Recent Comments

  • Hap Allen on Apple's five-phase plan to deliver its own AI (video) - 'My intent in the search I did was to come up with a way of preventing those long and ugly links in emails to friends. In addition to their appearance, they seem less trustworthy. Why should I forward that kind of stuff on to my friends?'
  • Hap Allen on Apple's five-phase plan to deliver its own AI (video) - 'Bart: I’m not sure if I did anything special. A couple of days ago, I asked AI to come up with a Safari extension to get rid of trackers. I ended up with one called “Clean URL Copier.” Then I asked AI to exclude YouTube videos from its results. I’m pretty foggy on just what I did. In any case, I hope it doesn’t encroach on any of Philip’s rules about posting links.'
  • Joseph Bland on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'Ditto, Steven, Greg, Michael. My last iPhone, I didn’t wait to get the screen protector. The very first day, i got a screen scratch. Never again! BTW, I especially like the color of my new Glacier Blue 18 Pro Max, so I tried my old 17 Pro Max “clear” protective case on it, and darned if it didn’t fit!'
  • Greg Lippert on Apple's five-phase plan to deliver its own AI (video) - 'Wow I am very bullish on the future of Apple if AI doesn’t destroy us all first.'
  • Joseph Bland on Apple's five-phase plan to deliver its own AI (video) - 'I think there is some serendipity involved, Richard, but that’s been helped along by the baked-in trust factor: No other computer company has even close to Apple’s user trust, and that’s what’s ultimately driving the PCC revolution. Siri has been the butt of humor for years, but it was always “dumb” by choice, because that also made it safe. Now, Apple’s many-years-long project aimed precisely at creating a smart yet safe Siri has borne fruit, and left everyone else in the dust. It’s really quite as simple as that. I don’t know aboit the meek inheriting the Earth, but those that stick to their knitting definitely will….'
  • Joseph Bland on Apple's five-phase plan to deliver its own AI (video) - 'That was very cool. Thanks, Hap!'
  • Greg Lippert on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'Apple Store today to pick up my new phone and showed him the scratches, and he said it was borderline. Then he said, just make it worse so it’s a no brainer for $29. That’s what AppleCare is for. I even showed him this article. He knew of it.'
  • Stephen Gordon on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'I put a screen protector on no matter what they say. It’s the only way to be sure.'
  • Bart Yee on Apple's five-phase plan to deliver its own AI (video) - 'Hap, how are you able to post a link and make it appear in your reply? Is it some type of HTML code?'
  • Hap Allen on Apple's five-phase plan to deliver its own AI (video) - 'More from Errol Brandt at Kiraa: “Apple Fixed Cloud AI” https://www.youtube.com/watch?v=lxzDyA6jq3U'
  • John Konopka on Apple's five-phase plan to deliver its own AI (video) - '@David Knowledge Navigator is really amazing and curious. It is curious that Apple would make and release a video like that. Amazing how prescient it was. It has been interesting to watch over the years as little-by-little the different parts of that video have become real. I guess the AI isn’t quite there yet. And we don’t have a folding iPad, … yet. Apple put out two or three other videos around the same time. I’m not sure how to find them now. They were interesting but not as compelling as Knowledge Navigator.'
  • John Konopka on This week's Apple trading strategies (9/21-9/25/26) - 'For what it is worth there was a healthy line outside my local Apple store yesterday.'
  • Richard Gayle on Apple's five-phase plan to deliver its own AI (video) - 'One nitpick: I think the title of the piece should have quotes around “accidental.” His whole thesis is about how it is not an accident, but a repeatable process. But he hits the main points quite well. It was also a nice discussion of how influential Ternus has been. Like how Ternus is continuing the Apple view of saying “No” to projects, something most other companies fail to do.'
  • Robert Stack on This week's Apple trading strategies (9/21-9/25/26) - 'Yeah but at least Tom Bodet leaves the light on for ya! 😉'
  • Robert Stack on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'When I first read PED’s headline, I did a double take: “Apple has a VP of the Duo’s crease”?! What a title to have! (Of course that’s not his real title, as PED points out later.) However the playfulness of that title reminds me of a top tier biotech company that I used to collaborate with where there was someone who – and I’m not kidding – had playfully printed out on his business card “Vice President of Quailty Control.”'
  • Michael Goldfeder on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'I’m an Otter Box Defender fanatic for all my iPhones. Skin crawling be damned. When I upgrade the iPhone traded in looks brand new to whomever will be receiving it.'
  • Michael Goldfeder on Apple's five-phase plan to deliver its own AI (video) - 'An excellent presentation. The sum of which can be parsed down to three important points: Quality; Brand Loyalty; and biggest of them all-“PRIVACY!” All of which morphs into something Nobody else can, or will ever match; “TRUST!!!” Another ironic aspect of all the money being spent by these AI Scalers estimated to this point to be around $3/4 of a Trillion dollars, is that while they were all doing that massive Capex spending, Apple was spending nearly the same amount on something else more important: “Buybacks!” Very happy to be a long term Apple investor. Even though compared to many others on PED’s Apple 3.0 site, I’m the equivalent of “Sprout.” Everyone else who invested much earlier is the “Green Giant.” Can’t wait for these Duo orders and the reactions world wide to those customers clamoring to get their hands on one.'
