Greg Lippert on Apple Mac minis in Texas - 'Allegedly is doing a lot of heavy lifting 😉'
on Here's the essay that crashed AI stocks Monday - 'I assumed AI stocks dropped yesterday because of the report in the Washington Post about Morgan Stanley’s and Goldman Sach’s new economic analysis that led to their conclusion that AI contributed nothing to economic growth in 2025, contrary to prior preliminary assessments/predictions that it was resulting in a significant portion if not most of the annual economic growth in the USA.'
on Apple Mac minis in Texas - 'Apple popping against the tide a bit as well again today… This is a big deal since it is both an Apple priority and an American priority. I would expect Trump to milk it tonight.'
on Here's the essay that crashed AI stocks Monday - 'Could they both be correct? The current approach to AI, huge investments by a small number of powerful tech companies with limited government oversight, has a lot of potential to “go bad.” But AI and general, and even “Big AI” can produce substantial value, once the investments and capabilities reach equilibrium. Digant is right about the negatives of services like DoorDash (which I’ve never used, I’m far enough away from downtown Dover that I’m not sure how well a delivery service would work, even if I was interested in paying for it.) But there is one significant aspect of DoorDash, for now there still has to be -people- to cook, pack up, and deliver the food. Mebbe AI eventually replaces cooks and drivers.'
on Here's the essay that crashed AI stocks Monday - 'This scenario has been out there for at least the last decade. I am not sure what dam broke that this piece had a part of. I think there have been more and more doomsday type of scenarios out there that have garnered more and more attention and caused investors/traders to look more closely at the potential risks in their portfolios.'
on Here's the essay that crashed AI stocks Monday - 'Poor choice on using DoorDash as an example there, Ben. DoorDash exists by, on one side exploiting poor workers and not paying them a living wage, and on the other side exploiting restaurants who have to pay for leases, waiters and front end fixtures and locations that remain empty. IMO, the likes of DoorDash and other similar services create negative value and are not a long term viable business model. Just like the hypothetical thought exercise in AI that Ben chose to criticize – at least not without the countervailing forces that Les highlighted above.'
on Here's the essay that crashed AI stocks Monday - 'To me, the good news is that social media, like say Facebook or Threads or that cesspool X are equally at risk of being disrupted as is SaaS.. No wonder Zuck is worried. Karma is tough. But, yeah, this could easily go the other way.'
on Here's the essay that crashed AI stocks Monday - 'And I’d say the price action for Apple on Monday was very much a safe haven play in response to this article. Apple plays in identity, payments, health, privacy, device integration. Potential safe harbor in this context.'
on Morgan Stanley: Here's why demand for Macs has spiked - 'If true, to me this is yet another example validating Apple’s approach of not spending significant capital chasing AI software development. Given the lack of a “moat” with AI software, better to be the agnostic gold “pick and shovel” seller, while many different software providers emerge and disappear over the years, while driving Apple core offering sales all the while. Apple’s secret sauce is, and shall remain, the only secure, private platform to exploit this and the many future AI applications.'
on Premarket: Apple is green - 'Index futures are green! Pre-market AMD is up over 10% on news of a major deal with Meta. Following yesterday’s dramatic pullback in financial stocks, pressure seems to be easing as Morgan Stanley is off $0.36 ahead of the bell following Monday’s $8.61 drop to $166.80. Yesterday Big Blue was the big red, falling $33.81 to $223.35. The shares are up pre-market $6.70 a half-hour out from the start of today’s session. Apple is up pre-market $1.35 at $267.53.'
on At this point, war with Iran seems inevitable - ' “For just how long does the civilized portion of the world tolerate a regime as repugnant, repressive and ugly as the one in Iran..?” As long as the suffering is limited to people’s practicing a religion abhorrent to the west. We only get excited when that government tries to expand its influence and interferes with our economic interests.'
on At this point, war with Iran seems inevitable - 'For just how long does the civilized portion of the world tolerate a regime as repugnant, repressive and ugly as the one in Iran..? Act now, or face much worse to come in the future. ‘Afghanistanization’ is not a likely outcome, Iranians are an advanced people and will truly welcome being part of the civilized world again.'
on Morgan Stanley: Here's why demand for Macs has spiked - 'My Take: “I stopped when it asked me to open Terminal.” I know just how you feel. I have used the Terminal a few times, but each time I find myself holding my breath, even when the command I am typing makes sense. Just knowing that the Terminal is taking me into the dark unknown crevises of software engineering gives me pause. My software training ended with beginning BASIC. The warning “Don’t use the Terminal unless you know what you’re doing” is like the sign “Don’t go on this ride if you have back problems, get dizzy, or are pregnant.” My 1st thought is- this must be a fun ride!'
on Morgan Stanley: Here's why demand for Macs has spiked - 'The unified memory makes Mac’s the default choice.'
on Morgan Stanley: Here's why demand for Macs has spiked - 'Anecdotally, people I know who work in and/or play around with AI have bought Macs first to run local LLM’s and now more to run OpenClaw. Do not install OpenClaw without considering all of the security ramifications (which is why people get dedicated hardware to run it). Security vendors are behind offering turn-key and affordable solutions to address all of the vulnerabilities created by AI.'
on At this point, war with Iran seems inevitable - 'It’s unfortunate but Apple’s fortunes are often tied to the whims of that guy in the White House. It also seems that the AI chaos is starting to set in. IBM dropped ~11% on the rumor that AI could takeover some management of COBOL upgrades. COBOL is used to run the banking system. What could possibly go wrong?'
on Morgan Stanley: Here's why demand for Macs has spiked - 'Interesting that it’s available for both Mac and PC, but the PC side shows no increase in sales, only Mac’s. Maybe the PC side is just too spread out to reflect a spike. (Or people just like Macs better? 🙂'
