Recent Comments

  • Stephen Gordon on A weightless Apple iPhone floats across the screen - 'Waiting for the new color called Moonlight.'
  • ben luna on A weightless Apple iPhone floats across the screen - 'Why not both? 😉 Maureen O’Hara for me, but the choice is difficult. I hope that they all lived very happy lives.'
  • ben luna on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Perhaps not couldn’t, maybe wouldn’t. Tim’s first comm meeting was great and he shared with us the not previously disclosed plans for opening 7 (I think) Apple stores in China. But after that he stopped sharing internal information and lost my attention such that I soon stopped watching them. Steve was like the lightsaber, a person from a more civilized age.'
  • Joseph Bland on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Yep, Anice. Steve Jobs & Co. Made Apple Great Again. And oh how ironic that, after just one year of Trump 2.0, we now have to do an enormous amount of work to simply MAAGAIWA (Make America As Good As It Was Again)….'
  • Robert Stack on A weightless Apple iPhone floats across the screen - 'I wonder if it was a Space Grey model? 🙂'
  • Steven Philips on A weightless Apple iPhone floats across the screen - 'Either Grace Kelly or Audrey Hepburn. 🙂'
  • Romeo Esparrago on A weightless Apple iPhone floats across the screen - 'Raquel Welch 1966!'
  • Michael Goldfeder on A weightless Apple iPhone floats across the screen - 'iPhone. The official phone of NASA. Or is it also now being called: “Space Force?” I’m waiting for a comment from Lina Khan or Jonathan Kanter that this is an extreme Antitrust violation that mandates an injunction and stifles Android from being able to participate in the space program. An egregious suppression of innovation by eliminating a competitor from a high profile taxpayer funded governmental program. Will a lawsuit be filed before they circle the moon? Before the capsule splashes down? Or after they splashdown? Is it true the real reason the toilet malfunctioned was because one of the astronauts who happens to be a longtime terrestrial Android user flushed their iPhone down the toilet as a protest of sorts?'
  • Gregg Thurman on A weightless Apple iPhone floats across the screen - '”Hopefully they’re shooting their videos in 3D mode! ” The thought has my heart palpitating like a 16 year old (1963) being introduced to Sophia Loren.'
  • David Drinkwater on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'I think part of the “blindness” you reference is willful. Or sadistic. Many people want “Apple schadenfreude” (i.e. “Apple is doomed”, which we all so frequently reference). And when you add to that technical ignorance/incompetence/disingenuity, you get a lot of people saying things that are technically inaccurate and/or dishonest.'
  • David Drinkwater on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'Woodring also speaks very sensibly. He doesn’t exaggerate. He doesn’t proclaim omniscience. He just says “in our model”, which is really all he has. And he presents is as a very reasonable model. Kinda miss Katy, though. 🙂'
  • David Drinkwater on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - '“Excuse me: could you say that again to this pen in my hand?”'
  • David Drinkwater on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'I almost hate to admit this, but I fronted the money to read Bloomberg stuff so that I could, in fact, read Gurman’s stuff “in person”. Apple pays me well enough that I can afford to. *shrugs*'
  • David Drinkwater on Amazon wants Globalstar. Apple owns 20 percent - 'I own Globalstar in my portfolio. AAPL is by far my largest holding, but GSAT is not small and is currently solidly in second place, and last week, it got a lot bigger. (Quallcomm is in third place and then I digress into Amazon.) Their one-year chart is quite impressive. Their market cap is currently about $10b, which is not small, but for Apple, that’s only $8b, and as PED suggests, Apple is getting its money back over recent history. The two big questions are: 1) what is Trajectory vs Hisory (past performance does not guarantee future results)? 2) does it make sense for Apple to acquire Globalstar? I can’t predict the future, so I won’t touch (1), but given what Apple has been sharing with us about it’s satellite services, I think (2) is a yes (which would materially increase the value of my AAPL holdings). In theory, given my holdings in AAPL and AMZN, I should not care if either one acquires GSAT, but nonetheless, I do.'
  • David Drinkwater on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Upvoted. Fabulous. I only cringe at the work “operationalisation”, because I am an integrated supply chain guy myself and it feels like corporate speech or Newspeak (c.f. 1984). Very nice piece, Anice.'
  • Stephen Gordon on Saturday Apple video: Steve Jobs' 1999 campus speech - 'I love that this happened outdoors, completely against the grain of what we see with today’s tech execs who shield themselves from the elements (and their employees) in their heavily-curated environments.'