  • Chris De Armond on This week's Apple trading strategies (9/21-9/25/26) - '5,000 word review'
  • David Drinkwater on Apple's five-phase plan to deliver its own AI (video) - 'I think that “more than 30 years” can be well defined. I Googled “Knowledge Navigator Video”, and one option was “apple knowledge navigator video 1987” I think that pretty well pins it down.'
  • Michael Goldfeder on This week's Apple trading strategies (9/21-9/25/26) - 'Interesting how Qualcomm will now be viewed as the sole provider to Androids. I’m wondering if the Duo has a Qualcomm modem? There is no cache for any vendor crowing about they are a supplier to Android. Reminds me of athletes, celebrities and other noteworthy personalities endorsing products or services. I’ve never seen Tom Brady saying he prefers to travel by Greyhound instead of Delta to his games. Or Leonardo DiCaprio gleefully saying he uses “Pete’s Crop Dusting Planes” to fly back and forth to all of his movie locations. Perhaps Qualcomm has struck a deal with “Tom Bodett” to have all executives staying at Motel 6 when traveling for business?'
  • David Drinkwater on How 'mysterious' John Ternus got Hollywood eating out of his hand - 'Not to be a nit-picker, but I don’t think Cook tee’d this up. I think Ternus 100% earned this internally. As much as Apple has branched out into being a software/content/ecosystem company, hardware is at the heart of it all. The idea that Ternus is an “unknown” — expressed in the Hollywood article that PED posted — is irrelevant and ridiculous. Ternus earned his success and succession internal to Apple. He is, in my opinion, 100% responsible for and deserving of his promotion to CEO. All Cook had to do was let it flow.'
  • Charles A. on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'Maybe you just need thicker “skin” — or Tom Marieb’s email address!'
  • Gregg Thurman on Apple's five-phase plan to deliver its own AI (video) - 'Roberto filled some gaps in my memory and illustrated the importance of many seemingly unrelated actions. This is what I have been trying to accomplish. Even with some slight inaccuracies Roberto’s version is more comprehensive than my own and exposes how bad the analysis of the naysayers truly is. Even with his inaccuracies nobody has come as close to describing Apple’s long term (nearly 30 years?) strategy as Roberto, and for that, on a scale of 0-10, I give Roberto a 10. Think about that for a moment, Apple [JOBS] has been working towards 2027 for more than 30 years. During that time, all of Apple’s acquisitions and hires have focused on a goal that was a generation into the future. Was/is Apple behind its “competitors”? No, it was so far ahead of its “competitors” that its VISION couldn’t be seen. Apple’s famous secrecy allowed its “competitors” to travel down a dead end path, one from which I don’t think they will be able to recover, at least not in the next 20 years, but by then where will Apple be. As a side note, Roberto highlights how deeply the industry is reliant on Apple’s vision. When the industry strikes out on its own, it fails miserably. Strangely, the media ranks Apple’s progress against its “competitors progress”, without understanding Apple’s vision. I was one of them, but based on Apple’s historical innovation record, I trusted Apple unspoken vision.'
  • David Drinkwater on How 'mysterious' John Ternus got Hollywood eating out of his hand - 'I know this one myself. I haven’t run the numbers on the 2004 M3 SMG, but I took a loan on it and invested the $$$ in the NASDAQ Cubes. Meh. Dunno. I’m really happy with the YOLO, and when the weather is good, top-down, ton up (100 mph) is a joyous experience. So I will settle for that. On AAPL: I bought 1000 shares in 2002. After the Feb 2005 split, I was up 5X, so I did what I thought was responsible. I sold 1000 shares, retaining my 1000 original share count, and put the proceeds into JNJ, on the assumption that people would continue getting old and need JNJ products. JNJ has basically flatlined since then (not flat, but very, very boring). 1000*28 = 28,000. Multiplied by $336.13 Friday Market Close is $9,411,640. Oops. Did the right thing for the right reason and got the wrong results.'
  • Greg Lippert on This week's Apple trading strategies (9/21-9/25/26) - 'I am upgrading from the 17 PM so I can hand down my phone to my son who has a 14. Thats how we roll here. Win-win. And with family Apple Care, all are protected. What a great bargain. I now have 25+ devices protected for one fee.'
  • David Drinkwater on Saturday Apple video: Asking Steve Jobs about the Blackberry (2008) - 'In this light, I am really excited to see what Apple will do with a touch screen on a laptop (and I hope I don’t have to wait much longer to get one).'
  • Greg Lippert on Apple's five-phase plan to deliver its own AI (video) - 'Very good. And me thinks he’s on to something – although we knew it here first ;)-'
  • Greg Lippert on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'I put that to the test and Apple failed. I have an 17 Pro Max, that quickly got two visible scratches. When I took it in under Apple Care they refused to swap out the glass saying it was merely cosmetic. Every f’in time I see it in bright light those two scratches are glaring.'
  • Gregg Thurman on 'Hold us accountable, please' says Apple VP of the Duo's crease - 'Whereas I thought people were misspelling “lead”with “lede”, today I learned that “lede” is journalistic slang for headlines, meaning a story’s hook, as it were. As to the screen details, I’ve never used a screen protector until bought my A16 powered iPad. In that case the screen protector was an integral part of the protective case I bought for it. I wish the case did not have it. I think it diffuses the screen’s sensitivity/accuracy. It is nice to know that Apple devotes as much focus on it as it does.'
  • Rick Landsman on Apple's five-phase plan to deliver its own AI (video) - 'Very well put together, indeed. Greatly enjoyed and appreciated.'