David Drinkwater on Selected Duo video reviews: Gruber, Brownlee, Tong - 'Added Tang and HTX to my list of watched reviews (I feel almost like I am working for Apple at the moment, but this will pass, and I am sure that my portfolio will be rewarded). Overall, I have to say, a tremendous amount of effort has been put into realizing all these reviews. I’m pretty impressed by that, and I think that Apple will significantly move the foldable phones narrative.'
on Selected Duo video reviews: Gruber, Brownlee, Tong - '”I’ll probably also be buying the 2027 “20th Anniversary” iPhone for what should be a nearly orgasmic photography experience.” If NCAA basketball ever starts broadcasting in Apple’s Spatial format I’ll be buying the Apple Vision Pro (disappointed I’ve had to wait so long for it). At that time I’ll want a better camera and will upgrade to that year’s best iPhone, just not a Duo.'
on Selected Duo video reviews: Gruber, Brownlee, Tong - '”so many Apple naysayers over the years who promoted other products” Except that I’m not an Apple naysayer promoting other products. For me (I can’t speak for everyone) it’s a matter of personal need. I don’t screen real estate for creativity. I need it for reading and trading. I know both can be done on a smaller form factor, but I like larger fonts (it makes reading content much easier). I used to buy Pro Max exclusively, but stopped when I realized the iPad was a better platform for that. My last iPhone was a 16 Pro. My next iPhone may be a 17e because I do everything except phone calls on my iPad. When I upgraded to the iPhone 16 Pro I signed up for the annual upgrade, then haven’t used it. I’ll probably skip this cycle as well. The Duo may look cool, but I don’t see a utility that would induce me to give up the rig I’m currently using. As for Apple Intelligence and very large spread sheets I use to stay atop Apple’s financials I just upgraded an older 17” iMac a few months ago (still haven’t taken it out of the box). I bought when I did to avoid cost increases caused by memory gouging. The Mac the new one replaces is nearing 6 years old but still does every I need it to do. Technology has advanced so much in the past few years that an older CPU does just fine addressing my needs. This wasn’t always the case. I used to upgrade every 3 years. Upgrading my internet to fiber from cable has done more to improve my computer usage than faster CPUs. So I may be an outlier, but Apple’s comment about anticipated Duo sales, coupled with the dismal sales numbers of Android foldables )since inception) makes me think technology has surpassed me and the super majority of the market. Therein lays my objection to the Duo.'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'My take: Gruber: too short (but I haven’t read his written review). Tong: too negative, almost catty (and I am actually not against catty, but it just didn’t feel right here). Brownlee: really enjoyable. Certainly not a 100% endorsement, but but I felt that it was even and balanced. Not pictured here, Stern: also a very enjoyable review. Not a 100% endorsement, but generally open-minded and enjoyable. I suspect I will not actually have to wait until January 25 to land mine, because I think Apple has conservatively under-promised, and I think that real time with the product and real time development by developers large and small (which includes Apple) will create an organically improving product. I expect to be happy with my 1TB Midnight iPhone Duo. And I am 100% convinced that that same Product will put way more than $2500 back into my investor portfolio. So I’m good with this situation. I’ll probably also be buying the 2027 “20th Anniversary” iPhone for what should be a nearly orgasmic photography experience. Haven’t gotten to Pan’s review yet. LT:DNR.'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'Gregg, sorry to say you are reminding me of so many Apple naysayers over the years who promoted other products without even trying Apple products. I will hear your decrying the Duo only after you have actually experienced it. You may be surprised.'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'That’s the problem with expert reviews. They know too much. Back in the day the iPod mini reviews were terrible; not enough memory, no lossless mode, other stuff. But they sold like hotcakes. It’s like the car magazines. They all love Ferraris and Lamborghinis but Corollas sell the most. I tried the Duo for a few minutes. It was a little disorienting as things weren’t where I expected. But I think I’d get over that in a day. The screen is big and beautiful. Speakers are great. And it folds! Actual users will love it.'