  • Anice Hassim on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Steve was MAGA back in 1999…. Make Apple Great Again 😀 It’s informal, but Steve unpacks what makes Apple tick in this little talk and it’s just amazing to see how very spot on he was. Everybody was unbundling at the time except Apple. (Unless you count the in/out zigzag of Claris. Everybody was acquiring. Apple rarely did. In every major technology inflection point, the ability to synthesise the service the technology offers the human, absolutely depends on your being able to control “the whole stack” — in the case of Apple today — hardware, software and services. But beyond that, they also steward an ecosystem that makes them both, at one and the same time, broad and deep. You can hear Steve’s frustration when he speaks of the problem — how no one can co-ordinate around the goal. The Microsoft dig was classic! But Apple went ahead and worked with partners they could align with, built trust and shared alignment — an ecosystem, not a supply chain, which is Tim’s defining legacy at Apple, the operationalisation of Steve’s vision. And that ecosystem includes us, the 2 billion Apple devices that are active in the hands of humans all over the world, no matter their passion or purpose. The Macbook Neo is born into that ecosystem, and the original mission of the Macintosh, technology for the rest of us, is burning brighter than ever in its 42 year history. Just like the iBook a generation ago took portable and wireless computing to the ordinary consumer, the Macbook Neo will make computing, the internet, AI accessible to the world with privacy, trust and performance unmatchable by the competition at any price. all because they build the whole widget.'
  • George Kiersted on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Tim could never.'
  • Steven Philips on A weightless Apple iPhone floats across the screen - 'Hopefully they’re shooting their videos in 3D mode! That would be great to share and tie in to Apple’s upcoming AVP video of the launch. 🙂'
  • Les Surdykowski on Saturday Apple video: Steve Jobs' 1999 campus speech - 'The easiest person in the world to listen to. No word salad. No talking down to his audience. A little hyperbole, but it never felt like he was trying to convince himself of its reality. Optimistic about the future with the caveat of proper execution. Competent without overestimating his own competency. Conversational without boring you to death. God I miss that.'
  • Gregg Thurman on Saturday Apple video: Steve Jobs' 1999 campus speech - '“We’re the last people in this business who give a shit about making great computers.” I disagree. Apple is the last company in any business who gives a shit about making great products.'
  • Jonny T on Larry Ellison's AI meltdown - 'Most of us, even of relatively modest means, actually have way more than enough…'
  • ben luna on Apple's fitness guru is gone - 'These are such interesting topics that I have only lately stumbled upon. If you like Jaynes, I think that you will really enjoy “ The Ecological Approach to Visual Perception James J. Gibson”. It’s a magnum opus of Perception and Action learned the hard way, after a long productive career spent in the field. I have a ton of great resources on this if anyone is interested.'
  • John Konopka on Good Friday: Markets are closed - 'The next earnings report is coming Thursday, April 30.'
  • Gregg Thurman on Larry Ellison's AI meltdown - '”Steve: “I have enough.” Reflecting on my past financial habits, having enough is a new habit for me. It would have been nice if I had acquired it sooner.'
  • Joseph Bland on Good Friday: Markets are closed - 'Read this, and go to the link to hear David sing his paean to the first iPhone. Enjoy! “David Pogue: ‘Apple and Me’ Thu Apr 2 02:15:45 GMT 2026 David Pogue, on his new blog at Substack:” Excerpt From “David Pogue: ‘Apple and Me’” Daring Fireball https://apple.news/ADN4qiHuZNTW-DZUsr5XDmw This material may be protected by copyright.'
  • Lou Falek on Larry Ellison's AI meltdown - 'I heard this story about Larry Ellison when at Apple some years ago. They say its true. Larry Ellison and Steve Jobs were talking and Larry said “I have a $160 million super-yacht, I own the whole island of Lanai, multiple mansions around the wold, etc. etc…. Steve replied “Yes Larry, that’s very nice. But I have one thing you’ll never have.” Larry: “What’s that?” Steve: “I have enough.”'
  • Gregg Thurman on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'IMO, A foldable iPhone is an imperfect compromise between an A16 iPad (my iPad of choice) and a iPhone Pro Max that costs 50% more. It wouldn’t be the first time I’ve been wrong, but I just don’t see a market for it. Samsung has been pushing foldable for at least 7 YEARS, never achieved significant scale, and are reportedly cutting production about 20% for 2026. A tri-fold model was cancelled after 3 months. Apple will sell more iPhone 17e models in its first year as Samsung will sell all iteration of foldables in the same period. Bigger and vastly more expensive is not a winning strategy. Samsung has proved it.'