw consumers to a new device.” **Yes, I’m absolutely certain that Apple expected to sell many MILLIONS of a brand new, incredibly innovative device…but one which costs $3,500. /s “The company’s Chinese manufacturing partner Luxshare halted production of its “spatial computing” device at the start of last year, according to the market research group International Data Corporation, having shipped 390,000 units in 2024 during the Vision Pro’s launch.” Apple has also reduced digital advertising spending for the headset by more than 95 per cent in the year to date in markets including the US and UK, according to market intelligence group Sensor Tower. Those moves are a sign of muted consumer demand for a device that was seen as a big test of Apple’s ability to continue to innovate and find growth beyond the iPhone, which accounts for about half of total revenues. **Really…that was the big test? Innovate and find growth beyond the iPhone with a $3,500.00 device? The Silicon Valley group has not revealed sales figures for Vision Pro , which starts at $3,499. But IDC expects Apple to ship just 45,000 new units of the Vision Pro in the last quarter of 2025 during the crucial Christmas sales period. This compares to millions of iPhones, iPads and MacBooks sold each quarter. “We can say the cost, form factor and the lack of VisionOS native apps are the reasons why the Vision Pro never sold broadly,” said Morgan Stanley analyst Erik Woodring. **Since my wife and I didn’t depend on the International Data Corporation, Sensor Tower, The Silicon Valley Group, IDC *or*, for that matter, Morgan Stanley analyst Erik Woodring when we made our original investment decision in 2000…I expect we’ll stay 100% invested in AAPL. 🙂'