on Saturday Apple audio: On things as they are (1982) - '”8086” It takes just as long for those without vision to abandon bad technology: 8086, 80286, 80386, 80486, 80586 (aka Pentium). Although in Intel’s defense, MSFT’s Ballmer was fearful of changing architectures, as it may cause the enterprise (where first MS/Dos then Windows was king) to explore alternatives. I’ll bet Ken Olsen (founder and CEO of Digital Equipment Corporation) hadn’t rejected Apple’s overture to buy its Alpha processor. When everyone was using CISC architectures, DEC introduced Alpha that was based on RISC. Olsen was dismissive of “personal” computers and said no when approached by Apple. A couple years later DEC was purchased by Compaq, who didnt know what to do with it. Think of how the future for both companies might have evolved had Olsen sold the Alpha RISC processor to Apple early on.'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'One thing I will be looking for is how Apple’s metaphor for the Duo takes hold. They did not design it as a phone plus iPad. That is Samsung’s approach. They designed it as a notebook, a pocketbook. It’s dimensions are based on paper size. I fully expect that developers will use this metaphor in ways we cannot really see yet. Some of the things Apple has already done with the new metaphor are interesting (ie all the different positions for the device that trigger different UI interactions).'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'The original iPod got lots of criticisms — too expensive, Mac only, not as much memory as others. Look what happened. The original iPhone also had a ton of criticisms, many that were legitimate, like only ATT coverage, people asked why they should buy this smartphone for twice the cost of others, hell the damn virtual keyboard. That did not last long. The 3G changed things a lot. I suspect something similar here. Gurman is already talking about Duo 2.0 with Face ID and other upgrades. Putting out the 1.0 version helps Apple gauge the market and where it needs to fix things. The ony 1.0 versions of an Apple product I have ever bought was the original 128K and the AVP.'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'I avoided reviews to eliminate the nitpicks and found myself in the zone as soon as I made a visual on the Duo from outside the store, much like how the Terminator locked in on John Connor without regard for bystanders or even its own well-being. Can’t speak for anyone else, but I was entranced.'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'I have ordered one. And I can’t wait. I love the idea of a foldable iPad Mini that fits in my pocket. And I can make and receive phone calls too. Seems like genius to me. Like Gregg, I often carry an iPhone + an iPad together, particularly when eating a late lunch or early dinner out by myself. It’s a perfect time to catch up on emails and attachments and the day’s news. And now I can do all the same things on a single pocketable device that weighs roughly what an iPhone Pro Max does. What will I have to give up? Pro cameras and the muscle memory developed over years of using an iPhone pro. I will very happily give this a try. The Duo seems particularly appealing for travel. I will not have to return to the hotel to drop off or pick up my iPad before taking a long walk. And I will always have a generously sized Apple Maps app in my pocket at the ready. I find some of the reviews from “old hands” disappointing. It’s essentially a new device with all of the software and OS challenges this inevitably entails. John Gruber’s written review on Daring Fireball strikes me as particularly negative, almost mean, as though he’s mad at Apple about something. So much “half empty.” Too little “half full.” No forgiveness for the first-generation nature of this and the enormous potential of this form factor, once Apple has had a couple generations to perfect it.'
on Saturday Apple audio: On things as they are (1982) - 'It literally takes decades for technology to catch up to what geniuses envision, and make it possible to prototype and then miniaturize enough to actually produce. Newton to iPhone and iPad Star Trek communicator (see version from original pilot especially) to Flip phone to smartphone Intel 8080, 8086 to Apple M7 Apple Vision Pro to Apple Specs'
on Gene Munster: The Duo lines are surprisingly long - 'I was taken aback by rereading this: Munster said: “My confidence in my estimate calling for 20m units in FY27 (7% of total iPhone units) inched up after this morning.“ Does anyone realize that 20M = 7% of FY27 iPhones = 285.7M iPhones sold in FY2027 !?!? Apple sold 241M (Omdia) – 243M (Counterpoint) – 247M (IDC) in CY2025 and Apple has so far sold YTD CY2026 ~171.8M (Omdia) to 176.5M (IDC). I’m modeling 245-255M, flat to +3.2-5.0% for CY2026. If Munster is figuring >280M to 287M, that’s an astounding 13-17% growth in FY2027 sales, +30-40M iPhones. Would Apple have weathered the memory crunch and memory drops precipitously so that Apple could reduce prices significantly? Would additional Duo Pro or Air Pro models sell even better? Does Apple hit on another iPhone form factor?'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'Totally agree with Gruber. I wish he had commented thusly much earlier. It would have clarified my own feelings about any foldable. I carry both, an iPhone Pro and an iPad A16 for about $600 less and I get a lot more screen AND battery. I spend most of my time on the iPad so a foldable screen would (is) be frustrating. How long before the early adopters figure that out?'
on Saturday Apple audio: On things as they are (1982) - '”There is a tendency to dismiss Steve in his first gig at Apple as naive or immature.” Or the frustration of a genius that couldn’t understand why others (the Board of Directors) didn’t see what he intuitively saw, and couldn’t make them see.'
on Apple soars to $348.22: A new record close - 'David: That’s my understanding. From Annuities Academy: https://www.annuityacademy.net/annuity-types/qualified-longevity-annuity “Enter the QLAC — the Qualified Longevity Annuity Contract. A QLAC is a specific type of deferred income annuity that the IRS has blessed with a special feature: the money invested in a QLAC is excluded from RMD calculations. It’s one of the very few legal ways to reduce required minimum distributions. Another way to think about it: a QLAC takes a slice of an IRA and converts it into a guaranteed future pension. In the meantime, the IRS can’t force withdrawals from that slice. It’s longevity insurance purchased with retirement-account money, wrapped in a tax-friendly package that Congress specifically designed for this purpose.”'
