John Konopka on Horace Dediu: How Apple finally won the enterprise buyer's heart - 'Sorry to reply to my own post. It took a long time for all the synapses to fire. Gene Munster is the guy I was trying to recall. I believe the for a long time he believed that Apple would make a TV set. Now I really do wish they would make one, but for different reasons than before.'
on Horace Dediu: How Apple finally won the enterprise buyer's heart - 'AI users aren’t going to need 2 or 3 years to figure out hyperscaler AI is far more expensive than buying Apple hardware. The huge majority are already realizing that their investment in AI-incorporation pilots aren’t returning a positive ROI. All it will take is 4-6 months to realize your annualized AI costs are about the same as buying Apple hardware, after which the Apple-based AI is free, and that doesn’t include the huge corporate and financial security advantage of flipping to Apple hardware and the reduced costs associated with it.'
on Horace Dediu: How Apple finally won the enterprise buyer's heart - 'I’ve always looked at an amortization period of 5 years for comparison purposes. In Horace’s example, not knowing how many average users were generating AI fees, I calculated a breakeven at 30 months (2 1/2 years at a much lower AI fee structure) and on device still proved to be the better financial decision. In two to three years the industry will have solid numbers to use in comparison studies. After that I can see a dramatic upturn in sales of the Mac mini and Studio. I also envision the only defense against on device as a reduction in the cost of tokens. With Nvidia entering the on device market (2 – 3 years) it will join Apple in competing against data center models. “Apple is doomed”.'
on Horace Dediu: How Apple finally won the enterprise buyer's heart - '2026- the year of the Apple. Retail (smart private Siri and the top cell phones, watches, & iPads in the world), education (Neo), and now enterprise (silicon). Tim Cook must feel good in what he’s created, and John Turnus has to be excited with what he gets to start with.'
on Horace Dediu: How Apple finally won the enterprise buyer's heart - 'I love this summary by Horace. He is always the best when it comes to getting to the point. Especially when so many others don’t get it. I love the essence of this conclusion. This transition has been a long time coming. If anybody had any doubts about retiring on this stock, they can now relax.'
on Horace Dediu: How Apple finally won the enterprise buyer's heart - 'Sadly, Bill, there is a method to their madness. Read John’s comment below and then mine below John’s. Which is what is so encouraging about Apple’s approach: It’s a growing roadblock against world dominance based on idea theft.'
on Horace Dediu: How Apple finally won the enterprise buyer's heart - 'I think one of the real reasons that Apple invested in developing its own silicon was for independence from it suppliers. Waiting for Motorola and Intel (I think Motorola did the actual manufacturing of the PowerPC), to come up with new silicon held up iterations of Macs. With its own designs, Apple had to wait on only Apple (and to some degree TSMC, but TSMC have been doing a fine job of advancing the range of design options available to Apple).'
on Mark Gurman: Behind Phil Schiller's exit - 'Beat me too it. I was sure Phil was closer to a billionaire than a millionaire. And Apple TV started priced low because of lack of content. Now look at it. IMO it has the highest ratio of quality programs – all original and exclusive. If I could only watch one streamer it would now be ATV.'
on Horace Dediu: How Apple finally won the enterprise buyer's heart - 'So Apple should be in a good position to steal the industry’s lunch money before AI capex can generate a decent return. Am I reading this right?'
on Curious Analyst foresees three years of Apple earnings growth - '“AAPL’s more than 2.5 billion active devices give the company one of the largest consumer technology distribution networks in existence.” I wish the dunderhead, bottom-feeding, AAPL-hating ANALysts could wrap their tiny heads around that 2.5 billion active device number when they conjure their $253 price targets, or raise their targets three dallahs to $280. I can hope, but… This was a good article that makes some very obvious, strong, encouraging points. I like where Mr. Njagi’s coming from.'
on U.S. markets are closed for Labor Day - 'Re: “But the Apple news flow never stops.” And neither do you, PED. On Labor Day, we salute your labor in creating this site…'
on The last meeting of Tim Cook's last day as Apple CEO - 'Thank you Tim, from me and my family. We are grateful for your outstanding stewardship of this incredible company.'
