Fred Stein on Jeff Bezos' WashPo takes Apple's side against the EU - 'Here’s another logic anomaly. Why is iOS a gatekeeper with only 27% of shipments. The iPhone holds between 27% and 42% of the European smartphone market, depending on whether you measure unit shipments or active operating system usage.” Apple is penalized because they don’t ship sh!t.'
on Jeff Bezos' WashPo takes Apple's side against the EU - 'The EU’s DMA is just a tax on American Big Tech.'
on This week's Apple trading strategies (6/15-6/19/26) - '”In my view, Apple is ahead in the game.” I agree, and I can’t help but think of MSFT at the turn of the Century. First there were desktop computers, a market that was handed to MSFT by way of IBM’s anti-trust problems over its OS (mainframe) dominance. MSFT won the OS war with a piece of crap that was cheaper than anything else. Then to protect its dominance MSFT didn’t innovate, it did some nasty things that got them in big trouble, and created a crack for Apple to exploit. And exploit Apple did. But now faced with the same scenario as MSFT 30 years ago, Apple is taking a different path to exploit the new paradigm, instead of strong arming its competition. Except for the copiers and luddites like Gurman, Apple has quietly positioned itself to own the consumer (70% vs 30% enterprise) market for AI (with no competition), no matter what the Gurman’s think.'
on This week's Apple trading strategies (6/15-6/19/26) - 'Wait a second Greg – are you talking about AI or Elon?! 🙂'
on This week's Apple trading strategies (6/15-6/19/26) - 'Gregg: I don’t think you missed anything. At its core Apple is a consumer products company. Billions of people around the world will be introduced to and work with AI through the devices they carry in their pockets, carry around in your hands or place on a desk and have a larger screen. Apple seeks to own those spaces and do so with products and services that are intuitive to how humans interact with technology and how we desire to communicate with the world. In my view, this was effectively communicated to the world during last week’s keynote address. If Apple is successful, and I expect the company to succeed, it will ignite a robust super cycle for iPhones, Macs and iPads and entice developers to deliver product for distribution through the App Stores. The company is keeping private what is best to keep private and keeping secure what need to be kept secure. So much of what we read today is unnecessary techno gobbledegook. Does the solution deliver the desired results for consumers? After Monday’s Keynote I say, “Yes.” In my view, Apple is ahead in the game.'
on An influencer from Nottingham switches from Apple to Android - 'Gregg, that probably depends on the quality of the lens(es) you have with that camera. Lenses have improved dramatically in the last 50 years (a friend said “lens design is sufficient justification for very expensive supercomputers”)'
on TSMC can't make enough 3nm wafers to meet AI demand - 'Hi, Bart, Richard, and others. Yep. Apple has been “bankrolling” chip manufacturers for years. You don’t shaft the (very powerful) company that’s literally put you where you are; rather the opposite. BTW, that also goes for China in general. They owe Apple a lot….'
on TSMC can't make enough 3nm wafers to meet AI demand - 'TSMC is expanding its wafer fab plant in Sherman Texas, which just started producing wafers 6 months ago. At full buildout, it could produce over 1 million wafers a month. And Apple is funding some of it. From Apple: “GlobalWafers has begun production at its new $4 billion bare silicon wafer facility in Sherman, Texas. At Apple’s direction, wafers produced in Sherman will be used by Apple’s chip manufacturing partners in the U.S., including TSMC and Texas Instruments.”'
on An influencer from Nottingham switches from Apple to Android - 'Question: Does anyone here in this forum know of anyone who has switched and stayed? Still to this day, so very, very few. Cook-era 98% sat rate stands firm.'
on Mark Gurman on Siri AI - 'I think the essence was correct. It was just the misleading snark that I didn’t appreciate. He just couldn’t let it go with a clean statement.'
on Mark Gurman on Siri AI - 'If Gurman is mostly correct, then it’s as it should be. AI Siri for most of us most of the time. And for the other 5% or so with rarefied needs, there is the App Store. I suspect Apple will not mind this arrangement one bit.'
on This week's Apple trading strategies (6/15-6/19/26) - 'Problem is super intelligence is going hand and hand with hallucinations and bad machine reasoning with zero compassion. Bad combo.'
on Mark Gurman on Siri AI - 'Can LLMs train on Apple 3.0 content, or does the paywall push back against those siege engines?'
on Mark Gurman on Siri AI - 'I have the new Siri AI running on my laptop + iPhone. Building a new local database data in Mail, Messages, Photos, Calendar (and I assume elsewhere) took days to complete on each device. Apple is doing a controlled rollout as it took until last night to get off the waitlist. Doing a ‘Hey Siri’ request starts a new conversation in Siri App on the laptop. Subsequent back and forth land in the conversation thread. New requests get a new conversation. (similar to ChapGPT.) Asking Siri a question on my iPhone like ‘When does Nicole land?’ got me a thorough reply in 4-ish seconds. Reply included the date, time, flight number for both her flight to Maine next week and for her return to SC which I didn’t expect. There was a link to the event in my Calendar and along with clickable flight numbers for flight tracking a little further down. Later I found the full conversation in the Siri App as it synced via iCloud. There are settings in Settings/Siri for how long you want conversations to stick around if you don’t want to do manual deletes. Asked Siri this question after stepping on a bees nest in my lawn this morning: ‘Hey Siri what can you tell me about the green headed bee that I just took a picture of?’ I learned Sweat Bees are faily docile and don’t seem to mind that I flattened their access tunnel. This is working well in my opinion. I am not a programmer or accountant or any of the other professions Gurman listed in his 3rd paragraph. That .5 of 1 percent of the worlds population can pay OpenAI, Anthropic, Google all they want but for the rest of us, Siri AI is going to be just fine. I’ve read commentary that a certain amount of Apple PCC comes with my iCloud storage fees (part of the Apple One bundle). I’ll update when I hit that limit and find out what fees Apple will be charging for heavier usage.'
on TSMC can't make enough 3nm wafers to meet AI demand - '“ However, the Taiwanese firm likely realizes that this shift may happen sooner rather than later, and even after Apple continues to adopt this technology for several years for its SoCs, TSMC’s real test will happen when the AI boom stretches to this lithography.” I agree with Bart’s take, but I think that it is very important that Apple is helping to bankroll the transition. This will help a *lot* when allocation of a constrained supply becomes an issue. Being friends early beats being angry demanders late. Basically what Gregg said. I just hadn’t read all the comments.'