on Saturday Apple audio: On things as they are (1982) - 'This audio is absolutely remarkable. Does anyone know where this talk took place (or who discovered it)? Virtually everything Steve says here is widely quoted (eg, in the Steve Jobs Archive) as being from speeches he gave in the MID-90s. It’s fascinating that SJA had no idea he said all of it in 1982. I have long believed that people don’t understand how much Steve had figured out by 1985. There is a tendency to dismiss Steve in his first gig at Apple as naive or immature. When Steve used to come to The Boston Computer Society (in 1981, 1982 & 1984) he always seemed to me to be ~20 years ahead of everyone. I think he had figured out by 1982 a lot of what the iPhone would become in 2007 (though I believe—from a talk he gave in 1982 at the Rosen Personal Computer Forum—he imagined it earlier on as more like an iPad mini). Steve held onto a seemingly failed vision for years after he was fired from Apple. But he never stopped believing in it. It raises a question: If one has a deeply developed vision for something important but it’s not working, how do you know when it’s time to let it go vs. time to never stop believing?'
on Selected Duo video reviews: Gruber, Brownlee, Tong - 'I’d like to see a video of ordinary people being given a Duo to use for ten minutes. Gauging their reactions would be a much better review than all these so called experts who would nitpick over whether the Mona Lisa was really any good.'
on Apple soars to $348.22: A new record close - 'So a QLAC allows you to kick a can down the road out of the RMD requirement?'
on Apple soars to $348.22: A new record close - 'Robert, are QLAC distributions taxable? and if so, how are they better than simply doing annual Roth conversions of $200–300K up to the top of the 24% tax bracket and having totally tax free growth in the Roth account?'
on Daniel Ives flew to the Big Apple for the Duo launch - 'Fat chance. Heading for a 80/20 split in favour of Duo.'
on Gene Munster: The Duo lines are surprisingly long - 'Using the Duo for 24 hours now. Incredible device, no other words describe it – or perhaps one other word: MAGICAL. All the nitpicking by Gruber et al are way overdone. For example I’m left handed and yet I feel like it is made for me. The easily solved issue they were correct about was that developers need to step up with their Duo updates. And with a launch like this there have been many bums kicked already to make the updates happen!'
on Gene Munster: The Duo lines are surprisingly long - 'I would not worry about this for a minute.. not likely to be a genuine incident at all.'
on Made for Duo apps - 'Of course, the above list will grow rapidly as Duo-mania hits every shore, city, and social media group. Haters decry all the hubbub, saying “it’s just a phone” “why do people even bother to line up for something in short supply?”, “lining up is so 20-teens, it’s easier to just have it delivered or wait” Haters also remain insanely jealous that Apple products engender this demand and desire behavior (outside of the reseller purchases for profit making) precisely because Android models don’t have nearly the interest and sales, passion yes, and mostly because there are few official stores to queue up at. When none of them except Huawei invest in major stores as focused gathering places, there’s no place for humans to have fun and enjoy a social event spontaneously created by users and fans, and supported by attention from the maker like Apple does. Secondly, like other population factions, when they don’t like something, they just dismiss it as marketing, sheep / herd behavior, juvenile behavior so as to make themselves feel better about why their own fandom and favorite makers can’t generate that kind of enthusiasm. Samsung even mocked it in ads. Well, after Apple smashes new Foldable release records, and then proceeds to outsell Samsung Fold 8’s and then Fold 8 AND Ultras combined (assuming Foxconn / Apple factory is humming), Apple could (but won’t, not their style) answer Samsung USA’s mocking ad campaign of: “Let us know when you’re done reheating our leftovers” and “We’ve been folding since 2019” With “We tossed your leftovers and stole your lunch money” and “hmm, “Folding since 2019”, ~25M total folds over 8 years to date, and Duo could sell over half of that in its first year.”'
on Apple soars to $348.22: A new record close - 'Taxes never take it all. My tax strategy is to make more than my tax obligation, much more.'
on Gene Munster: The Duo lines are surprisingly long - 'I went to see it in the late afternoon. No lines. Easy to try one out. It feels really nice in the hand. The screen is beautiful. The “snap” you hear when it closes is really satisfying,. I found it just slightly disorienting, things are not where I expect them to be. I think if I got one I would adapt quickly.'
on Gene Munster: The Duo lines are surprisingly long - 'I’m went to see the Duo for myself, and I took to it right away. Next gen will be even better. The Apple Store employee told me a line started forming the night before, and everything sold out by morning.'
on Fearing riots, 7 French Apple stores to close Saturday - 'This has unfortunate merit. Hence upvoted.'


