Romeo Esparrago on John Ternus makes the cover of Time Magazine - 'I love engineers! But I’m biased as I’m a retired one LOL. In fact, Tim Cook was an I.E.. Like Deirdre O’Brien. Like me. In my time at Rodenstock, SJSU, Quintel, , HP, & Agilent, I feel like I, Mr. Average, worked with, learned from, managed by, and mentored by some of the best. I’m so happy for Mr. Ternus! Congrats & Cheers on being selected by Time!'
on OpenAI vs. Apple: The plot thickens - 'I agree with everyone above. How coincidentally convenient that this accusation shows up just before the trial is to start? How utterly stupidly transparent is the notion that OpenAI would allow its own employees to send confidential OpenAI files to their own personal email accounts. Does OpenAI not have IT security high enough in its own email systems, its own servers, and its own employees (like the Saudi National accused of planting a listening device in a conference room)? They were all over that one like white on rice or flies on a rib roast. Yet they just happened to now find out this “former employee” has had the files for some time? Even if they did have the files, there’s no evidence he fed them to Apple, that Apple even cares, or that Apple has them, Apple says they scoured their systems and nothing shows up. Could it be OpenAI encouraged the “former employee” to act as a Trojan Horse (with files) to create a plausible leak and the appearance of a mole for Apple? How convenient, and how utterly absurd. Follow the money trail and see if this employee has a few accounts offshore where money has moved through various OpenAI shells to his unmarked account. Sheesh.'
on Apple at $242.96: Second record close in as many days - 'See saw? Apple buying a slug of AAPL a day, then tailing off?'
on Premarket: Apple is green - 'For those that have the time, I recommend today’s Fast Money podcast. I consider the episode fast-paced and informative about the rising risks from rising interest rates and rising debt levels in segments of the AI trade, some coverage of today’s results in the financial sector as well as talk about BofA’s big fine. Apple gets a positive mention about 33 minutes into the podcast. https://podcasts.apple.com/us/podcast/cnbcs-fast-money/id215529509?i=1000796389816'
on Gene Munster: No 'Welcome Home' surprises. So why is Apple's stock up? - '“Apple means business when it comes to coming out with new products.” Sure he means something else, but it’s the “business” word that I like. Is the AI bubble starting to crack? A ‘short’ from Errol Brandt re on-device AI.With a huge opportunity for Apple? See also WSJ story re delayed US IPOs. https://youtube.com/shorts/VDqz9aIql48?si=mkuDlWIug7Z33Qj4'
on Marques Brownlee on Apple's HomeView (video) - 'The price is typical of Apple. I actually thought it was low. Certainly there are less expensive competitors. No idea how they stack up. You just know that Amazon or Walmart will discount these. Also, other vendors will bundle HomeView with accessories resulting in a discounted price. This product needs more explanation. The rumor is that Apple will devote significant space in the brick and mortar stores to demonstrate these.'
on OpenAI vs. Apple: The plot thickens - 'The court order for rapid Discovery struck me as a victory for Apple. They didn’t get everything they asked for, but in general the court agreed that Apple justified the extraordinary grant to preserve evidence. But IANAL!'
on Apple at $242.96: Second record close in as many days - 'This Friday the 16th will be the noteworthy event of the week with Duo orders being placed. Should be a very exciting couple of weeks with the delivery date a week later. Then all of the speculation will begin with the timeline for orders being filled and what those delays mean. Did Apple overestimate the demand? Not enough Duo’s were made? The production increase from 6 to 8 million ramped up to 10 million might have been understated? Or too much? Blah, blah, blah. Long Apple.'
on OpenAI vs. Apple: The plot thickens - 'If OpenAi changed their name to Samsung AI, this very familiar story of stealing tech secrets from Apple might be easier to follow.'
on Marques Brownlee on Apple's HomeView (video) - 'I agree Dan. I think Apple came out with the mini because the first gen didn’t do well against the Alexa’s of the world. Of course how could they. $350 vs $50 and most people won’t/didn’t appreciate the difference in sound quality. As long as Apple supports the software I’ll keep buying used on eBay.'
on Marques Brownlee on Apple's HomeView (video) - 'Good info. Thanks, Gregg. I wish Apple hadn’t abandoned the initial HomePod. The sound was incredible and it had some differentiation (impeccable sound). I think the knee jerk reaction to swim downstream into the lower priced segment was very un-Apple.'
on OpenAI vs. Apple: The plot thickens - 'I think of 3 things right off the bat. 1)The timing of this “release” tells you all you need to know about it. Meant to distract. If this was something “real”, then AI would have countersued. 2)This also could have been a plant by OpenAI. 3)Could be real. Then OpenAI would have a case against Apple. But then, why didn’t they sue? In my mind, it has no bearing on whether openAI stole from Apple(spoken as a non lawyer)'
on OpenAI vs. Apple: The plot thickens - 'You-know-who’s MO of distract and dissemble is all over this very convenient “discovery”… Hint: He just said anyone who doesn’t agree to change the acronym AI to ASI is “the Enemy”… (Couldn’t resist that setup.)'
on Marques Brownlee on Apple's HomeView (video) - 'Hi Neal, The doorbell and camera don’t bother me as much because I don’t expect to be wanting to move them. Only the initial setup will be difficult. Now if they ran on solar, being that they’re outside, that would be something..'
on Marques Brownlee on Apple's HomeView (video) - 'While it is too early for me to commit to buying 4 HomePod mini 2’s and a new Apple TV to get Atomos surround sound I do think Apple’s solution will likely be worth a listen and look as a solution even though the price is higher than inexpensive 5 to 1 set ups. There are other premium solutions which actually cost as much or more. My experience with sound bars to improve poor TV speakers as well as outputs into external AV amplifiers compared using Apple TV with Homepod Mini’s has me often favoring the Apple solution even given the flakiness of the home App over the years. It depends on the size of the room and screen. Somehow these things always end up with multiple remotes as well. Multiple inputs into the TV and sound system seem to create a Tower of Babel. Many can’t figure out how to get the sound back on their system if something gets changed. If Apple can help tame that I could see a lot of people installing their products for that reason alone. Of course everyone wants to be the company in charge so it could still play out like CarPlay in the living room.'
on OpenAI vs. Apple: The plot thickens - 'I wonder if the former employee was asked by OpenAI to review some of the work they had done while at OpenAI; that OpenAI instigated the need for the employee to download the documents into their personal account. Often corporate separation agreements include a clause about helping with questions for a few months after leaving. It could well be that Apple itself never saw the work. Might explain why they did not immediately countersue.'
